A Sales Order is a confirmation of an order from your customer.
It is usually a binding Contract with your Customer. Once your customer confirms the Quotation you can convert your Quotation into a Sales Order.
To access Sales Order, go to:
Home > Selling > Sales > Sales Order
Before creating and using a Sales Order, it is advised that you create the following first:
2. Or you can create a new Sales Order and pull details from a Quotation.
To allow for per-Customer, per-Item Pricing Rules, ("Customer A" pays $1.00 for "Item 1" but "Customer B" pays $1.25 for "Item 1"), there's a check box called 'Allow User to Edit Price List Rate in Transaction' in Selling Settings. This enables saving the specific item price per customer when you change a price in the Sales Order.
You can set the currency in which the quotation/sales order is to be sent. If you set a Pricing List, then the item prices will be fetched from that list. Ticking on 'Ignore Pricing Rule' will ignore the Pricing Rules set in Accounts > Pricing Rule.
Read about Price Listsand Multi-Currency Transactionsto know more.
If you have the same stock in multiple warehouses, setting a warehouse here will cause all the items from the item table to be fetched from this warehouse. You need to have stock available in this 'source warehouse' you're setting. Note that this option will override the 'Default Warehouse' you've set in the Item master.
A Sales Order displays the billed amount, valuation rate, and gross profit in the items table when you click on the inverted triangle to expand a row.
You can also add Items in the Items table by scanning their barcodes if you have a barcode scanner. Read documentation for tracking items using barcode to know more.
Further, if you create a purchase order from this sales order, it'll be created for the supplier you selected here and only the items which are valid for drop shipping.
The other fields in the item table are similar as explained in Quotation.
This is linked to the Product Bundle and appears only when the transaction involves a product bundle.
The “Packing List” table will be automatically updated when you “Save” the Sales Order. If any Items in your table are Product Bundle (packets), then the “Packing List” will contain the exploded (detailed) list of your Items.
You will be asked to select a Delivery Warehouse even for a product bundle item, this warehouse will be then updated in the Packing List items. You can change the warehouse, serial number, and batch in the packing list items in case items in your product bundle come from different warehouses.
Here is what a Packing List looks like:
To add taxes to your Sales Order, you can select a Sales Taxes and Charges Template or add the taxes manually in the Sales Taxes and Charges table.
The total taxes and charges will be displayed below the table. Clicking on Tax Breakup will show all the components and amounts.
A Shipping Rule helps set the cost of shipping an Item. The cost will usually increase with the distance of shipping. To know more, visit the Shipping Rule page.
If a Tax Category is selected, the template and tax table will be automatically populated. To know more, visit this page.
Other than offering discount per item, you can add a discount to the whole sales order in this section. This discount could be based on the Grand Total i.e., post tax/charges or Net total i.e., pre tax/charges. The additional discount can be applied as a percentage or an amount.
Read Applying Discount for more details.
Sometimes payment is not done all at once. Depending on the agreement, half of the payment may be made before shipment and the other half after receiving the goods/services. You can add a Payment Terms template or add the terms manually in this section.
Read Payment Terms to know more.
In Sales/Purchase transactions there might be certain Terms and Conditions based on which the Supplier provides goods or services to the Customer. You can apply the Terms and Conditions to transactions to transactions and they will appear when printing the document. To know about Terms and Conditions, click here
You can print your quotation/sales order on your company's letterhead. Know more here.
'Group same items' will group the same items added multiple times in the items table. This can be seen when your print.
Quotations can also be titled as “Proforma Invoice” or “Proposal”. You can do this by selecting a Print Heading. To create new Print Headings go to: Home > Settings > Printing > Print Heading. Know more here.
If the sale took place via one of your Sales Partners, you can add their commission details here. Enter the commission rate and the commission amount will be displayed below.
Sales Persons: OneOfficeERP allows you to add multiple Sales Persons who may have worked on this deal. You can change the contribution percentage of the Sales Persons and track how much incentives they earned on this deal.
Auto repeating Sales Orders is like a subscription. Set a start and end date for the auto-repeat. Select the Auto Repeat created. To know more about auto repeat click here.
Sales Order is a “Submittable” transaction. You will be able to execute further steps (like making a Delivery Note) only after “Submitting” a Sales Order.
Once you “Submit” your Sales Order, you can trigger actions from the Sales Order:
These actions can also be seen at the top of the Dashboard. You can also make an accounting Journal Entry based on the Sales Order from the dashboard.
When the 'Order Type' of the Sales Order is 'Maintenance' follow these steps:
i) Maintenance Visit ii) Maintenance Schedule.
Note 1: By clicking on the Action button and selecting 'Maintenance Visit' you can directly fill the visit form. The Sales Order details will be fetched directly.
Note 2: By clicking on the Action button and selecting 'Maintenance Schedule' you can fill the schedule details. The Sales Order details will be fetched directly.
Note 3: By clicking on the Invoice button you can make an Invoice for your services. The sales orders details will be fetched directly.