10.02. Sales Orders
The Sales Order represents the document used to follow the sales process, starting with stock reservations and then by generating shipments, invoices and registering payments.
The document is made of two parts: master and details. The master contains information used to identify the document: Document No, Date, Customer, Organization, Payment Terms, etc. The details contains the list of ordered products and associated expenses. The list contains a line for every product or expense. Every line contains information about the product such as price and quantity.
In SocrateCloud a sales order can be entered manually by pressing the New Record
button in the Sales Order window;
Sales order details can be obtained automatically:
using the Create lines from process, based on a project or wish list;
using the Copy details process, bases on an existing order;
Depending on its type, when processing a sales order, shipments, invoices and payments can be automatically generated.