A sales order (SO) is an internal document generated by you - the seller - indicating that your customer is now ready to purchase products and services. It is a confirmation document that authorises the sale of items for the given amount. You will generate an SO when the sales quote sent to the customer is approved.
Once your Quotation or Estimate has been accepted, creating a Sales Order (SO) is the next step in the business cycle, effectively taking a Quote and handing it over to the operations cycle of the business.
The Sales Order module also serves as the repository for Customer orders that are awaiting completion - your Work in Progress.
This is an important module which serves as a hub to which all related transactions are linked, including Quotations, Purchase Orders, Work Orders, Delivery Notes and Invoices.
Some features include:
Main Menu > Customers > Sales Orders > View
Navigation Bar > Sales Orders > View
Main Menu > Customers > Sales Orders > New/Edit
See image below:
5. Add Adj% - This allows you to add a blanket markup / discount to the entire Sales Order.
6. Add - A custom line Item can be added to the Sales Order with the Add Custom button, or Items can be added from a Material, Service, or Estimate.
7. Menu - Additional functionality is included in the Menu. These items are important and worth mentioning:
To Copy an Estimate or Quotation to a Sales Order is as easy as clicking on the Copy button and selecting Copy to Sales Order. See image below:
Once you clicked Copy to Sales Order a window will appear. The window will show all the Items in the Quotation to copy and the Status the Quotation will change to.
Only one Item (the Estimate) will be listed in the Items data grid. See image below:
When you copy a Quotation with multiple Material Items, Services and Estimates the Items data grid will be populated with all the Items in the Quotation to copy. However you can select specific Items to copy by deselecting the unwanted Items. See image below:
When the Estimate or Quotation has been copied to a Sales Order, the Estimate or Quotation Status will be changed to Accepted automatically. See image below:
For more about Copying Transactions to the next Workflow Stage, click here.
A Sales Order can be copied from a Purchase Order. This is useful for inter-branch transactions, e.g., one Branch places a Purchase Order to another Branch using the same database. The Sales Order No is linked to the Purchase Order.
To enable this functionality, navigate to Main Menu > Setup > Staff > Select User > Right-click > Edit > Settings > Copy Rules > Purchase Orders - Copy to Sales Order. For more about Copy Rules, click here.