Sale Orders
A sale order records what a customer has ordered before you bill it. Track each order’s progress and turn it into an invoice with one click when it’s ready.
Where to find it: Sale Invoice ▾ → Sale Order (also under Other Documents ▾), or + Create → Sale Order
Create a sale order
- Click + Add New on the Sale Order page.
- Fill the customer, place of supply, Sale Order Type (Regular, Bill of Supply, SEZ or Export with/without IGST), the order number and date.
- Add the items with quantities and prices, just like an invoice.
- Save (or Save & Print to send the order confirmation to the customer).
Track the status
Each order has a status: Draft, Sent, Confirmed, Delivered, Cancelled or Converted. Click the status badge in the list to change it. Filter the list by status, customer, product, dates and more with Search.
Convert to a sale invoice
- Set the order to Confirmed or Delivered.
- Open ▾ on the order and choose → Convert to Sale Invoice, then confirm.
- A sale invoice is created with today’s date and the order’s items, stock is reduced, and the order is marked Converted.
Check the payment: an invoice made by converting is saved as paid in cash. If the customer will pay later, open All Sale Invoices, click the invoice’s payment badge and change it to CREDIT or record the actual payment. Record a payment
Other actions in ▾: View / Print, Edit, Duplicate and Delete (converted orders can’t be edited or deleted).