How to create a Sales order?

Sales order is created when a bulk order is received and it is executed acrosss multiple deliveries. One can generate multiple delivery challans and generate an invoice for each delivery challan or one invoice for more than one delivery challan.

Let's see how to create Sales Order.

Please go to Income > Sales Order.

You can view Executed, Draft and Cancelled sales orders while opening the Sales Order window.

Click on the ‘+ New Sales Order’ button to create a new Sales Order.

Customer Name – Select from existing list or you can also create a new one

Enter the Date of Sales Order

Please fill in Product Name, Description, Quantity, Unit Cost, Discount & Tax. Add more products by clicking on ‘+ Add New Row’ button

Enter additional charges such as shipping, loading, etc by clicking on ‘+ Add other charge’ button

Enter customer notes where details about delivery and terms can be specified

Once the Sales Order is created, you can create a ‘Delivery Challan’ and ‘Invoice’

You can also read about:
How to create Delivery Challan?
How to create an Invoice?
How to add custom fields on Invoice?
How to add payment link an Invoice?
Was this article helpful?
Thank you!