Sales Orders

What this screen is for

A sales order records an order the customer has accepted but which you have not yet delivered or billed. It is a commitment to supply, not a demand for money: no receivable is created, no stock is moved and nothing is posted. Each row carries the order number, customer, date, amount and status.

When to use it

Open this to see what you have promised and not yet fulfilled — your order book. Raise one directly, or convert an accepted quotation or estimate. From here an order can go on to a delivery order when the goods go out, a proforma invoice if the customer needs to pay before dispatch, or straight to an invoice.

What you see on this screen

The cards read Total Value, Sales Orders and Customers. A sales order cannot be owed, so the Paid, Pending and Overdue cards are not shown.

• Sales Order # — the order number; click it to open the order.
• Customer — who placed it. Their own order reference, a different ship-to address and a linked project appear underneath.
• Date — the order date, with how long ago it was created below.
• Due Date — the due date held on the order.
• Amount — the order value, with the equivalent in your own currency beneath for a foreign-currency order.
• Status — see below.
• Actions — view, edit, print, and a menu with download, duplicate, email, WhatsApp, copy link and history.

Filters and actions

Search by order number, customer name or email. Show Filters gives Status, Customer, Payment Status, Sales Order Date Range, Salesperson, an item search by name, SKU or HSN, an amount range, and Sort By with a direction toggle. Chips cover Overdue Only, Show Deleted and the sort order. Rows may be ticked across pages and printed as one batch, or Bulk print will print every order matching the filters. Where orders exist in earlier financial years a banner offers to include them.

Status values

• Draft — being prepared.
• Sent — confirmed to the customer.
• Viewed — the customer has opened it.
• Accepted — the customer has confirmed the order.
• Rejected — declined.
• Expired — lapsed.
• Converted — already turned into a delivery order, proforma or invoice.
• Cancelled — withdrawn.

Related

• Quotations — where most orders begin
• Delivery Orders — the document that travels with the goods
• Sales Invoices — the tax document that finally bills the order