Sales Orders

Create sales orders from accepted quotations, manage line items with tax, authorize orders, and track fulfilment through to invoicing and delivery.

Module: Sales · 7 steps · all roles admin

Browse Sales Orders
1 Open the SO List

Navigate to Sales → Sales Orders in the sidebar. The list loads at /sales/sales-orders showing all orders sorted by date.

Each row shows the SO number, customer, total amount, status, priority, and order date.

Sales orders list with search, status filter, and order rows
2 Filter & Search

Use the search bar to find orders by number or customer name. The Status filter narrows by workflow stage: Opened, Authorized, Fulfilled, or Cancelled.

Create a Sales Order
3 Open the New SO Form

Click + New Order on the list page, or navigate to /sales/sales-orders/new. If creating from an accepted quotation, the form pre-fills customer and line items.

4 Fill the Header & Lines
FieldRequiredNotes
QuotationNoLink to an accepted quotation. Auto-fills customer & items.
Order DateAutoDefaults to today.
Delivery DateNoExpected delivery date.
PriorityNoLow, Medium, High, or Critical.
Delivery TermNoEx-Works, FOB, CIF, etc.
Payment TermNoNet 30, Net 60, Advance, etc.
DescriptionNoOrder-level description or special instructions.

Line items show part number, description, quantity, unit price, tax rate, and line total. Edit quantities and prices as needed.

Sales order form with quotation link, delivery date, line items, and tax summary
Linking a quotation pre-fills all line items with agreed prices. You can still adjust quantities or add extra items before creating the order.
5 Review Tax Summary

The bottom of the form shows the tax computation:

RowMeaning
SubtotalSum of all line item amounts before tax.
Tax (GST)Calculated from each line item’s tax rate.
ShippingOptional shipping/freight charges.
Grand TotalFinal amount payable by the customer.

Click Create to save the order.

SO Detail & Workflow
6 Review the SO Detail

The SO detail page shows the complete order with customer info, line items, tax summary, and the linked quotation (if any).

Sales order detail showing customer, line items, tax, and grand total
7 SO Lifecycle
Opened → Authorized → Fulfilled
StatusMeaningNext Action
OpenedNewly created. Editable.Authorize to confirm the order.
AuthorizedConfirmed. Ready for invoicing.Create a Sales Invoice.
FulfilledAll items delivered and invoiced.Record Customer Payment.
CancelledOrder withdrawn.—