Manage customer orders from creation through delivery and invoicing.
Go to Transactions → Sales Orders. The list shows Number, Date, Customer, Reference, Subtotal, Tax, WHT, Total, Delivery Status, and Invoice Status.
Click New Sales Order and fill in:
Header Fields
| Field | Description |
|---|---|
| SO Number | Auto-generated (configurable in Voucher Numbers) |
| Date | Order date (required) |
| Customer | Select from parties list (required) |
| Reference | Customer PO or reference number |
| Currency | Order currency |
| Exchange Rate | Auto-filled for foreign currencies |
| Project | Optional project tag |
| Salesman | Optional salesman assignment |
| Narration | Notes for the order |
| Billing Address | Customer billing address |
| Shipping Address | Delivery address |
| Tax Basis | Tax calculation basis |
| Discount Type | Line discount type |
| Default Location | Default inventory location for lines |
Line Items
| Column | Description |
|---|---|
| Code | Item code |
| Item Description | Item name and description |
| Location | Inventory location |
| Qty / Unit | Quantity and unit of measure |
| Price | Unit selling price |
| Discount | Line discount |
| Amount | Line total before tax |
| Tax / WHT | Tax and withholding tax category |
| Tax Amount | Calculated tax |
| WHT Amount | Calculated withholding tax |
| Total | Line total including tax |
Click Save to record the order.
| Column | Values |
|---|---|
| Delivery Status | Pending / Delivered |
| Invoice Status | Pending / Invoiced |
Both statuses update automatically as delivery notes and sales invoices are created against the order.
Open a saved sales order and click New Delivery Note to create a Delivery Note pre-filled with the order lines.
Open a saved sales order and click New Sales Invoice to create a Sales Invoice pre-filled from the order.
