Sales

Sales orders

Convert an accepted quote into a sales order to confirm commitment and begin fulfilment.

4 min read

A sales order represents a confirmed commitment from the customer. You can convert a quotation to a sales order in one click, or raise a sales order directly.

From order to invoice

  1. 1Go to Sales → Sales Orders and click New, or convert an accepted quotation.
  2. 2Confirm the delivery date and the branch fulfilling the order.
  3. 3Once goods are ready to ship, click Create Invoice to bill the customer.
  4. 4The invoice carries all line items from the order — no re-entry required.

Stock is not reserved or deducted when a sales order is raised. Stock movement happens when the invoice is confirmed and posted.