A Sales Order (SO) is a document issued by a supplier (your business) to a buyer in response to a Purchase Order. It confirms the details of a sale before shipping goods to the customer. 🚀📦
📌 What is a Sales Order? #
✅ A Sales Order includes:
- Buyer’s invoicing & delivery details 📑
- Product details (quantity, price, tax, discounts) 🏷️
- Payment terms & shipping charges 💰🚛
- Additional notes & special instructions
✅ Sales Order Statuses:
- Ordered – The SO has been created but not processed.
- Partial – Some items in the SO have been delivered.
- Completed – The SO is fully fulfilled.
📌 Once the buyer approves the Sales Order, the supplier ships the goods.
🔹 Enabling Sales Orders in BillBook #
✅ Go to → Settings → Business Settings → Sales Tab
✅ Enable “Sales Order” ✅
✅ Click “Save” 💾
✅ The Sales Order menu will now appear under the Sales module.
📥 Creating a Sales Order in BillBook #
✅ Go to → Sales → Sales Order → Add Sales Order
✅ Fill in all required details:
- Customer Name & Business Location 🏢
- Product Details (Name, Quantity, Price, Tax, Discounts) 📊
- Shipping & Payment Terms 🚛💳
✅ Click “Save” 💾
📌 Important Notes:
- Stock is NOT deducted when a Sales Order is created – stock is deducted only when it is converted into a Sale.
- Once created, you can print the Sales Order and send it to the buyer for approval. 🖨️
🔄 Converting a Sales Order to a Sale #
✅ Step 1: Go to → Sales → Add Sales
✅ Step 2: Select the Business Location & Customer
✅ Step 3: The Sales Order drop-down will display all pending Sales Orders for that customer.
✅ Step 4: Select the relevant Sales Order – product details (price, tax, discounts) will auto-load.
✅ Step 5: Adjust quantities if needed (for partial sales).
✅ Step 6: Click “Save” 💾 – the Sales Order status updates automatically based on fulfillment.
📌 Stock is deducted only when the Sales Order is converted to a Sale!
🚀 Why Use Sales Orders in BillBook? #
✅ Helps track pending orders before fulfillment 📑
✅ Ensures accurate pricing, taxes, and discounts 🏷️
✅ Prevents stock depletion before approval 📦
✅ Reduces manual data entry by auto-converting to sales 📝
✅ Improves order management & customer communication ✅
With BillBook’s Sales Order feature, managing customer orders is more efficient and hassle-free! 🚀📊
Let me know if you need any refinements! 😊
