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.

What is a Sales Order?

A Sales Order includes:

Buyer's invoicing & delivery details
Product details (quantity, price, tax, discounts)
Payment terms & shipping charges

Sales Order Statuses:

Ordered – Created but not processed.
Partial – Some items delivered.
Completed – Fully fulfilled.

Enabling Sales Orders

Go to → Settings → Business Settings → Sales Tab
Enable Sales Order
Click Save

Creating a Sales Order

Go to → Sales → Sales Order → Add Sales Order
Fill in: Customer Name, Business Location, Product Details, Shipping & Payment Terms
Click Save

Important: Stock is NOT deducted when a Sales Order is created — only when converted to a Sale.

Converting a Sales Order to a Sale

Go to → Sales → Add Sales
Select the Business Location & Customer
Select the relevant Sales Order from the dropdown.
Product details auto-load.
Adjust quantities if needed.
Click Save — the Sales Order status updates automatically.