Direct Sales Order
A sales order is a document generated by the seller specifying the details about the products or services ordered by the customer. It includes information such as the customer, branch, reference, order date, delivery location, payment terms, price list, item prices, quantities, tax, discount, and more.
To create a sales Order, go to Sales > New > Order
Customer
A customer is a necessary option to sales order it. Either you can select a customer from existing list, You can see most recent customers as well as most transacted customer. Maximum 10 customers will be displayed in the list. The more you can search and get it results narrow down to make it work for you. If the customer doesn't exist in the list. You can simply add the customer by pressing the + button next to the customers drop down to open a popup and add new customer into it. From the new customer popup. you can feed the necessary details and create it. And it will be ready to sales order now.
Payment Terms
The Sales order can be either Prepayment order or Post paid order. When you are making business with strangers, or new business, or business which is under valued. you might collect the payment before you deliver the goods. Here is the part of connectivity to make them to process prepayment and than release the delivery to them.
The prepayment settings can be defined from the Payment terms, You can access the payment term from Setup -> Payment Terms.
Non-Cash Sales Order
The order may be created with later payment term, which will create Sales order with some factors.
- Due date - to finish the delivery on or before the due date, this due date also specified by the customer.
- Delivered To - A Branch name to deliver
- Contact Phone number
- Customer Reference,
- Address.
From the sales order you need to specify more details about the date required to deliver as well as details of the transaction with more fields.
Price List
This is none other than sales type from Sales -> Settings -> Sales Types. You can create multiple price list. As of us we know mostly two types of Sales types(price list). Retail and Wholesale. The retail used for end customers and the Wholesale is used for the B2B customers. Based on Tax inclusion the price after tax and price before tax will be sales type "Tax not included".
On sales order you can create extended line component with custom field. We already have custom field for customers, suppliers, items and so on. Like that we brought the custom field for the line items of any sales transaction. Not only order. Also in other transactions such as quote , delivery, invoice, and credit note. you need to enable the following option:
Company Setup > Preference :under the Display Preference coloum, enable the "Show Add Custom Field on Forms" button for custom fields in the line items.
Customer Reference
The Customer's Purchase order or Purchase invoice number will be stored here to connect and track the orders in future. This Customer reference will appear when the payment term is non cash payment.
Sales order to Manufacturing
Now it's possible to create work order from sales order. In case if you are manufacturing company. You might need to connect your sales order with work order and which comes with customer, branch details. So you can pass the details clearly from work orders and also auto work order feature is available based on your sale order.
Once your work order gets completed, you can make sales delivery and deliver the goods and service to customer.