• Order Date: This represents the official date on which the Sales Order is created.
• Required Delivery Date: Upon selecting a Payment Term, the system automatically populates this field relative to the Order Date to indicate when the customer expects to receive the goods. This is a suggested value that can be manually modified by the user before saving the record.

Customer's Current Credit

Customer's Current Balance

• Transactions by location
• Inventory and stock movements per branch
• Branch-wise accounting and reporting

• Activities and responsibilities within the company
• Approval workflows and internal controls
• Department-based reports and performance analysis

• Item Dropdown: Select an item from the list. If the item has default values (such as tax type or sales price), they will automatically populate the relevant fields. To add a new item on the drop down, click the + icon next to the dropdown, fill in the necessary fields, and submit the rendered popup. Users can also edit the item's name from here by clicking the pencil icon.
• QOH (Quantity On Hand): This field shows the available quantity in the selected location. Clicking on the displayed QOH value opens a detailed view showing the stock quantity, reorder level, demand, and purchase orders for the item across all locations.
• Quantity & Units: Enter the quantity being sold. The system supports multiple units for an item. For example, if an item is created with "meter" as the Primary Unit, you can sell it in "centimeter" if created in the item's unit mapping page, which is available on the Item's view page. Stock movement is always managed in the original stock unit.
• Delivered: This field displays the total delivered quantity from the order.
• Price Input: The default price is populated based on the selected sales type and location. A button at the start of the price box, when clicked, shows recent transactions for this item to help with pricing decisions. The price can be modified manually. The user can add the default value in the Sales Price tab, which is available on the Item's view page. The selected Price List (Sales Type) determines how the price is displayed: if the sales type is tax-inclusive, the price shown is after tax; if tax-exclusive, the price shown is before tax.
• Price After Tax: Displayed when the selected sales type is tax-included. The price already includes tax.
• Price Before Tax: Displayed when the selected sales type is tax-excluded. This is the item price without tax.
• Discount: You can apply a line discount. The discount can be entered as a percentage or a fixed amount. This behavior is set in Setup -> Preferences -> Use Amount Discount in Sales Line Discount.
• Tax Type(Optional): Tax Type is a field that shows the tax value for the respective item. If "Allow Item Tax To Change" is enabled, this tax type shows as a dropdown and can be changed while creating an order. You can enable it from Setup -> Preferences -> Allow Item Tax To Change.
• Add Item: Click the Add button to finalize the item and add it to the order table. Once added, you can edit or remove the line item as needed.
• Edit Icon: After completing a line item, if a user wants to change any input in that line, they can do so by clicking the Edit pencil icon displayed at the end of the line.
• Confirm Changes (Check mark Icon): Click this button to save your modifications (such as updated quantity, price, or discounts).
• Cancel Changes (Cancel Icon): Click this button to discard any unsaved changes and revert the line item to its previous state.
• Remove Icon: To remove a line item, simply click the "X" (Delete) icon displayed at the end of the respective row in the line items table.

• Sub-total: The sum of all line item totals before additional charges or discounts.
• Shipping Charges: An input field to add any shipping or delivery costs to the order.
• Discount %: An input to apply a percentage-based discount to the overall order total.
• Tax Details: This displays the total tax amount for the whole order. Here, the system provides an elaborate breakdown of the applied taxes (such as GST or VAT), displaying the tax percentage and the specific calculated tax amount (e.g., GST 5% - 2.00).
• Round Off/Discount: An input to adjust the final total for rounding purposes or to add a small fixed discount.
• Update Button: Click this button to refresh the form and recalculate all totals after making changes.

• Click the attachment icon or browse option in the order form.
• Select the files you want to upload from your computer.
• The attached files will be saved with the order for future reference.

• Click Draft while creating an order.
• The order will be saved without affecting stock or creating financial entries.
• Draft orders can be found in the order list with a "Draft" status.
• When you're ready, open the draft and click Place order to finalize it.

• Go to Setup -> Preferences -> Show Add Custom Field on Forms
• After enabling, the Add Fields option will appear in the form header, line items, and footer pages.
• You can delete custom fields whenever you want from the Setup -> Custom Fields page.

• Delivery: Once the Sales Order is confirmed, you can generate a delivery record to issue goods from the warehouse. This updates your inventory levels and tracks the shipment sent to the customer.
• Work Order: For manufacturing companies, a Work Order can be generated to initiate the production process. If the Auto Work Order checkbox was selected during order creation, this will be linked automatically to the sales order.
• Prepayment Invoice: For orders with a "Prepaid" payment term, a Prepayment Invoice is generated before delivery to request the specific amount defined in the PrePayment Required field.
• Payment: This action allows you to record the customer's payment. For prepaid orders, this secures the funds to unlock the delivery process; for pay-later orders, it records the settlement of the outstanding balance.