Sales Order View Transaction

The Sales Order View provides a detailed breakdown of the sales transaction after creation, including the order's  details, customer information, line items, totals, and available actions. It enables users to review the order, track fulfillment status, manage to processes delivery, and perform operations like editing, deleting, emailing, printing , work order , and payment.


At the top of the Sales Order view, our system displays the following order details:

  • Reference: The unique reference number for the sales order (auto-generated, e.g., 009/2024).
  • Ordered On: The date when the order was placed (e.g., 21/02/2026).
  • Due Date: The due date or requested delivery date for the order (e.g., 21/02/2026).
  • Sales Man: The salesperson assigned to the order.
  • Sales Area: The sales area or region associated with the order.
  • Created By: The user who created the sales order.
  • Created On: The date and time when the order was created (e.g., 28/02/2026 01:49 PM).

Prepaid Order Details

This will display only for prepaid orders.

  • Required Pre-Payment: The mandatory prepayment amount for the order.

  • Non-Invoiced Prepayments: The amount of prepayments received but not yet invoiced.
  • All Payments Allocated: The total amount of payments that have been fully allocated to the order.

Customer Details

Below the header, the Sales Order view displays the following customer information:

  • Customer Name: The name of the customer placing the order.
  • Contact Information: The customer's contact details, including address and phone number.

Delivery Details

The Sales Order view includes the following delivery information:

  • Delivery Name: The name of the recipient for delivery.
  • Delivery Address: The address where the goods are to be delivered.
  • Contact Phone: The contact phone number for the delivery location.

Line Details

The Line Details section displays a table or list of all items included in the sales order, with the following information shown for each line item:

  • Item Description: The description of the item ordered.
  • Quantity: The quantity of the item ordered.
  • Unit: The unit of measurement for the item (e.g., each).
  • Price: The price per unit of the item.
  • Discount: Any discount applied to the item.
  • Item Tax Type: The tax type applicable to the item (e.g., GST 18%).
  • Total: The total amount for the item after applying price, discount, and tax.
  • Delivered: The quantity of the item that has been delivered to the customer.


Delivery Notes

Next to the Line Details tab, the Delivery Notes tab shows all connected delivery notes for this sales order in a simple table format with the following columns:

  • Delivery: The unique delivery note number. This is clickable user e.g., Auto).
  • Order: The linked sales order number (e.g., Auto).
  • Delivery Date: The actual date the goods were delivered/shipped (e.g., 21/02/2026).
  • Due By: The expected or due delivery date (e.g., 21/02/2026).
  • Delivery Total: The total value of goods in this delivery note (e.g., ₹1,701,823.400).
  • Status: Current status of the delivery note (e.g., Invoiced).
  • More: Each row may also include More dropdown for additional actions like Invoice, Print, Email and others.

Allocations Tab

This tab provides a clear overview of all payments received and how they have been allocated (applied) to the current sales order.
It displays a simple table with the following columns:

  • Type: The type of payment or receipt (e.g., Customer Payment).
  • Reference: The unique reference number of the payment receipt (e.g., 156/2026).
  • Date: The date when the payment was received or recorded (e.g., 01/03/2026).
  • Total Amount: The full amount of the payment received (e.g., 700.000).
  • Left to Allocate: The remaining amount from this payment that has not yet been applied.

This Allocation: The specific amount from this payment that has been allocated/applied to the current sales order (e.g., 700.000).
At the bottom of the table, summary totals are shown:

  • Total Allocated: The total amount allocated to this sales order from all payments (e.g., ₹700,000).
  • Left to Allocate: The remaining unallocated amount for the order (e.g., ₹0.000).


Actions

  • Edit: Make edits to the sales order (update quantities, prices, dates, customer info, items, etc.).
  • Delete: Permanently delete the sales order (only if not processed, delivered, or invoiced).
  • Print: Print the sales order confirmation, pick list, or packing slip.
  • Email: Send the sales order details or PDF to the customer via email.
  • Delivery: Create a new delivery note from this sales order (if quantity remains to deliver).
  • Share Link: Generate a secure shareable link to view the sales order.
  • Payment: Record a customer payment or prepayment against the order (appears only for Prepaid orders).
  • Prepayment Invoice: Generate prepayment invoice for the required amount (appears only for Prepaid orders).
  • Work Order: Create a work order / manufacturing order for the items in this sales order (appears only when the sales order contains manufacture-type items that require production).


Notes

  • The Super Admin can define and hide the Edit and Void buttons for other users based on permissions.

  • This User Interface will change based on add-ons installed by the user. For example, if an "Approval" add-on is enabled, an extra tab will display on the view page containing the details of the invoice created by the user for the Super Admin.


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