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Working with Sales Orders

The Sales Order is used to confirm, record and track the progress of a sale.

It is a ‘living’ record of what was sold and the ‘state’ of what has and has not been delivered.

The Sales Order in combination with Memos, is used to track and review all the details and events from the time the Customer ordered to the time everything has been delivered.

Confirming a sale

When a customer sends a Purchase Order, use the Sales Order to record the details of the Purchase Order.

You may send the Customer a copy of the Sales Order to confirm you have received, understood and agree to their purchase request.

Recording a sale

Use the Sales Order to record the items and the details of what the Customer wants to buy.

Tracking a sale

The Sales Order keeps track of what has and has not been invoiced and delivered.

When invoicing from the Sales Order, the ‘Qty’ invoiced column is automatically updated to show the quantity of Items that have been invoiced or delivered.

Forecasting a sale

With Sales Forecasting you can create a Sales Opportunity from the Sales Order so that the Items and their value shows up in your Sales Forecast. See Sales Forecasting.

Automatically Creating Purchase Orders

You can automatically create Purchase Orders from a Sales Order by using the Actions ‘Drop Shipment’ or ‘Special Order.’ See Drop Shipment and Special Orders.

You can automatically create Purchase Orders for back-orders. See Creating Back Orders.

Pick, Pack and Ship

If your business has a more complex order processing requirement, Sales Orders form the basis of a more comprehensive Pick-Pack and Ship process which is used to control the whole order processing work-flow. See Pick-Pack-Ship Process.


Entering Line Items
Working with Transactional Documents
Working with Items

How to create a new Sales Order

See Creating new Transactions and Entering Line Items for the basic information.

Sales Order Key Facts

  • Sales Orders are used to confirm, record and track the progress of a sale.
  • Issuing a Sales Order does not affect the associated Customer balance.
  • The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).
  • You can create an Invoice or Cash Sale from a Sales Order. The Sales Order will automatically keep track of the Items sold/invoiced.
  • The Printed Document can be formatted with your company logo, colors etc. See Working with Document Templates.

Also Read About

Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Allocating Stock to Sales Orders
Pick-Pack-Ship Process
Pick Lists
Packing Slips/Delivery Notes
Creating Back Orders
Drop Shipment and Special Orders
Working with Sales Invoices
Working with Cash Sales
Checking Stock Availability
Working with Shipments
Printing Documents
Working with Emails
Transaction Audit Trail
Working with Sales Opportunities
Working with Memos
Working with Classifications
Working with Jobs
Working with Price Levels
Working with Price Lists