How to create a sales order
Record a confirmed customer order as a sales order, so the quantities are tracked until they are invoiced and shipped.
In this video
- Create a sales order for a customer
- Reserve quantities before invoicing
- Track the order and its remaining quantity
Step by step
- Open Sell and choose Add Sales Order.
- Pick the customer and add the products and quantities they confirmed.
- Save, then find the order in the sales order list.
- When you invoice, pick this order so its lines fill in.
Why it matters
A sales order sits between the quotation and the invoice: the customer has said yes, but nothing has been delivered or billed yet. Recording it shows how much is promised to customers, so you do not sell the same stock twice and you know what is still to be invoiced.
All Sales videos
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2:27
Lesson 1
How to create a quotation
Give a customer a priced quotation: pick the customer, add products and quantities, check the VAT and total, save it and find it in the quotation list.
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2:25
Lesson 3
How to create a VAT invoice and take a payment
Create a VAT invoice for a customer, take a part payment in cash, and check the invoice and the amount still due in the sales list.
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2:09
Lesson 4
Shipping and delivery notes for an invoice
Record where and how an invoice is delivered, set the shipping status, assign a delivery person, track it in Shipments, and print the delivery note.
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2:12
Lesson 5
How to receive a customer payment
Record the balance a customer pays on an invoice, choose the payment method, and confirm the invoice is marked Paid with the full payment history.
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2:34
Lesson 6
Credit notes and sales returns explained
Take goods back from a customer with a sales return, which issues a credit note, refunds the money and puts the stock back.
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2:03
Lesson 7
How to read the customer ledger
Read a customer's account: the opening balance, every invoice, payment and credit note with a running balance, and the amount due today.
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