Sales Orders

Sales orders represent customer purchases, containing products, quantities, pricing, and delivery information.

Order Structure

Header Information

Order Lines

Each line represents a product:

Creating Orders

From Scratch

1. Navigate to Sales Orders
2. Click Add Order
3. Fill in header fields
4. Add product lines
5. Save order

Order Number

Generate unique order numbers:

• Sequential: SO-00001, SO-00002
• Date-based: SO-2024-001
• Custom format: Match your business needs

Adding Lines

For each product:

1. Click Add Line
2. Select product from catalog
3. Enter quantity
4. Confirm or adjust unit price
5. Set delivery date if different from header

Order Status Workflow

Status Transitions

New → Processing → Shipped → Delivered
 ↓
Cancelled

Status Meanings

Updating Status

1. Open order details
2. Click status update
3. Select new status
4. System records timestamp and user

Editing Orders

What Can Be Changed

Depending on status:

Modifying Lines

While order is New or Processing:

• Add new lines
• Change quantities
• Update prices
• Remove lines

Searching and Filtering

Quick Search

Find orders by:

• Order number
• Customer name

Advanced Filters

Order Calculations

Totals

The system calculates:

Line Total = Quantity × Unit Price
Order Total = Sum of Line Totals

Automatic Updates

Totals recalculate when:

• Lines are added
• Quantities change
• Prices are modified
• Lines are removed

Custom Metadata

Adding Custom Fields

Store additional order information:

• Payment terms
• Special instructions
• Reference numbers
• Custom attributes

Accessing Metadata

Metadata available in:

• Order details view
• Report exports
• Automation workflows
• Label templates

Deleting Orders

When Allowed

Orders can be deleted if:

• Status is New
• No picking has started
• No inventory movements

Process

1. Open order
2. Click Delete
3. Confirm deletion
4. Order removed from system

Best Practices

Order Management

• Update status promptly
• Add notes for special handling
• Track delivery dates
• Review open orders regularly

Data Quality

• Use consistent customer names
• Verify product selections
• Confirm pricing
• Complete all required fields