1. Select the Sales order
Click on the sub-menu ''Sales order''.
2. Sales orders list - Select adding a new sales order
Click on the icon (+) to Add a new sales order.
3. Entering Sales order data - page header
Enter data in the header of the Sales order page. Mandatory fields are marked with (*)
1. Enter the Sales order number (if the automatic numbering is not configured)
2. Enter the Sales order date
3. Select the Customer
Optionally, the following may be edited:
4. Due date for purchase
5. Name (for example - the name of the project that the sales order is created for - enable fast search if there are more sales orders)
6. Number of the customer's order, which is transferred to the delivery note or invoice
7. Additional instructions for order processing, that you agreed with the customer beforehand
8. Order status
When the order is completed, you can manually close it by entering the date in the ''Finish date'' field.
4. Adding product to the Sales order
Click on "+ Add product" to add the ordered product to the sales order
1. When you add the quantity (additional description, discount, and price) in the dialog that opens after clicking on ''+Add product'', a row is created in which the ordered quantity is displayed.
The row has additional columns that display the order fulfillment status for an individual row and they are automatically filled in:
- Created: displaying the quantity of product that is created (if using work orders)
- Shipped: displaying the quantity of product that is shipped with the delivery note
- Invoiced: displaying the quantity of product that was invoiced with the invoice
5. Adding additional text to the Sales order
To add additional text to the Sales order, click on ''+Add text to document''
1. Enter the text that will be displayed in the Sales order (such as additional conditions, description, and instructions) in the field that opens.
Text is saved and you may select it and drop it to the list next time.
Text that you would always like to display in the bottom part of the order, mark as the ''default'' one,
6. Save&Print Sales order data
Save your entries by clicking on ''Save''; to print it, you need to click on ''Print''.
7. Print the sales order and send the respective confirmation
1. Click on the Printer and select ''Sales order confirmation''
8. Transfer the Sales order to the Work order/Shipping note
1. Click on Tools - Transfer to Shipping note, when the warehouse needs to be informed about shipping the order.
9. Closing the order - no realization
If the order is not going to be processed or the customer is not willing anymore to receive some of its products, the order will receive the ''Manually closed'' status.
NOTE: It is necessary to consider internal rules for subsequent modification/closing of the sales order!!!
The meaning of automatic status
Sales orders have automatic statuses that are changed according to the product. Namely, the ''Partially shipped'' status means that the sales order was partially transferred to the delivery note. Once it is completely transferred, the order will receive the ''Shipped'' status. If the status is automatically set (see value in the table below), it cannot be manually set to this value. Hence, the sales order cannot receive the ''Closed'' status if it is yet to be transferred to the invoice, since the status will automatically change to the predicted value (i.e. Shipped).
| Status | Label | Set automatically? | Meaning |
| New | created | YES | A new order has been created |
| Partially created | complete_part | YES | Partially created through work orders for the ordered products. |
| Created | complete | YES | Completely created through work orders for the ordered products. |
| Partially shipped | shipped_part | YES | Partially shipped via receiving note. |
| Shipped | shipped | YES | Completely created via receiving note. |
| Partially invoiced | invoiced_part | YES | Partially invoiced. |
| Closed | invoiced | YES | Completely invoiced. |
| Manually closed | manually_closed | NO | Manually closed. No matter the work in the sales order or other documents, the status will not be automatically changed. |
In case of having partially created/shipped/invoiced products, the status will be always set to the newest possible one. Example:
The sales order has several products, but only a portion of them has been created: Partially shipped status
The sales order has several products, but only a portion of them has been created, shipped, and invoiced: Partially invoiced status
List of open sales orders
In the sales orders list you may choose the option for displaying the open sales orders only. Those are all the orders that have/are:
no finish date added
no ''Manually closed'' status configured
- not completely invoiced. In this case, the sales order automatically receives the ''Closed'' status.