Add a New Sales Order

Adding a New Sales Order

1. Hover over the "Sales" option in the side navigation bar. Click on "Sales Order" from the dropdown menu. Alternatively, click on "Sales," and then select "Sales Order" tab.
   
   
   
   
   
2. You will be directed to the Sales Order List page. Click on "New Sales Order " button. A form will appear. 
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the Sales Order . You can also create a new customer on the go by clicking the "Add Customer" button in the dropdown list. 
   
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer. 
   
   
   
5. Click on the "Item" dropdown and select the item(s) from the list for which you want to create the Sales Order . You can also create a new item by clicking the "Add Stock Item" button in the dropdown list. After selecting the item(s), fill in the respective fields such as quantity, rate/item, and tax. 

   
   
   

   
   

   
   
   
   
   
6. You have several saving options:

   Save the Sales Order , Save the Sales Order and open a new Sales Order form, Save and send the Sales Order , Save the Sales Order as a draft. You can also add attachments to the Sales Order.

   
   

   
   
   By following these steps, you can efficiently create a new Sales Order in your software, ensuring accuracy and completeness. 

   
   

You also have the option of creating a Sales Order By Simply Importing Item List. Follow these steps:

1. Click on the Export Item List option (as highlighted in the image below).
   
    
   
   
2. In the exported file, fill in the  details like qty. Rate and Cost center etc..
   
    
   
   
3. After making the changes, browse and select the same file you prepared, then click on Save button or Save it as Draft as per your requirement.
   
   
   
4. If there are any issues, the system will clearly display the errors. If there are no issues, the Sales Order will be Created successfully.
   
   

Note: You can only use Cost Center in Sales Order if it has been enabled in Global Settings. Follow the below mentioned steps to enable it 

1. Go to Settings by clicking on the settings icon.
   
   
   
   
   
2. Navigate to Global Settings and open it.
   
   
   
   
   
3. Locate the checkbox "Show Cost Center" and tick it (if it is disabled).
   
   
   
   
   
4. Click on the Save button at the lower-right side of the screen. After saving, the Cost Center column will appear in your Sales Invoice.