1- From the Main Menu, click on “Sales” and select “Sales Orders”.
2- To begin creating a new sales order, click on "+New"
3- Fill in the Required Details
3.1- Customer Name: Select the customer's name.
3.2- Branch: Choose the branch from which the customer is purchasing.
3.3- Sales Order Number: This is automatically generated as a sequential number.
3.4- Reference: Enter the customer's order reference (e.g., Purchase Order number).
3.5- Sales Order Date: Select the date for the sales order.
3.6- Payment Term: Choose the agreed payment term.
3.7- Expected Shipment Date: Select the planned shipment date.
3.8- Sales Person: Choose the sales representative handling the order.
3.9- Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”).
3.10- Item Details: Select the item(s), specify quantities, adjust prices if necessary, and select tax.
3.11- Notes: Add any relevant notes pertaining to the sales order.
3.12- Terms and Conditions: Include any terms and conditions.
3.13- Attach File: Upload any related attachments
4- Save the Sales Order
You can either save the Sales Order as a draft by clicking "Save as Draft" or save it by clicking "Save."