5. Sales Order & Invoice
After a quotation is approved, the sales process continues through Sales Order and Invoice.
Sales order
Menu: Sales Order → New | List
| Action | URL |
|---|---|
| Create | |
| List |
Typical flow
- Open Sales Order → New.
- Select customer (searchable dropdown).
- Link to enquiry / quotation or enter order lines manually (per your setup).
- Set quantities, rates, delivery dates, and terms.
- Submit to save the order.
Sales order list
- View all orders with filters.
- Open View for details.
- Use Edit where permitted to change pending orders.
Import
Sales Order Import () — bulk import orders from file where configured.
Invoice (sales / outward)
Menu: Invoice → New | List
| Action | URL |
|---|---|
| New invoice | |
| Invoice list | |
| Outward / dispatch |
Creating an invoice
- Invoice → New — choose invoice type/module.
- Select customer and branch.
- Add products / box items with qty, rate, GST.
- Review totals, TCS/TDS if applicable.
- Save and print invoice.
Outward (dispatch)
Tracks material leaving the factory against sales orders:
- Outward list:
- Links dispatch to inventory reduction
Customer master
Menu: Customer
Maintain before enquiries:
- Customer name, address, GSTIN
- Credit limit and balance
- Contact persons (departments)
- Receipt / payment terms
Status notes
Sales and booking reports typically exclude records marked:
- No Need
- Cancelled
Ensure order status is updated correctly for accurate MIS.