• A sales order is a commercial document — prepared by a seller and issued to a customer — confirming the sale of goods or services involved in a given transaction.
  • Go to Sales>>Orders>> Sales Order

  • Click on the “+” button to create a new Sales order
  • Select the prefix for the order 
  • Select the Customer name, Location Code,

By clicking on the (+) button user can add an item /service item/deposit at the line level.

  • Select the item from the pop-up. Enter the QTY, price, and line discounts if any. Click on the “Enter” Key or the “SAVE” button.
  • Select SEND FOR APPROVAL from the dropdown and click on GO.

Select APPROVAL from the dropdown and click on GO to approve the document.

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