A sales order is an internal document created to confirm a purchase. Once the order and inventory are approved, an Invoice can be generated for payment from the sales order.
Overview
- Prerequisites
- Accessing Sales Orders
- Set Columns to Display
- Create a New Sales Order
- Edit a Sales Order
- Approve a Sales Order
- Delete a Sales Order
- Invoice a Sales Order
Prerequisites
- Distro > Settings > Current Shop Settings > Invoices & Orders > Sales Orders
- Approval Required:
- Enabled will create Sales Orders in Draft Status
- Disabled will create Sales Orders in Approved Status
- Default Due Date (Days): Enter the number of business days in the future to calculate the due date
- Approval Required:
Accessing Sales Orders
The orders page opens a list that displays the current orders with the following information:
- Status: Draft > Approved > Invoiced > Paid and / or Shipped > Complete
- Customer: The company that placed the order
- Created Date: The date the Sales Order was Created
- Due Date: The due date for this Sales Order
You can also search for a sales order and select the columns to view.
NOTE: The Status of Paid, Shipped, and Complete will be updated as the Invoice is processed.
To Begin, navigate to:
- Distro > Sales > Orders
Set Columns to Display
- Click on the Columns Icon on the right-hand side
- Click on the column name to toggle a checkmark on the columns to display
Create a New Sales Order
- Distro > Sales > Orders
- Click on the +New Order button
- Enter the information to create the Sales Order
- Customer: Required. Select the customer from the drop-down list
- Due Date: Required. Enter the due date or use the calendar icon to select the date
- Click + Add Line Item for each Product that you need to add
- Product: Select the product from the drop-down list
- Qty: Enter the number of the products to order
- Available Qty: Displays the quantity that is available to be ordered
- Rate: Enter the cost of the product
- Amount: Displays the rate multiplied by the Qty ordered
- Disk icon: Click the green icon to save this product
- Trash Can Icon: Click the Red Trash Can icon to delete this product
- Pencil Icon: Click the pencil icon to edit this line item
- Click the Save button at the bottom to save this order
NOTE: Each line item must be saved using the Disk Icon before creating a new line item.
Edit a Sales Order
NOTE: You can only edit a Sales Order with DRAFT status. Check the Prerequisite if it is not in a Draft Status.
- Distro > Sales > Orders
- Click on the Check Box next to the order to edit
- Click on the Actions Select Button
- Click on the Edit Order option
- Click the Pencil icon to edit a product
- Click the Red Trash Can to delete a product
- Invoice Date: Enter or select the Invoice Date
- Click Save to save your changes
Approve a Sales Order
NOTE: The Approve Order option will only display if Approval Required is enabled. See Prerequisite
- Distro > Sales > Orders
- Click on the Check Box next to the order to Approve
- Click on the Actions Select Button
- Click on the Approve Order option
Delete a Sales Order
- Distro > Sales > Orders
- Click on the Check Box next to the order to Delete
- Click on the Actions Select Button
- Click on the Delete Order option
- Click on the Confirm Button
Invoice a Sales Order
- Distro > Sales > Orders
- Click on the Check Box next to the order to Invoice
- Click on the Actions Select Button
- Click on the Invoice Order option
- For step-by-step instructions see the support article Creating an Invoice