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A sales order records a customer’s order before it is invoiced. It is in the Sales orders menu (available if the module is active for the company).

Statuses

List

The screen shows each order’s number, customer, salesperson, date, total and status. You can search by number or customer and filter by status.

Create an order

1

Go to Sales orders → New order

2

Choose the customer

Required. If they do not exist, you can create them from the same form with New customer. A VAT-exempt customer does not pay the percentage tax, as in quotations.
3

Choose the salesperson (optional) and the order date

The date is required.
4

Add products

Search by name or SKU (minimum 3 letters) or create one with New product. On each line adjust quantity, price and discount (%). At least one product is required.
5

Review the totals and save with Save order

The taxes you see are an estimate: the system calculates the final ones when saving.

Actions on an order

  • View: opens the detail with the order information (expected delivery, notes) and its products.
  • Edit: only available while the order is Pending.
  • Confirm: moves a Pending order to Confirmed.
  • Invoice: available on Confirmed orders; marks the order as invoiced.
  • Cancel: available until the order is invoiced; asks for confirmation.