Sales Order

Sales Order records customer order before delivery or final invoice.

Menu Route

Sales Pre-Transaction

/form/salesorder

When to Use

When customer places an order that will be delivered or invoiced later.
When company needs approval or confirmation before shipment.
When ordered quantity, price, discount, tax, payment plan, and reward need to be prepared before final invoice.
When Sales Order should be tracked against Delivery Order and Sales.

Workflow

Open Sales / Sales Order.
Choose customer, division, department, date, salesperson, currency, and order information.
Fill product details with quantity, unit, price, discount, tax, department, and memo.
Fill planned payment, reward, points, or additional tax when used.
Review total, credit limit, and remaining quantity before saving.
Use Delivery Order or Sales to process the order further.

Form Fields

Field Group	Explanation
Customer	Customer placing the order.
Date and Document Number	Order identity and period.
Salesperson	Used for sales tracking.
Currency	Used for foreign-currency orders.
Status	Shows whether order is still open, processed, or canceled.

Detail and Calculation

Detail lines calculate subtotal, discount, tax, and order total.
Remaining quantity is tracked when order is delivered or invoiced partially.
Prices and discounts may come from product/customer rules.
Reward and points can be prepared from the order.

Header Fields

Field Group	Explanation
Customer	Customer placing the order.
Order Number and Date	Document identity and order period.
Salesperson / Service Staff	Used for sales follow-up and reporting.
Division and Department	Business unit and stock department.
Currency and Exchange Rate	Used for foreign-currency order.
Status	Controls whether order can be delivered or invoiced.

Payment Plan, Reward, and Tax

Payment plan can be prepared before final invoice.
Reward and point rules can be calculated from the order.
Additional tax can be estimated at order stage.
Final invoice should still be reviewed in Sales.

Checklist Before Saving

Customer and credit information are correct.
Product lines use correct unit, quantity, price, discount, and tax.
Delivery or invoice plan is clear.
Remaining quantity should be tracked when partially processed.
Status is correct before continuing to Delivery Order or Sales.

System Process

Sales Order does not usually post stock or receivable by itself.
Delivery Order can pull Sales Order to ship goods.
Sales can pull Sales Order to create final invoice.
Reports can compare ordered, delivered, invoiced, and remaining quantities.

Common Issues

Order cannot be pulled: check status and remaining quantity.
Credit limit warning appears: check customer credit limit and open receivable.
Price or discount is wrong: check customer price level and discount rules.
Product not available: check product status and access rights.