Introduction – Sales order

Create a sales order #

1. From the menu on the left, choose Sales -> Sales orders.
2. Click Create sales order in the top right.
   
3. Enter the requested information, some additional details are given below:
   
   1. Customer: it’s best to choose the customer before adding items. This way, you will have all the right information for that specific customer (e.g. price lists, taxes, etc.).
   2. Customer information, shipping and billing address: if all this information is filled in the customer profile, it will appear. It is still possible to modify them directly in the order.
   3. Customer notes: comments or instructions left directly by the customer regarding their order.
   4. Notes: allows you to add notes to the customer. These notes automatically appear at the bottom of the PDF document sent to the customer.
   5. Conditions: allows you to add specific conditions related to the order. They also automatically appear at the bottom of the PDF document sent to the customer.
4. To add items to the order, click the Add button. An item selection window will open. Learn more about this window.
   
5. Once an item has been added, you can adjust its information :
   
   1. Item: general information about the item.
   2. Quantity: information on the quantity status. Note: the net weight can only be modified if the item’s selling price calculation method is based on the material weight.
   3. Cost: information on price, margin, discount and taxes.
6. Click Save in the top right when you’re done.

Duplicate a sales order #

Duplication allows you to create a new sales order without starting from scratch. The basic order and customer information is automatically transferred.

Special cases if the order is associated to a project :

1. From the menu on the left, choose Sales -> Sales orders, and then click the desired sales order.
   
2. At the top right, click More Actions -> Duplicate.
   
3. The sales order creation window opens with the information already filled.
4. If necessary, make changes to the order and items, then click Save.
   

Edit a sales order #

You can’t edit a sales order that is in the Closed or Cancelled status.

1. From the menu on the left, choose Sales -> Sales orders.
   
2. Click the sales order that you want to edit. The information about this command will appear on the screen.
3. Click Edit in the top right.
   
4. Make the changes you want. When you’re done, click Save in the top right.

Delete a sales order #

You can’t delete a sales order that is in the Closed or Cancelled status, that has shipped and/or invoiced items, or that is linked to project cards.

1. From the menu on the left, choose Sales -> Sales orders.
   
2. In the list, check the sales orders that you want to delete.
3. Click Delete at the top of the list.

Cancel a sales order #

1. From the menu on the left, choose Sales -> Sales Orders.
   
2. Click the sales order that you want to cancel. The information about this command will appear on the screen.
3. From the More Actions menu  in the top right, select Cancel. This action cannot be reversed.