Sales
Create a sales order
Record what a customer has asked for before you bill it: pick the customer, add items, apply discounts, add terms, then submit or save a draft.
Updated 12 September 2026
A sales order records what the customer has asked for, before you bill it. Use one when goods are delivered later, when the order needs someone’s approval first, or when a customer wants a written confirmation of price and quantity.
Open the form
- Go to the left navigation panel.
- Click Sales.
- Open Sales Order.
- Click New Sales Order.
Customer and order details
- Select Customer, which is required.
- Expected Delivery Date.
- Reference Number.
- Payment Term.
- Warehouse.
- Billing Address, filled in automatically once you select the customer.
- Delivery Address, filled in automatically once you select the warehouse.
Add the products
The table holds the serial number, product name, quantity, rate per item, discount and total price. Select products by name or product code.
For several products at once, use the bulk selector. It shows the product list and a search box on the left. Your selection is on the right, with plus and minus quantity buttons, a delete icon on each line and Clear All. Click Close or Continue to finish the selection.
Discounts
The discount field follows the product’s discount mode. A product marked discountable accepts a discount as a percentage or a fixed amount. A product marked no discount has the field disabled. Your role also decides whether you can apply a discount at all, through its own discount permission.
Totals
The summary section calculates the subtotal, discount, taxable total, non-taxable total, VAT total and total amount, combining item-level discounts with order-level calculations.
Terms and conditions
Add terms for this order. Reusable sales terms are set up under Configuration, then Terms and conditions. They print on the document according to your invoice configuration.
Save it
- Cancel exits without saving.
- Save as Draft keeps the order editable.
- Save Sales Order submits it and moves it to Pending.
What happens next?
A submitted order enters the approval workflow. Once approved, it can be converted straight into a sales invoice. The customer and the lines carry across, and the order then shows as Completed. This is the reason to raise a sales order instead of writing a quote in a notebook: you do not retype anything, and nothing is lost between the order and the bill.