BasisBasis
Inventory

Sales Orders

Capture a customer's order before fulfillment. The SO drives Delivery Notes (GDN) and Sales Invoices — track delivery and invoicing status at a glance.

Menu: Inventory → Sales Orders · Route: /sales-orders

Sales orders list

Creating a Sales Order

Go to Inventory → Sales Orders, then click New.

  1. Select the Customer (autocomplete by name or code).
  2. Set the Order Date and optionally a Delivery Date.
  3. Add line items: search for an Item, enter Qty, confirm Unit Price and Tax. Price auto-fills from the item's selling price or assigned Price Level.
  4. Apply a Discount % per line if needed.
  5. Optionally assign a Salesman, Project, Currency, or per-line Location.
  6. Add a Narration and click Save.
Sales orders form

Header fields

FieldStatusNotes
SO NumberAutoAuto-generated from the SO voucher series.
DateRequiredOrder date.
CustomerRequiredMust be a party with Customer type.
Delivery DateOptionalExpected delivery date — informational only, no automatic action.
ReferenceOptionalCustomer PO number or external order reference.
SalesmanOptionalAppears when the Salesman feature is enabled.
CurrencyOptionalAppears when Multi-Currency is enabled.
ProjectOptionalAppears when Projects feature is enabled.
NarrationOptionalInternal notes about the order.

Line fields

FieldStatusNotes
ItemRequiredSearch by item code or name.
DescriptionOptionalAuto-fills from item. Can be overridden per line.
QtyRequiredOrdered quantity. Delivery and invoice tracking compare against this value.
UnitOptionalAuto-fills from item's default unit.
Unit PriceRequiredSelling price — auto-fills from item or price level.
Discount %OptionalLine-level discount percentage.
TaxOptionalTax category — auto-fills from item.
LocationOptionalDelivery-from warehouse. Appears when Multi-Location is enabled.
A Sales Order does not post any GL entries or move stock. It is a commitment document only. Stock moves when a Delivery Note (GDN) is created against it; revenue is recorded when a Sales Invoice is raised.

Delivery & Invoice Status

The SO list shows two status columns: Delivery Status (Not Delivered / Partial / Fully Delivered) and Invoice Status (Not Invoiced / Partial / Fully Invoiced). Both update automatically as GDNs and Sales Invoices reference the SO.