Advanced Sales Order

Learn advanced features of Sales Orders to handle complex B2B workflows efficiently.

Overview

Advanced Sales Orders help you manage complex scenarios like:

• Bulk pricing and discounts

• Multiple warehouses

• Partial deliveries

• Credit limits

• Special pricing rules

This is especially useful for wholesalers and distributors.

Multi-Item & Bulk Orders

You can add multiple items in a single order.

Features:

• Add multiple products

• Different quantities per item

• Mixed UOM (pcs, carton, kg)

Multi-UOM (Unit of Measurement)

Items can be sold in different units.

Example:

• 1 carton = 24 pcs

Benefits:

• Flexible selling

• Accurate pricing per unit

Advanced Pricing & Discounts

Item-Level Discount

Apply discount to individual items.

Order-Level Discount

Apply discount to entire order.

Pricing Rules (Advanced)

System can auto-apply discounts based on:

• Customer

• Customer Group

• Quantity

• Item Group

Credit Limit Check

If a customer has a credit limit:

• System checks outstanding amount

• Prevents order if limit exceeded

Multi-Warehouse Handling

You can select different warehouses for items.

Use Case:

• Same order fulfilled from multiple locations

Stock Reservation

Sales Order can reserve stock.

Benefits:

• Prevent overselling

• Ensure stock availability

Partial Delivery

You can deliver items in parts.

Example:

• Ordered: 100 units

• Delivered: 60 now, 40 later

System tracks remaining quantity.

Order Status Tracking

Advanced status includes:

• Draft

• To Deliver

• To Bill

• Completed

• Cancelled

Delivery Scheduling

Set delivery date per item.

Benefits:

• Better planning

• Customer commitment tracking

Taxes & Charges (Advanced)

• Multiple taxes can be applied

• Freight or delivery charges can be added

• Automatic tax calculation

Linking with Other Documents

Sales Order connects with:

• Delivery Note

• Sales Invoice

• Payment Entry

This creates a complete workflow.

Automation Features

• Auto-fetch pricing from price list

• Auto-apply taxes

• Auto-calculate totals

Best Practices

• Use pricing rules instead of manual discounts

• Always check stock availability

• Use correct UOM conversions

• Track partial deliveries properly

Common Issues

• Incorrect pricing → Check price list and rules

• Delivery mismatch → Verify warehouse and stock

• Credit block → Check customer limit

Example

Customer: XYZ Distributor

Items: Multiple products

UOM: carton + pcs

Discount: 10% bulk discount

Delivery: Partial in 2 shipments

What Next?

• Deliver items → Delivery Note

• Generate invoice → Sales Invoice

• Manage payments → Payment Entry