Sales Order Creation

Learn how to create and manage sales orders in Prosessed AI.

Overview

A Sales Order is created when a customer places an order for products.

It is the starting point of the sales process and connects to:

• Inventory
• Invoicing
• Payments

When to Use Sales Order?

Create a sales order when:

• A customer places an order
• You want to reserve stock
• You want to track pending deliveries

Steps to Create a Sales Order

1. Go to Sales → Sales Order
2. Click on Add New

Basic Details

Select Customer

• Choose the customer placing the order
• Customer pricing and tax will be applied automatically

Set Order Date

• Date when order is created

Select Price List

• Automatically fetched from customer
• Can be changed if required

Add Items

1. Click Add Row
2. Select item
3. Enter:

• Quantity
• UOM (pcs / carton)
• Rate (auto from price list)

Pricing & Discount

• Price is auto-filled from price list
• Discounts can be applied:
  • Per item
  • Overall order

Check Stock Availability

• System shows available quantity
• Helps avoid selling out-of-stock items

Taxes & Charges

• Taxes are applied automatically based on setup
• You can review or adjust if needed

Save and Submit

1. Click Save
2. Click Submit

What Happens After Submission?

• Order is confirmed
• Stock can be reserved
• Ready for delivery and invoicing

Sales Flow

Sales Order follows this flow:

Sales Order → Delivery → Invoice → Payment

Manage Sales Orders

You can:

• Edit before submission
• Cancel if required
• Track order status

Order Status

• Draft → Not submitted
• Submitted → Confirmed
• Completed → Fully delivered
• Cancelled → Order closed

Best Practices

• Always verify customer and pricing
• Check stock before confirming
• Use correct UOM (pcs vs carton)
• Apply discounts properly

Common Issues

• Wrong pricing → Check price list
• Item not available → Check stock
• Order not submitting → Verify mandatory fields

Example

Customer: ABC Traders

Item: Cheese Makhana

Qty: 10 cartons

Price: $96 per carton

What Next?

• Deliver order → Delivery Note
• Generate invoice → Sales Invoice
• Track payments → Payments