🧾 Sales Orders

📘 Overview

The Sales Orders interface allows administrators to manage and track customer sales orders effectively, providing options for filtering, reviewing, and managing orders in a table format.

📑 Sales Order Records

• Number: Unique ID for the sales order (e.g., SOINV/2025/3/00009).
• Payment Reference: Payment reference linked to the order.
• Name: Customer name.
• Date: Creation date of the order.
• Due Date: Deadline for payment or delivery.
• Status: Current order status (e.g., Draft, Posted).
• Total: Total order value.
• Current Step: Next step in the workflow.

⚙️ Table Controls

• Entries per Page: Shows 5 entries by default.
• Pagination: Navigate through orders using « ‹ 1 › » buttons.
• Delete Selected: Remove selected sales orders.

🔍 Filtering Sales Orders

• Filter Button: Opens filter options at the top.
• Filter Fields: Number, PO Reference, Date Range, Due Date, Project, Customer, Location.
• Search: Apply filters to view matching results.

➕ Creating a Sales Order

• Click Create to begin a new order.
• Customer: Select existing or add a new customer.
• Reference Number: Choose or create a reference.
• Currency: Select the transaction currency.
• Date & Due Date: Set the creation and due dates.
• Journal: Assign the journal (e.g., Customer Invoices).
• Retention: Enter a percentage if applicable.

🧾 Adding Items

• Template: Apply a predefined item template.
• Add Existing Item: Select from system items.
• Add New Item: Manually enter item details.
• Get Reference Items: Auto-fill items from selected references.

💰 Total Calculations

• Final Price: Calculated from unit price × quantity.
• Taxes: Total applicable tax per item.
• Price Include Tax: Indicates tax-inclusive pricing.
• Total: Grand total for the order.

📤 Actions

• Save: Save the order as a draft.
• Submit: Finalize and proceed with processing.

💡 Tips for Efficient Use

• Regularly review Draft orders for timely action.
• Use filters to locate specific records quickly.
• Double-check due dates and payment references before submission.