Introduction to the Sales Order Register

Using Standard ERP you can record every stage of the sales process in sequence from the Quotation through the Order and the Delivery to the Invoice and payment. You can begin the sequence at any stage (with the exception that a Delivery must be created from an Order).

When you receive an Order from a Customer, you can record it in Standard ERP in one of three ways:

  • You can enter the Order directly to the Order register in the Sales Orders module.

  • If the Customer placed the Order in response to a Quotation that you sent them, you can create the Order from the Quotation.

  • If you are using the Job Costing module, you can also create Orders from Project Budgets. This will be useful when you need to supply Stocked Items as part of a Project.
From the Order, you can create Purchase Orders for the Items you have sold if you don't have them in stock, you can create a Delivery when you ship the Items to the Customer that will also remove them from stock, and you can create an Invoice to ask for payment. If you need a deposit from the Customer, you can create a Down Payment Invoice at any point in the process.

Before you start entering Orders, you should define your current accounting year using the Fiscal Years setting in the Nominal Ledger, and you must do so before creating Deliveries and Invoices. If necessary, you should also define your sequence of Order Numbers using the Number Series - Orders setting.


The Sales Order register in Standard ERP:

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