Introduction – Sales Order

A Sales Order is a document sent to your customers confirming the items and prices of a sale. A sales order is usually created after your customers accept a quote and your items are ready to be shipped or delivered to your customers.

The workflow of a sales order in Erpisto is as follows:

• Create a sales order that details the items you will sell to your customers and their prices. Save it as a Draft.
• Once the sales order is confirmed, convert it to Open.
• Convert the sales order into an Invoice and send it to your customer.

Create Sales Order #

Before creating a sales order in Erpisto, you must ensure that the Sales Order module is enabled in Erpisto. Here’s how you can do it:

• Go to Settings > Preferences > General.
• Ensure that the Sales Orders box is marked.
• Click Save at the bottom of the page.

Now, you can create a sales order in Erpisto. Here’s how:

• Go to Sales > Sales Orders.
• Click the + New button in the top right corner of the page.
• Fill in the customer and item details, shipment date, and other fields applicable to your sales order.
• Click Save as Draft to create a draft or Save and Send to send it to your customer’s email address right away.

Marked As Confirmed #

If you have saved your sales order as a Draft, you can convert it to the Confirmed status to ensure that the sales order is active and shows up in your sales reports.

To mark a sales order as open:

• Select the sales order (in the Draft status) which you want to convert to confirmed.
• Click Marked As Confirmed on the top right side of the page.