Sales Order
Estimate to Sales Order
Prepare a quotation from the estimate
proceed to sales order.
Order to Customer
Placing the order to the customer by creating new order
Giving the information for the order number and date to place the order.
Select the customer and all the necessary details to place sales order
You can specify number of product details for one sales order.
Order to purchase order
Once the sales order is placed
You can automatically place the purchase order from the action drop down
On clicking that option you can save your purchase order transaction by specifying the purchase order number.
Order to Invoice
Once the Order is placed proforma invoice or the invoice is made automatically
It provides or shows you the proforma invoice automatically generated form the sales order
Invoice your sales order.
You can also prepare invoice which is posted to invoice creation and save the invoice.
By specifying the invoice number and the product details invoice can be created from the sales order.
Other Actions
Action --> print
The created sales order can be printed in the formal needed.
Action --> prepare invoice/copy from quotation/prepare purchase order.
The created order can be made for sales invoice
It can be copied from quotation.
Action --> cancel
You can cancel the current transaction
Action --> delete
It deletes the whole transaction.
This action helps you to view the whole transaction made and the same action is specified in the action dropdown of view page.