Create a sale order

This article covers sale orders creation within Stock&Buy.

To create a sales order click go to the Sales page and click on New sales order.

This will create a draft sale order and bring you to order details page.

Order details view

The order details view is a page where you can view all details related to a sale order.

The page has two sections, a main pane where the order line items are displayed and a secondary pane located on the right hand side of the screen where you can perform various actions on the sale order.

To fill out the sale order:

1. Start typing a customer name into the customer input box. If the customer is not listed, you will need to create it first
2. Select your customer’s billing and shipping addresses, If your customer has only one address, it will automatically be filled in for both fields
3. Select the location you want to ship products from
4. Click on Add a new line to add a new order item 
5. Start typing your product name or SKU in the Product name column, Stock&Buy will display a list of items which match the search term
6. Enter the line item details: quantity, discount, price and tax rate
7. Click on Add landed cost to add extra charges such as shipping and handling

Stock&Buy will automatically populate the order line item prices from the retail price list if the customer’s business type is retail. It will bring up the wholesale price otherwise.

Hit the Save button to save your order. 

Sale order statuses

Every sale order in Stock&Buy goes through 4 stages. Quote, Allocated, Invoiced and Shipped.

The table below outline each order status and the different actions which can be taken at each stage.