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.

Order status Stock level status Actions which can be performed
Quote The order has no impact on stock levels at this stage.
  • Add notes
  • Saved
  • Emailed
  • Changed – add, update or remove order items and extra charges
  • Deleted
  • Allocated
Allocated

All quantities in the order are allocated. The total inventory levels remains unchanged as the items sold are still on your warehouse. The available stock levels are decreased as a result of the allocations. This is to avoid double-selling your products.

Check out this article for more details about total, allocated and available stock.

  • Add notes
  • Saved
  • Emailed
  • Changed – add, update or remove extra charges.
  • Order items are locked at this stage and cannot be modified
  • Invoiced
Invoiced No stock level changes at this stage apart from those made in the Allocated stage above. 
  • Add notes
  • Saved
  • Emailed
  • Changed – add, update or remove extra charges.
  • Order items are locked at this stage and cannot be modified
  • Print invoice
  • Shipped
Shipped

This is the final stage of a sales order life cycle. A sale order is meant to be set to this state when the goods are shipped out of your warehouse. At this stage, the system releases inventory allocations and decreases the total inventory. 

Check out this article for more details about total, allocated and available stock.

  • Add notes
  • Saved
  • Emailed
  • No changes allowed at this stage
  • Edit shipment details
  • Print packing slip

 

 

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