Creating a Sales Order is important in your business as they streamline the sales process by making it easier to fulfill orders, manage inventory, and ensure proper financial tracking. By implementing an efficient sales order system, your business can increase productivity, reduce errors, and have better control over sales operations.
In this guide, we will let you know how to create and process your Sales Order in Stock&Buy.
How to create your Sales Order and add Customer Information
To create your Sales Order:
- Go to your Sales module.
- Click + Create at the top-right corner.
- Fill out the necessary fields of information about your sales order.
- Click Save > Allocate > Invoice > Create Shipment at the top-right corner.
The following are the fields of information that you need to input for your Sales Order:
|Customer||The name of your customer. You can choose pre-defined customer information that you have added from your Customer contacts. You can refer to our Contacts module for more information on how you can set up your contacts.|
|Ship from||Your warehouse’s name from where your products will come from. You can refer to our Inventory and Warehouses guide for more information.|
|Order Number||The specified order number for the order. You can set up order number automatic sequencing from your Branding & Customization.|
|Currency||The unit of value used in a particular country. Usually based on your customer’s payment. You can set up your Currencies from your Account Settings.|
|Created at||The date when the transaction was created.|
|Customer Reference||A unique identifier for your customer.|
|Assigned To||The name of the user linked to your account that created the order. Helpful for those who have multiple users that use their Stock&Buy account. You can refer to our Users guide to learn more about managing your team.|
|Is Tax Inclusive?||If the taxes are already included in the total amount of the order. You can set your taxes in your Tax Settings.|
How to add line items to your Sales Order
You can enter the line items in your order in the other half of the Sales Order view page. This includes adding your landed cost, scanning bar codes for your products, and importing/exporting CSV files.
By selecting + New order line, you can select the products in your inventory.
Additional details about your Sales order are as follows:
|Allocations||The total number of allocated line items that are reserved to fulfill your order.|
|Notes & Tags||Additional comments or remarks about the specific order.|
|Invoices||Invoices sent to the customer for your tracking convenience.|
|Shipments||Shipping information that the specified order has.|
|Refunds||The reimbursement information from the specified order.|
|COGS||The total cost of goods sold represents the total cost incurred for the sold line items. You can refer to our Moving Average Cost article for more information on how this is computed. The margin column under the COGS tabs compares the quoted price vs. the product COGS and indicates whether the line is profitable.|
|Related Orders||Other orders that are created that are related to the specified order. (i.e., Purchase Orders)|
|History||Any changes or updates made to the order are recorded in History.|
|Attachments||Files or other inclusions that you want to add for the specified order.|
Send an Email or Invoice to your Customers
Utilizing our Branding & Customization feature in your Account Settings, you can create a template for invoices and emails you want to send to your customers. This is beneficial for sending quotes and invoices to your customers to give them detailed information about their orders.
The following are the fields of information to fill out and auto-populated when you send an email: