Introduction to SKYBIZ Sales Order

A Sales Order is an official document issued by a seller to confirm the details of a customer’s purchase request. It outlines important information such as the products or services ordered, quantities, prices, delivery schedules, payment terms, and other relevant conditions. Once a customer accepts a quotation or places an order, the sales order serves as a formal record authorizing the fulfillment of that order. In accounting, sales orders help track sales commitments, manage inventory levels, and generate invoices accurately. They are essential for ensuring clarity between the seller and the customer throughout the sales process.

How to Create a Sales Order?

Step 1: To create a sales order, navigate to Sales > Sales Order

Step 2: Fill in all fields with your customer information

Step 3: Select the item type, then add all kinds of inventory items/miscellaneous/GL that you want to add:

• The Item = All general or standard inventory items. Basically, for every product that has stock.
• The Miscellaneous = All non-Inventory Items such as labour charges, transport charges, project services, and more.
• The Bundling =  All bundling items that you have created.
• The G/L Code = Retrieve preset from the chart of accounts code.

Step 4 (optional): If you want to retrieve the quotation details for the sales order, click the Outstanding button. On the List of Outstanding screen, select the quotation as the transaction type and the document date period. Click the Refresh Button to show all Quotations, then tick the document checkbox you want to retrieve. Click the Use button to retrieve the quotation details for the sales order.

Step 5: On the bottom right, click the Save button to create your sales order, or click the Save and Print button to create and print your new sales order simultaneously.

Conclusion

In conclusion, a sales order is a vital document that formalizes a customer’s purchase request and guides the fulfillment process. It ensures that both the seller and the buyer have a clear and mutual understanding of the transaction details, such as product specifications, pricing, and delivery terms. Effective management of sales orders not only streamlines sales and inventory operations but also supports accurate invoicing and financial reporting, contributing to the overall efficiency and reliability of a company’s sales process.

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