{"id":5606,"date":"2025-06-20T21:00:18","date_gmt":"2025-06-20T14:00:18","guid":{"rendered":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/?p=5606"},"modified":"2025-12-29T14:27:34","modified_gmt":"2025-12-29T07:27:34","slug":"salesorder_create","status":"publish","type":"post","link":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/salesorder_create\/","title":{"rendered":"Sales Order &#8211; Create"},"content":{"rendered":"<h4><strong>Introduction to SKYBIZ Sales Order<\/strong><\/h4>\n<p>A <strong data-start=\"173\" data-end=\"188\">Sales Order<\/strong> is an official document issued by a seller to confirm the details of a customer\u2019s 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.<\/p>\n<hr \/>\n<div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-5606-1\" width=\"640\" height=\"360\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/skybizglobal.com\/tutorial\/sales\/salesorder.mp4?_=1\" \/><a href=\"https:\/\/skybizglobal.com\/tutorial\/sales\/salesorder.mp4\">https:\/\/skybizglobal.com\/tutorial\/sales\/salesorder.mp4<\/a><\/video><\/div>\n<hr \/>\n<h4 data-start=\"525\" data-end=\"780\"><strong>How to Create a Sales Order?<\/strong><\/h4>\n<p><strong>Step 1:<\/strong> To create a sales order, navigate to <b>Sales <\/b>&gt; <strong data-start=\"196\" data-end=\"220\">Sales Order<\/strong><\/p>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5607 size-full\" src=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1.png\" alt=\"\" width=\"329\" height=\"498\" srcset=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1.png 329w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1-198x300.png 198w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1-99x150.png 99w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create1-300x454.png 300w\" sizes=\"auto, (max-width: 329px) 100vw, 329px\" \/><\/a><\/p>\n<p><strong>Step 2<\/strong><strong>:<\/strong> Fill in all fields with your customer information<\/p>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5610 size-full\" src=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2.png\" alt=\"\" width=\"1747\" height=\"551\" srcset=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2.png 1747w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2-300x95.png 300w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2-1024x323.png 1024w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2-768x242.png 768w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2-1536x484.png 1536w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create2-150x47.png 150w\" sizes=\"auto, (max-width: 1747px) 100vw, 1747px\" \/><\/a><\/p>\n<p><strong>Step 3:<\/strong> Select the item type, then add all kinds of inventory items\/miscellaneous\/GL that you want to add:<\/p>\n<ul>\n<li><span style=\"color: #000000 !important;\"><strong>The Item<\/strong> = All general or standard inventory items. Basically, for every product that has stock.<\/span><\/li>\n<li><span style=\"color: #000000 !important;\"><strong>The Miscellaneous<\/strong> = All non-Inventory Items such as labour charges, transport charges, project services, and more.<\/span><\/li>\n<li><span style=\"color: #000000 !important;\"><strong>The Bundling<\/strong> =\u00a0 All bundling items that you have created.<\/span><\/li>\n<li><span style=\"color: #000000 !important;\"><strong>The G\/L Code<\/strong> = Retrieve preset from the chart of\u00a0accounts\u00a0code.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-6474 size-full\" src=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03.png\" alt=\"\" width=\"1758\" height=\"821\" srcset=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03.png 1758w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03-300x140.png 300w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03-1024x478.png 1024w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03-768x359.png 768w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03-1536x717.png 1536w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create03-150x70.png 150w\" sizes=\"auto, (max-width: 1758px) 100vw, 1758px\" \/><\/a><\/p>\n<p><strong>Step 4 <\/strong>(optional)<strong>: <\/strong>If you want to retrieve the quotation details for the sales order, click the <strong>Outstanding<\/strong> 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.<\/p>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5699 size-full\" src=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5.png\" alt=\"\" width=\"1373\" height=\"904\" srcset=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5.png 1373w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5-300x198.png 300w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5-1024x674.png 1024w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5-768x506.png 768w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create5-150x99.png 150w\" sizes=\"auto, (max-width: 1373px) 100vw, 1373px\" \/><\/a><\/p>\n<p><strong>Step 5<\/strong><strong>:<\/strong>\u00a0On the bottom right, click the <strong>Save <\/strong>button to create your sales order, or click the <strong>Save and Print<\/strong> button to create and print your new sales order simultaneously.<\/p>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5613 size-full\" src=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4.png\" alt=\"\" width=\"917\" height=\"122\" srcset=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4.png 917w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4-300x40.png 300w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4-768x102.png 768w, https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/salesorder_create4-150x20.png 150w\" sizes=\"auto, (max-width: 917px) 100vw, 917px\" \/><\/a><\/p>\n<hr \/>\n<h4 data-start=\"525\" data-end=\"780\"><strong>Conclusion<\/strong><\/h4>\n<p>In conclusion, a <strong>sales order<\/strong> is a vital document that formalizes a customer\u2019s 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\u2019s sales process.<\/p>\n<hr \/>\n<p><strong>Powered By<\/strong>:\u00a0<a href=\"https:\/\/www.skybiz.my\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>SKYBIZ \u00ae<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to SKYBIZ Sales Order A Sales Order is an official document issued by a seller to confirm the details of a customer\u2019s 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 ..<\/p>\n<div class=\"clear-fix\"><\/div>\n<p><a href=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/salesorder_create\/\" title=\"read more...\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[64,109,187],"tags":[],"class_list":["post-5606","post","type-post","status-publish","format-standard","hentry","category-03-sales","category-0302-sales-order","category-cloud"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sales Order - Create - SKYBIZ Cloud ERP Support<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Order - Create - SKYBIZ Cloud ERP Support\" \/>\n<meta property=\"og:description\" content=\"Introduction to SKYBIZ Sales Order A Sales Order is an official document issued by a seller to confirm the details of a customer\u2019s purchase request. 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