Sales Order › Help › Making it

How to make a sales order

A sales order confirms what the customer ordered, at what rate and by when. It keeps your team on track until the goods are delivered and billed.

Step by step

1. Sales order details. Number, Date, Delivery by, and the Customer's PO number.
2. Bill to. Pick the customer.
3. Items. What was ordered, with agreed rates and GST.
4. Save and share. Send the PDF as your order confirmation.
5. Deliver and bill. Make a delivery challan (App › Sales › Convert to… › Delivery challan) or press Make invoice. Keep the Status up to date.

Worked example

Gill Builders sends PO GB/221 for 500 door hinges at ₹42 by 20 November. SO/26-27/011 confirms it. 300 go on 15 November (status Part delivered, invoice for 300), 200 on 19 November (status Delivered, second invoice).

Common mistakes and how to fix them

• Using a sales order as the bill. Goods leave with a tax invoice, or a challan when the invoice follows; the order only confirms.
• Orders left Open for months. Close them as Delivered or Cancelled; the App's year end lists open orders.

Related help

All help on Sales Order · Help for the Nivesh Sahayak App