Sales Order › Help › Numbering, printing and saved copies

Saved sales orders: find, open, copy and edit

Everything you save stays in this browser's data home. The Saved sales orders button lists them, newest first.

Step by step

1. Press Saved sales orders. At the top of the maker.
2. Search. Type part of the number or the name.
3. Open one. It opens in the maker as Editing saved sales order. Change it and press Save, or print it again.
4. Copy one. Use the copy action to start a new sales order with the same lines and a new number.
5. Status. Set Status: Open, Part delivered, Delivered, Invoice made or Cancelled.
6. Start a fresh one. Press New sales order.

Worked example

A sales order sent last month needs a correction. Saved sales orders › search its number › open › fix the line › Save › Share. The edit is written in its edit history (My data › Changes).

Common mistakes and how to fix them

• A saved sales order is missing. It was saved in another browser or device, or deleted. Check My data › Recycle bin, or restore your backup.
• Editing a document of a closed year. The maker refuses; open the year again in the App (Year end) if you must.

Related help

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