===== 🛒 Sales Orders in CushionsERP ===== The **Sales Order** is part of the **Commerce** module in CushionsERP. It helps you manage incoming product or service orders from your customers before generating invoices or delivery documents. ==== 📦 What is a Sales Order? ==== A **Sales Order (SO)** is a formal document confirming that a customer has requested specific products or services. It is typically created **after a quotation is accepted** but **before shipping or invoicing**. Sales Orders help you: * Track customer demand * Plan inventory or production * Coordinate deliveries and billing * Record agreed terms (prices, discounts, delivery dates) ==== 🧭 Where to Find It ==== You can access Sales Orders under: ''Commerce → Orders → Customer Orders'' Here, you can: * View the list of orders * Create new Sales Orders * Filter by customer, status, or date ==== 🛠️ Creating a Sales Order ==== To create a new Sales Order: * Go to: ''Commerce → Orders → New Customer Order'' * Select a customer * Add lines for products or services * Define quantities, prices, and taxes * Save the document Once saved, you can: * Validate the order * Convert it into a delivery or invoice * Export or email it as a PDF ==== 🔁 Sales Order Workflow ==== ^ Step ^ Action ^ | 1 | Create draft order | | 2 | Validate order | | 3 | Convert to delivery or invoice | | 4 | Close order when completed | ==== 📌 Notes ==== * A Sales Order does **not** affect stock until it's converted into a **delivery**. * It can be used for both **products** and **services**. * Discounts, tax settings, and shipping terms can be customized per order. ==== ✅ Why Use Sales Orders? ==== Sales Orders provide better control and visibility over your sales process. They ensure customer expectations are recorded and fulfilled accurately, helping your business stay organized and efficient. ---