🧾 Sales Order Workflow

CushionsERP has a full UI-driven workflow for creating and processing a Sales Order, with built-in progression to Delivery Notes and Invoices. Here's how it works:

Go to: Commercial > Orders > New Order

👇 Steps in the UI:

• Select Customer (must be created first)
• Choose Warehouse (if stock is managed)
• Add Products or Services:
  • Select from existing items (searchable)
  • Quantity, price, tax, discounts are editable
• Click Add line for each item
• Optional: Add free text lines or comments

✅ Once lines are added, Validate the order.

After validation:

• Status becomes Validated
• You can print/export as PDF
• Options available:
  • Modify (if allowed)
  • Clone
  • Create delivery
  • Create invoice

If you manage stock, you can:

• Go to Create shipment
• CushionsERP will auto-suggest product lines
• You can partially or fully deliver
• Warehouse stock is updated

When ready to invoice:

• Click Create invoice from the Sales Order
• Choose:
  • All lines or partial billing
  • Combine multiple orders into one invoice (if applicable)

Once the invoice is created:

• You can validate, send to customer, and register payment
• Invoices are managed under:
  • *Billing > Customer Invoices**

• Stock deduction is handled when the delivery is created
• PDF templates are customizable
• You can also automate follow-up emails, reminders, etc.

When adding product lines in Sales Order:

• You get a searchable dropdown or modal
• Can filter by product ref, label, category, etc.
• Price, tax, discount, and description auto-fill