Working with Sales Orders

Sales Order is a confirmation document sent to the customers before delivering the goods/services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the customer for further processing. After receiving the PO, some of the customers may request SOs to know the exact date of delivery of the goods/services. Also the inventory/production department looks at the list of Sales Orders to see what needs to be shipped out and when. After the order is shipped and delivered to the customer an invoice is generated from the sales order for billing purposes. In general SO contains the SO number, date, line items (products) including the quantities and prices based on PO, Billing address, Shipping address, Terms & Conditions and others.

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