Sales orders¶
A sales order is a confirmed sale of one or more products or services to a customer. When a product is added to a sale, it is immediately deducted from stock.
Creating a sale¶
Navigate to and create a new sale. Select the customer contact and add items. For each item you can set the price, VAT rate, discount, and quantity.
Items can be added by:
Searching and selecting a product
Scanning a barcode
Using quick sell items (frequently sold products)
Applying an order template (a saved set of items)
Typing a free-text service line
Stock and returns¶
When a product is added to a sale, its stock is automatically deducted. To reverse this, use the Return action on an item — the product is returned to stock and marked accordingly.
An item cannot be deleted from a sale if it is linked to a product. Use the return action instead, which ensures proper stock tracking.
Transactions¶
Record payments against the sale using the Transactions card on the sidebar. The outstanding amount is updated automatically. When the order is fully paid, automations can be triggered (e.g., generating an invoice or sending a confirmation email).
Documents¶
From the Make document dropdown, generate:
Receipt or Order form
Delivery form
Invoice and Credit note