Sales Order
A Sales Order is a confirmed customer order that acts as a legally or operationally binding agreement between a business and its customer.
It is usually created after a Quotation is accepted.
SUMMARY
A Sales Order confirms that the customer has agreed to purchase specific items at agreed prices and terms. It becomes the foundation for delivery, invoicing, and fulfillment in ERPNext.
1. Where to Access Sales Order
Go to:
Home > Selling > Sales > Sales Order
2. Prerequisites
Before creating a Sales Order, ensure:
– Customer is created
– Item Master is ready
– (Optional) Quotation is submitted
3. How to Create a Sales Order
- Open Sales Order list and click New.
- Select Customer.
- Set Delivery Date for the order.
- Choose Order Type (Sales / Maintenance / Shopping Cart).
- Enter Customer Purchase Order reference (if any).
- Add Items and quantities (rates auto-fetched if available).
- Click Save for draft.
- Click Submit to confirm the order.
4. Key Features of Sales Order
4.1 Currency & Price List
– Set transaction currency
– Apply Price List for automatic rates
– Option to ignore pricing rules
4.2 Source Warehouse
You can define a source warehouse from where stock will be picked.
This overrides default warehouse settings.
4.3 Items Table
Each item row supports:
– Delivery Date per item
– Stock balance & valuation view
– Barcode scanning support
– Warehouse selection for delivery
– Quantity and rate management
4.4 Drop Shipping
Drop shipping allows items to be sent directly from supplier to customer.
4.5 Packing List
If product bundles are used:
– Items are automatically expanded into components
– Each component is tracked separately
– Warehouse allocation is required
4.6 Taxes & Charges
You can:
– Apply Tax Templates
– Add manual taxes
– View tax breakup
4.7 Additional Discount
Allows global discount:
– Before tax (Net Total)
– After tax (Grand Total)
– Percentage or fixed amount
4.8 Payment Terms
Supports structured payments:
– Advance
– Milestone-based
– Final payment
4.9 Terms & Conditions
Used to define:
– Contract terms
– Payment rules
– Delivery conditions
– Legal clauses
5. Sales Team & Commission
– Sales Persons can be assigned
– Contribution percentage can be split
– Commission is automatically calculated
6. Billing & Delivery Status
Sales Order tracks:
– Draft / Submitted / Completed / Closed
– Delivery percentage
– Billing percentage
7. After Submitting Sales Order
Once submitted, Sales Order becomes workflow-driven.
You can create:
– Delivery Note
– Sales Invoice
– Material Request
– Work Order
– Project
– Payment Request
– Subscription
SUMMARY
Sales Order is the central execution document in ERPNext. It connects sales planning with delivery, billing, inventory, and accounting workflows.
8. Maintenance Order Type
If Order Type = Maintenance:
– Maintenance Visit can be created
– Maintenance Schedule can be generated
– Invoice can be raised for services
9. Related Topics
– Quotation
– Delivery Note
– Sales Invoice
– Pick List
– Sales Return
