Sales Orders

A Sales Order confirms the customer's purchase and triggers inventory deduction for storable products.

Sales Order Workflow

DRAFT → SENT → CONFIRMED → Delivery Note → Convert to Invoice
1

Create Order

Go to Orders → + New Order, or convert from a Quotation.
2

Confirm Order

Click Confirm Order — this locks the order and automatically deducts stock for any storable products.
3

Print Delivery Note

Click 🚚 Delivery Note to open a printable delivery note with signature fields.
4

Convert to Invoice

Once goods are delivered, click Convert to Invoice to generate the invoice.
Confirmed orders are 🔒 Locked. Only Admins and Owners can unlock them. This prevents accidental edits after confirmation.
Stock is automatically deducted from inventory when an order is confirmed — no manual adjustment needed.
← QuotationsInvoices & Payments →