Sales Orders

A sales order records what a customer is buying — the items, quantities, prices and totals — and tracks payment against it.

Create a sales order

Go to Sales Orders → New and:

1. Choose the customer
2. Add items (reference your samples / variants)
3. Enter quantities and unit prices
4. Save

The order total is calculated for you.

Track an order

Open any sales order to see its detail, edit it, or record activity against it. Each order ties back to:

• The customer (and their running balance)
• The items / samples on the order
• Any payments received

Payments

Record money received against an order from the Payments area. As payments come in, the customer's outstanding balance updates automatically.

See it all together

• Customer statement — every order and payment for a customer
• Outstanding balances — who owes what across all customers

Related

• Customers & Suppliers
• Payments
• Reports