Sales Orders
A sales order records what a customer is buying — the items, colors, quantities, prices and totals — and tracks delivery and payment against it.
Create a sales order
Go to Sales Orders → New and:
- Search and pick the customer (by name, code or country)
- Set the order date and delivery date
- Add line items — for each line, choose a product, pick its color variant, enter a quantity and a unit price
- Optionally enter per-roll yardage for a line (e.g.
44, 38, 50) — the line quantity is summed for you - Optionally enter a round-off (抹零) to trim the total to a round figure, and record a receipt at the same time (see below)
- Add notes if needed, then create the order — or Save as draft to finish later
Picking a product auto-fills its first color and price, which you can override. The order total is subtotal − round-off (there is no separate tax or shipping line).
Line items & per-roll detail (细码)
Each line links to a real sample (with its cover image, code and name), a color, a quantity + unit (e.g. yards) and a unit price, giving a line amount.
For fabric sold by the roll, the order detail page includes an expandable roll detail section. Per roll it can show:
| Field | Meaning |
|---|---|
| Roll no. | Identifier of the individual roll |
| Color / color code | Color of that roll |
| Dye lot | Dye-lot number (shown when present) |
| Yards | Length of the roll |
| Status | Delivered or pending |
A footer totals the rolls and shows delivered of total yardage — useful for partial shipments.
Receipt status
A sales order tracks a receipt status — Unpaid, Partial, Paid or Over-received — and the list can be filtered by it. Sales orders track money and delivery, not a separate "order status" flow; delivery progress is tracked by picking (see below).
Drafts (草稿箱)
Not ready to commit? Save as draft keeps an order without the usual checks — you can even leave line items unfinished. Drafts stay out of the normal list; open them with the Drafts toggle on the Sales Orders list, which also shows how many are waiting. Finish a draft any time and create it for real.
Record a receipt while creating the order
In the Receipt block on the new-order form, choose Add receipt and enter an amount, a date and the cash account the money landed in. As you type, the form shows Received, Outstanding (total − received) and any Over-received. The receipt is saved with the order and the customer's balance updates at once — no need to open a separate payment screen.
Submit for picking
When an order is ready for the warehouse to pick and pack, use Submit for picking on the order. The order is flagged as submitted, and a picking badge appears on the header. Submitted by mistake, or need to make a change? Use Cancel submit to take it back. This keeps the warehouse working only from orders you've signed off.
Track an order
Open any sales order to see its detail, edit it, print it or share it. The header shows the receipt status and total; a meta strip shows the customer, order date, delivery date and salesperson. The totals block breaks down subtotal, round-off, total, received and outstanding.
Each order ties back to:
- The customer (and their running balance)
- The samples on the order
- Any payments received
Linked receipts
The order detail page has a linked receipts section listing every receipt recorded against it. You can record a receipt directly from the order without leaving the page — choose Add receipt and enter:
- Amount (pre-filled with the outstanding balance)
- Date
- Account — the cash or bank account the money lands in (required)
- Note (optional)
TIP
A receipt always needs a cash account, so every payment is tied to where the money actually went. If you haven't picked one, JennyERP asks you to select an account before saving. Manage your accounts on the Accounts tab in Payments.
As receipts come in, the order's and the customer's outstanding balance update automatically. You can also record receipts from the Payments area.
See it all together
- Customer statement — every order and payment for a customer
- Sales detail — line-by-line sales over a period
- Outstanding balances — who owes what across all customers