Sales orders
Take an order now and bill it later — stitching jobs, bulk orders and made-to-measure work — with expected delivery dates, confirmation and conversion to an invoice.
Sales Orders (/app/orders) records work or goods a customer has ordered but not yet taken — a suit to be stitched, fabric to be dyed, a wholesale order to be packed. An order has no effect on stock or the customer's balance until it is converted to an invoice and issued.
Creating and changing orders needs the Manager role or above.
Take an order#
- Click + New order.
- Customer (optional) — type at least two characters of a name or phone and pick from the list.
- Expected delivery — the date you promised.
- Items — Item description, Qty (whole number, at least 1) and Rate ₹. + Add line adds more; ✕ removes a line. Up to 100 lines.
- Discount ₹ (optional) and Notes — Measurements, delivery instructions… (up to 500 characters).
- Click Create order.
Each order gets a number with the SO- prefix. You can also create an order from a quotation with → Create sales order; see Quotations.
The list#
Search by order number with Search order number…, filter by status, and page through the results.
| Column | Shows |
|---|---|
| Order | Order number |
| Customer | Name, if any |
| Status | See below |
| Items | Number of lines |
| Total | Order total |
| Expected | Expected delivery date |
| Created | Date taken |
| Actions | ⋯ menu |
Statuses#
| Status | Meaning | Next |
|---|---|---|
| Pending | Taken, not yet confirmed | Confirm, convert, or cancel |
| Confirmed | Accepted for fulfilment | Convert or cancel |
| Converted | Turned into a draft invoice | Final |
| Cancelled | Called off | Final |
Actions#
| Action | Available for | Result |
|---|---|---|
| ✅ Confirm order | Pending | Status → Confirmed |
| → Convert to draft invoice | Pending, Confirmed | Creates a DRAFT invoice; order → Converted. You see SO-… converted to a draft invoice. |
| ✕ Cancel order | Pending, Confirmed | Status → Cancelled |
| Issue & collect → | Converted | Opens Invoices, where you issue the draft |
When the goods are ready, convert the order, then Issue & collect the draft in Invoices — that is the moment stock is deducted, payment taken and any balance put on the customer's ledger.
Error messages#
| Message | Cause |
|---|---|
| A sales order needs at least one item | Add a line. |
| Each item needs a description or a variant | A line is blank. |
| Invalid expected date | Pick a valid date. |
| Cannot convert a CANCELLED sales order | Only Pending and Confirmed orders can be converted. |
| Cannot move a CONFIRMED sales order to CONFIRMED | That status change is not allowed. |
Related#
Last updated 15/09/2026