A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. They mostly contain item names, quantities, prices, and delivery details of the products or services. 

In SeeBiz Inventory, you can create a sales order in a few clicks. Let’s explore how.

Accessing Sales Order Creation

There are multiple ways to access the sales order creation page.

Method 1: Open the Feature Navigation Sidebar from the dashboard. Here, scroll down and click on “Sales Order”. Click on the “Create Sales Order” button on the main screen when you are about to create your first sales order.

Method 2: Click on the “+” icon next to the sales order tab to create a sales order.

Method 3: Click on the “+New” button on the top right corner of the sales order window to start creating a sales order.

Sales Order Creation

Here, you’ll be able to fill out all the details regarding the sales order. Let’s explore the fields required to be filled.

1. Select a customer from the drop-down list or add a new one.
2. After selecting a customer from the list, the billing and shipping address of your contact will be automatically added. You can change their addresses by clicking on the “Edit” icon. 
3. An auto-generated sales order number will be added to your sales order.
4. The current date will be automatically entered in the “Order Date” field. You can select a different one if you want. 
5. Here, you can provide an estimated shipment date.
6. If you want, you can add a salesperson as well. If the drop-down list shows “No options”, go to the User & Access panel in Settings. From there, you can invite a salesperson.    

• Select a delivery method from the drop-down list. If there are no options, go to the System panel in Settings. From there, you can create a delivery method. 

1. You may enter any memos or customer notes in this field.
2. If you want to add some terms and conditions, click on “Yes”.
3. You can add a reference i.e. purchase order number as well. 
4. Select the item(s) whose sales order is being created. 
   1. You can add multiple items through “+ Add Bulk Items” button. Select the items from the list or directly search for them using their name or SKU. 
5. After selecting the item, the warehouse field should be automatically filled.
6. Add quantity of the item.
7. Add the price per quantity of the item.

Insight: You can only apply a discount in the sales order after enabling the discount option from the preference section in SeeBiz Inventory settings.

1. 1. Select the applicable tax from the list. You can also create a new one by clicking on “+ Add New”.
   2. Add any adjustments to the price if necessary. 

• For example, if a customer’s bill is $122.3, you can round-off the value at $122 by entering “-0.3” in the “Adjustment Field”.

1. You can add the applicable shipping charges to the order.
2. By clicking on “Save as Draft”, you’ll see three options.
   1. You can save the sales order as draft and confirm it later.
   2. You can save the sales order and send it to the customer’s email.
   3. You can save and confirm the sales order.
3. You can cancel adding the sales order by clicking on the “Cancel” button.

Now, your sales order will be added to the “Sales Order Masterview”.

Suggestion: The information fields not marked with the “*” symbols are optional and can be skipped for now.