Sales Order Settings

Sales Orders Module: This setting allows you to enable the use of sales orders within the sales cycle. You can create to create, share, manage, and convert Sales Orders into invoices.

Next Auto-Generated Sales Order Number: This field shows the sales order number that the system will automatically assign when creating a new sales order. The number is updated automatically with each new sales order to ensure proper sequencing and avoid duplication.

Auto Numbering Settings: These settings help you customize the format of sales order numbers in line with your company’s policy. For more details, refer to the Serial Numbering Setup Guide for transactions.

Sales Orders Custom Statuses: This feature allows you to enable custom statuses for sales orders according to your workflow. You can create statuses such as Pending Confirmation, Confirmed, or In Progress to make order tracking easier.

Manage Custom Statuses: Through this setting, you can add, edit, or delete custom sales order statuses. For more information, see the Manual Invoice Statuses Guide.

Allow Invoicing Item Quantities Exceeding Sales Order Quantities: This setting determines whether the system allows issuing an invoice with quantities greater than those specified in the sales order. You can also issue invoices with quantities less than those in the sales order.