{"id":30058,"date":"2025-02-16T13:38:25","date_gmt":"2025-02-16T13:38:25","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=30058"},"modified":"2025-10-14T09:43:07","modified_gmt":"2025-10-14T09:43:07","slug":"create-a-sales-order","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/create-a-sales-order\/","title":{"rendered":"Create a Sales Order"},"content":{"rendered":"<ol>\n<li>Click on\u00a0<strong>\u201cSales\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li>Select\u00a0<strong>\u201cCreate Sales Order\u201d<\/strong>.<\/li>\n<li>Select a client from the clients list or add a new client by clicking the &#8220;<strong style=\"text-indent: -1.5em;\">New<\/strong><span style=\"text-indent: -1.5em;\">&#8221; button.<\/span>\n<div class=\"flex-1 overflow-hidden @container\/thread translate-y-[2rem] -mt-[2rem] pb-[1.5rem]\">\n<div class=\"flex h-full flex-col overflow-y-auto\">\n<div class=\"flex flex-col text-sm md:pb-9\">\n<article class=\"w-full text-token-text-primary focus-visible:outline-2 focus-visible:outline-offset-[-4px]\" dir=\"auto\" data-testid=\"conversation-turn-5\" data-scroll-anchor=\"true\">\n<div class=\"m-auto text-base py-[18px] px-6\">\n<div class=\"mx-auto flex flex-1 text-base gap-4 md:gap-5 lg:gap-6 md:max-w-3xl\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn @xs\/thread:px-0 @sm\/thread:px-1.5 @md\/thread:px-4\"><\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>Click on the currency icon next to the \u2018<strong>New<\/strong>\u2019 button to control the sales order currency.<\/li>\n<li>Enter the sales order details:\n<ul>\n<li><strong>General Information<\/strong>\n<ul>\n<li><strong>Sales Order Number:<\/strong> A unique automatic number for each sales order, automatically generated by the system.<\/li>\n<li><strong>Date:<\/strong> The date the sales order is sent, the current date is set by default.<\/li>\n<li><b>Sales Person: <\/b>This field is used to assign sales orders to a specific salesperson.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<ul>\n<li><strong>Sales Order Items<\/strong>\n<ul>\n<li><strong>Item:<\/strong> Select the product you want to send a sales order for, and ensure the product is available among the products registered in your stores.\n<ul>\n<li>For more details, refer to the guide\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-products-services\/\"><strong>\u201cAdding a Product\/Service\u201d<\/strong><\/a><\/li>\n<\/ul>\n<\/li>\n<li><strong>Description:<\/strong>\u00a0Add a detailed description of the product.<\/li>\n<li><strong>Quantity:<\/strong> Specify the quantity you want to sell.<\/li>\n<li><strong>Tax:<\/strong>\u00a0Click on the arrow in the\u00a0<strong>\u201cTax\u201d<\/strong>\u00a0field in the invoice table.\n<ul>\n<li>Select the required tax from the dropdown menu.<\/li>\n<li>Or click on\u00a0<strong>\u201cTax Settings\u201d<\/strong>\u00a0to modify the tax list in the account.\n<ul>\n<li>For more details, refer to the guide\u00a0<strong><a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-tax-on-the-account\/\">\u201cAdding Taxes\u201d<\/a><\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Click on the\u00a0<strong>\u201cAdd\u201d<\/strong> button if you want to add more than one product in the same sales order.<\/li>\n<li><strong>Discount:<\/strong> Enter the value or the percentage of the discount to be applied on the total of the sales order, and you can choose the applied discount type from the arrow next to the discount field.<\/li>\n<li><strong>Shipping:<\/strong> Select the warehouse to which you want to send the items, and add the required shipping fees.\n<ul>\n<li><strong>Note:<\/strong>\u00a0Warehouses options won\u2019t show if you didn\u2019t add any warehouses apart from the default warehouse.<\/li>\n<li>For more info about how to add a warehouse, refer to the guide \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-warehouse\/\">Adding a New Warehouse<\/a>\u201c.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Attach Documents:<\/strong>\u00a0in case you want to attach a file or a clarifying image.<\/li>\n<li><strong>Notes\/ Terms:<\/strong> Add any required notes.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<blockquote><p>6. Click &#8220;<strong>Save<\/strong>&#8220;.<\/p><\/blockquote>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[8087],"tags":[],"class_list":["post-30058","tutorial","type-tutorial","status-publish","hentry","category-sales-order"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create a Sales Order - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/create-a-sales-order\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Sales Order - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cSales\u201d\u00a0from the main menu. 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