{"id":29835,"date":"2025-02-17T12:52:22","date_gmt":"2025-02-17T12:52:22","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=29835"},"modified":"2026-01-08T09:56:29","modified_gmt":"2026-01-08T09:56:29","slug":"creating-a-sales-order","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/creating-a-sales-order\/","title":{"rendered":"Creating a Sales Order"},"content":{"rendered":"

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The software enables you to complete a comprehensive sales process covering all the necessary steps, starting from creating an estimate<\/a>, purchase orders<\/a> that confirm the client\u2019s intent to buy, sales orders that confirm the seller\u2019s approval of the process, to sending the invoice<\/a> that requires the client’s payment for the process. This guide outlines all the steps required to create a new sales order.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”What is a Sales Order?” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1739784499820{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]A sales order is a document created by a seller confirming a client’s purchase. It includes details like the products or services being bought, quantities, prices, client info, and delivery instructions. It serves as a formal record for processing the order and managing inventory, invoicing, and shipping.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Enable Sales Orders” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1739790599810{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]Before starting you need first to enable the sales order from the sales settings.<\/p>\n

From the main menu click on “Sales Settings<\/strong>” in the drop down menu of “Sales<\/strong>“.<\/p>\n

Choose the “Sales Order Settings<\/strong>” tab.<\/p>\n

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Enable\u00a0 “Sales Order Module<\/strong>“.<\/p>\n

\"\"[\/vc_column_text][vc_custom_heading text=”Creating a New Sales Order” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1739784603664{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]Click on ‘Sales<\/strong>‘ in the main menu, then select ‘Create Sales Order<\/strong>.’ A new sales order screen will appear, where you can fill in the following data:<\/p>\n