Sales Orders:

In the Sales Management menu, click Sales Orders.

Material Details:

The lists of material details are displayed here if already exist. If a list of materials does not exist, then go to the Material Management menu, click Materials. Click on the New Material Creation and enter the details of the material.



Create Sales Order:

For adding sales order details follow the below steps.

  1. Click the Create Sales Order tab.
  2. Enter the details of the sales order.
  3. Click Submit.



Material Details:

  1. Enter details of the material and quantity of specific material.
  2. If you didn’t get the store name and material name, then go to the Material Management menu and click Stores then add stores there. And click Materials, add materials there.


Services: Enter the details of services for transferring materials.



Total Amount Details:

View the total amount of details of material and service.



Payment Terms:

Enter details of the payment term, due date, invoice portion in percentage. Click Add Row for adding extra rows to the payment terms.



Terms and Conditions:

Click the checkbox to apply terms and conditions for specific sales orders.



 If the list of terms & conditions does not exist then click on Add Terms and Conditions button. Enter relevant data and click Submit.



Shipping Address: Enter details of the shipping address.



Shipping Methods:

Select shipping methods. If the lists of methods do not exist on the drop-down, then go to the Sales Management menu, click Shipping Methods,

add shipping methods there.



Sales Orders Details:

The list of existing sales order details is displayed in the Sales Order Details section.



View Sale Order Details:

For anyone of the sales order details in the list, click View in the column of Action and able to view complete sales order details.



Edit Sales Order Details:

For editing sales order details follow the below steps.

  1. Click the Edit(Pencil Icon) option to edit or update sales order details. If you want Revision History (i.e., to capture edited information), click on check-boxes Yes. Otherwise No.
  2. Click Submit.



  • Click the View(Gear Icon) option to view details of revision history, and activity log.



Revision History



Activity log


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