How other actions perform on sales in ERP?

• Mark as Confirmed 

If you have saved your sales order as a Draft, you can convert it to the Open status to ensure that the sales order is active and shows up in your sales reports.

• Select the sales order (in the Draft status) which you want to convert to open.
• Click mark as confirmed in the top right side of the page.

• Convert to Invoice

• Go to Sales > Sales Orders.
• Select the sales order which you want to invoice.
• Click Convert to Invoice in the top right side of the page.
• In the New Invoice page, the details will be auto-populated. You can save and send the invoice to your customer.

• Delete Sales Order

 You can delete the sales order you have sent to your customer. Here’s how:

• Go to Sales > Sales Orders.
• Select the sales order you want to delete.
• Click More > Delete.

• Edit Item

You can change the details of your existing sales order. Here’s how:

• Go to Sales > Sales Orders.
• Select the sales order that you want to edit.
• Click the Edit button in the top right side of the page.
• Make the changes and save the sales order

• Send Sales Order to Customer

    If you have saved it as a draft, you can send it to your customer manually.        

• Go to Sales > Sales Orders and select the sales order you want to send.
• Click the Mail icon in the top right side of the page.
• Go through the template and click Send.

• Download Sales Order

You can download your sales order as a PDF. Here’s how:

• Go to Sales > Sales Orders and select the sales order you want to download.

• Click the PDF icon on the right side of the page.

• Clone Sales Order

If you want to create a sales order with the same details as an existing one, you can choose to clone it rather than create a new sales order. Here’s how:

• Go to Sales > Sales Orders.
• Select the sales order which you want to clone.
• Click More > Clone.

•  Void Sales Order

 If you do not want to delete a sales order, you can void it. Here’s how:

• Go to Sales > Sales Orders.

• Select the sales order which you want to void.
• Click More > Void.

• Print Sales Order

To print a sales order:

• Go to Sales > Sales Orders and select the sales order you want to print.
• Click the Print icon on the right side of the page.
• Check the preview and click Print.

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• Filter Sales Orders

You can filter sales orders based on their status. Here’s how:

• Go to Sales > Sales Orders.
• Click the All Sales Orders drop-down at the top of the page.
• Select the sales order status to filter accordingly.