Create,Edit,Delete Sales Order

A Sales Order is the next step, following the prospective customer’s acceptance of the Customer Quotation and has shared the Purchase Order (PO) with the seller. Generated by the company itself, a Sales Order is used as an acknowledgement of the PO shared by the prospective customer before delivering the finished good(s).

You can create, edit and delete a sales order by using the Deskera ERP’s Sales Order feature.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Create New Sales Order

Step 1: Go to Sales Order under Accounts Receivable-Sales tab in Deskera ERP.

Click on Create New. Fig 1.5.2.1.1 Sales Order

Step 2: Fill in the required details. Fig 1.5.2.1.2 Create New Sales Order

Step 3: Add the products by clicking on the plus sign. Fig 1.5.2.1.3 Create New Sales Order

Step 4: Select the products and click on Add. Enter the unit price and the quantity as required.Fig 1.5.2.1.4 Create New Sales Order

Step 5: Click on Save and Create New.  Fig 1.5.2.1.5 Create New Sales Order

The new sales order will be created.  Fig 1.5.2.1.6 Create New Sales Order

Edit Sales Order

Step 1: Select the Sales Order and click on Edit. Fig 1.5.2.1.7 Edit Sales Order

Step 2: Make the required changes and click on Save. 

The changes will be saved.  Fig 1.5.2.1.8 Edit Sales Order 

Delete Sales Order

Step 1: Select the Sales Order and click on Delete.  Select the desired option. Fig 1.5.2.1.9 Delete Sales Order

Step 2: Click on Yes to confirm.

The sales order will be deleted.   Fig 1.5.2.1.10 Delete Sales Order