Accessing the Sales Order Section

Login to Admin portal ,Navigate to Sales → Sale Orders

You'll see the main sales order dashboard .

The main dashboard shows : Order #, Quote #, RFQ #,  Title, Client, Agent, Date Created, Payment Status (paid/unpaid), STATUS(completed/pending/canceled), ACTIONS(view/edit), Add new sales order tab, Search sales order against client.

Creating a New Sales Order

Step 1: Initiate New Order

i) Click the "Add New" button in the top right corner

ii) Pop up will appear to select client to send sales order

iii) A new order creation page will open

The system will automatically populate the details provided in settings:

• ORDER NO (automatically generated)
• ISSUE DATE (current date)
• DUE DATE (based on payment terms)
• FROM (your company name)
• COMPANY (client company)
• TERMS OF PAYMENT(Quotation settings)
• CURRENCY(Quotation settings)
• CONTACT PERSON(Quotation settings)
• EMAIL(Quotation settings)

Step-2: Adding Order Lines

i) Navigate to the "Order Lines" tab

ii) You have three options to add items:

• "Add a product": Select from existing product catalog

• "Add a section": Create a new section for grouping items

• "Add a custom product": Create a one-time custom item

For each line item, fill in:

• Product/Service (select from dropdown)
• QTY (quantity)
• UNIT
• PRICE($)
• The TOTAL($) will calculate automatically

Step-3: Additional Charges

You can add:

• Discount (click "Add discount")

Fill the Discount details and click ‘Apply’ tab.

• Shipping/delivery charges (click "Add shipping or delivery")

Fill the shipping details and select ‘Apply’.

• Tax will be calculated automatically (shown as "Estimated tax")

Fill the Tax details (if applied)

Step-4: Grand Total Calculation Flow

To get the grand total this order is been followed:

1-Subtotal (Sum of line items)

2-Discount Application

• If Percentage: Subtotal × (Discount%)
• If Amount: Subtract fixed value

3-Add Shipping/Delivery

4-Tax Calculation

• If Percentage: (Subtotal - Discount + Shipping) × Tax%
• If Amount: Add fixed tax amount

5-Grand Total = Subtotal - Discount + Shipping + Tax

 

Step-5: Other Info Tab

i) Order Title (automatically formatted as "Order - [number]")

ii) Notes section with rich text editor including:

• Text formatting (Bold, Italic, Underline)
• Lists (bulleted and numbered)
• Tables and links
• File attachments
• Images

iii) Terms of Service section for:

• License agreements
• Payment terms
• Service conditions
• Support details

Step-6: Payments Tab

i) Payment Status Selection:

• Dropdown to mark as Paid/No

ii) Payment Details section with:

• Rich text editor for payment instructions
• Banking information
• Payment terms
• Special payment conditions
• Payment tracking notes

Step-7: Final Steps

Before submission, choose:

i) Notify Client option:

• Toggle checkbox to send automatic notification
• "It will be used with 'Create Order' button"

ii) Action buttons:

• "Back": Return to previous screen
• "Save as draft": Save for later completion
• "Create Order": Finalize and submit

Success message will appear with 'create order' command.