Create Sales orders

Create Sales Orders has been updated to improve sales order management and provide better control over customer records, order details, quantities, prices, taxes, discounts, and related sales information, while making it easier to track sales activities and maintain accurate records.

Find Sales orders

Add New Sales orders

Click Add New Sales Order to create a new Sales Order for a customer and enter the required order details.

Creating Sales Order

Select Customer ID from the dropdown list to choose the customer you want to create the Sales Order for.
Select CUR to choose the transaction currency, such as USD, EUR, or SAR.
Enter XR (Exchange Rate) if the selected currency is different from the company’s main currency.
Select the Invoice Date to choose the invoice date and time using the calendar option.
Make sure all required fields marked with a red asterisk (*) are completed.
Click Create Sales Order to save the order and continue to the next step.

Example Creating Sales Order

Next Step :

This is a confirmation message from the system.
It asks if you want to create a new Sales Order.

Click Yes to continue.
Click No to cancel.

Sales order

Check Order Details to review the customer name, order number, and invoice type.
Check Financials to review currency, exchange rate, discount, tax, and total amount.
Check Administration & Sales to review salesman, branch, bank, and created by details.
Check Logistics & Notes to review shipping terms and any notes.
Check Approved to see if the order is approved or still pending.
Click Print if you want to print or save a copy of the Sales Order.
Update any required information if changes are needed.
Click Update Sales Order to save all changes.

Goods

Click Part Code / Part Number to choose the item you want to sell. You can select from the list or use the search icon to find the item.
Check Available QTY to see how many pieces are currently in stock.
Enter QTY to type the quantity the customer wants to buy.
Enter Unit Price to set the price for one item.
Enter Discount if you want to give a discount for that item.
The system will automatically calculate:
- Net Amount: Price after discount
- Tax: Tax amount for the item
- Gross Amount: Final total for that row
- Grand Total: Total amount for all items
Click + Add Rows if you want to add more items.
Click Save to save the entered items.
Click Delete if you want to remove an item row.

Example Creating Goods

Search & Results

Choose the Warehouse & Bin Location to select the specific stockroom or shelf where you want to search.
Select the Purchase Order Status to filter items based on their status (for example: Invoiced or other available statuses).
Type the product name or Part Code in the search field to find the required item.
Keep the Search Condition set to “Equal” to ensure an exact match result.
Click the Search button to display the matching products at the bottom of the screen.
Click the Reset button if you want to clear all fields and start a new search.

Review Results Search

Select your items from the right side where you will see checkboxes. Tick the box next to the item(s) you want to add. A selected item will be shown with a blue checkmark.
Check the details before adding the item by reviewing the Part Number (the unique product code), Warehouse & Bin Location (exact storage location of the item), and Purchase Order Status (confirms if the item is ready such as Invoiced).
Add the items to the order by clicking the “Add to Order” button. You can use either button available.
Use navigation options if many items exist, such as changing the number of items per page or moving between pages to find the required items.

Selected Items

Unit Price: Check the displayed price (e.g., 70,309.08) and confirm it is correct.
Discount: Enter a discount amount if you want to reduce the price.
QTY: Confirm the quantity is correct (e.g., 1).
After confirming the details, you can use the available action buttons. Update is used to save any changes made to price or discount.
Unselect removes the checkmark from the selected item.
Delete removes the item completely from your selection.
For exporting or closing the screen, use the available options. Export (Blue Dropdown) allows you to download the data as a file. Cancel closes the window without adding the item.
Export means taking the data shown on the screen and saving it into an external file such as Excel, PDF, or Copy format.

Final Goods

Review the selected product information such as Part Number, description, and location. Make sure all details are correct before proceeding.
Verify the price, quantity, and any applied discount to ensure they match the required values.
Confirm the Quantity entered is correct and available in stock.
Perform a final check by reviewing the total price and tax calculations, and make sure all selected items and values are accurate before continuing.

Services

Select the Item by clicking on Part Code / Part Number to choose the item. You can select it directly from the list.
Check Stock by viewing the Available QTY to see how many items are currently in stock.

The system will calculate automatically:

Net Amount: Price after discount
Tax: Tax amount for the item
Gross Amount: Final total for the row
Grand Total: Total for all items

Manage Rows

Click + Add Rows to add more items
Click Delete to remove an item row
Click Save to store all entered items

Upload File

You have two options to add a new file

You can click the “Upload File” tab
use the “Take Photo” tab to capture an image using your device.
Click the “Browse Files” button in the center of the screen. A window will open where you can select a document or image from your computer.
Once the file is uploaded, it will appear in the list at the bottom.
You will be able to see the file details such as:
Name (for example: steptwo.png), ID (the unique identification number), and UUID (the system-generated code for the file).

On the right side under Actions, you can manage the file using the available buttons:

View to open and preview the file without downloading it.
Download to save the file to your device.
Delete to remove the file from the system.

Search Sales Orders

Enter SO ID, QO ID, Part Number, date, or branch depending on what information you have to start your search.
Enter SO ID if you know the sales order number.
Enter QO ID if you are searching from a quotation.
Enter Part Number to find orders that contain a specific item.
Choose Branch to filter results by a specific location.
Select Approved Status to show only approved or not approved orders.
Set Has Job Cards if you want to filter orders that are linked to job cards.
Select Order By to define how the results will be sorted (for example by date or ID).
Select Order Direction to choose the sorting order (newest first or oldest first).
Choose Date Field to select which date type you want to search by (created date or updated date).
Enter Date Condition to define the filter type (equal, between, before, after).
Enter Date & Time From and Date & Time To to search within a specific time range.
Enter Limit to define how many results you want to display.
Click Search to display the results.

Search results

Click SO ID to open or move to the sales order details.
Export means taking the data you see on the screen and saving it into an external file (usually an Excel or PDF file or Copy ).