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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 

From the menu Sales → Sales Orders  , use this option to search Sales Orders, view order details, and create a new Sales Order.

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Add New Sales orders

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

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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.

Screenshot_33.pngExample Creating Sales Order

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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.

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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.

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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.

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Example Creating Goods

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 Search & Results

Step

    1: Set Your Filters

  • Choose the Warehouse & Bin Location (to select the specific stockroom or shelf).
    shelf where you want to search.
  • Select the POPurchase Order Status to filter items based on their status (e.g.,for example: Invoiced items or other available statuses).

    • Step 2: Enter Your Search Term

  • Type the product name or Part Code in the search field.
    field to find the required item.

  •  

    Keep the Search Condition asset to “Equal” forto ensure an exact match.match result.

  • Step 3: Run the Search

    Click the Search button to display the matching products at the bottom.bottom of the screen.

  • Optional Step:

    Click the Reset button if you want to clear all fields and start a new search.

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Review Results Search

Step

    1:
  • Select Youryour Items

    items

    Onfrom the right side,side where you will see checkboxes.
     Tick the box next to the item(s) you want to add.
     A selected item will showbe shown with a blue checkmark.

    • Step 2:

  • Check the Details
    Reviewdetails before adding the item informationby beforereviewing addingthe it:

    Part Number:Number The(the unique product code
    code), Warehouse & Bin Location:Location Exact(exact storage location of the item
    POitem), Status:and ConfirmsPurchase Order Status (confirms if the item is ready (e.g.,such as Invoiced)

    .

    • Step

  • Add 3:the items to the order by clicking the “Add to Order

    Order”

    Click the “Add to Order” button,button. You can use either button..

    button


    Stepavailable.

    • 4:
  • Use Navigationnavigation (Ifoptions if many items exist)

    exist, such as changing the number of items per page or moving between pages to find the required items.

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Selected Items

Step 1: Review and Edit

  • Unit Price:Price: Check the displayed price (e.g., 70,309.08) and confirm it is correct.
  • Discount:Discount: Enter a discount amount if you want to reduce the price
  • price.
    QTY: Confirm the quantity is correct (e.g., 1).

Step 2: Use Action Buttons

  • After confirming the details, you can use the available buttons:

    action
      buttons.
    • Update:Update Saveis used to save any changes made to price or discountdiscount. 
    • Unselect:Unselect  Removeremoves the checkmark from the selected itemitem.
    • Delete:Delete Removeremoves the item completely from your selectionselection.
  • For

    Step 3:exporting Export or Exit

    closing
      the
    • screen, use the available options. Export (Blue Dropdown): Downloadallows you to download the listdata as a file
      • file.
    • Cancel:Cancel Closecloses the window without adding the itemitem.
    • Export means taking the data shown on the screen and saving it into an external file such as Excel, PDF, or Copy format.

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    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.

    Screenshot_42.png

    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

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    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.

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    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 ).

       

      Screenshot_41.png

      Final Goods 

       Review Item Details

      Check the selected product information (Part Number, description, location)
      Verify price, quantity, and discount (if any)

      Confirm Quantity

      Ensure the QTY entered is correct and available in stock

       Final Check

      Review total price and tax calculations
      Make sure all selected items are correct

      Screenshot_42.png

      Services

      Select the Item

      • Click Part Code / Part Number to choose the item
      • You can select it directly from the list

      Check Stock

      • View Available QTY to see how many items are in stock

      Automatic Calculations

      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

      Screenshot_46.png

      Search Sales Orders 

      Step 1: Identify what you want to search
      Decide what information you have (SO ID, Part Number, date, branch, etc.)


      Step 2: Enter basic search info
      Type SO ID if you know the order number
      Or type QO ID if you are searching from a quotation
      Or enter Part Number to find orders with a specific item
      Step 3: Apply filters (optional)
      Select Branch if you want results from a specific location
      Choose Approved status (Approved / Not Approved)
      Set Has Job Cards if needed


      Step 4: Set sorting options
      Choose Order By (example: date or ID)
      Select Order Direction (newest first or oldest first)


      Step 5: Set date filter (if needed)
      Select Date Field (created date or updated date)
      Choose Date Condition (between, before, after, equal)
      Enter Date & Time From
      Enter Date & Time To


      Step 6: Limit results
      Choose how many results to display (e.g. 50 or 100)


      Step 7: Run the search
      Click Search to display results

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