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Sales Order Overview

A Sales Order is an internal document used to track customer orders before fulfillment. It helps manage inventory, invoicing, and backorders efficiently.

Why Use Sales Orders?

✓Single Invoice for Multiple Orders:

•Instead of generating separate invoices for each order, businesses can consolidate multiple sales orders into a single invoice (e.g., invoicing at the end of the month).

✓Partial Invoicing:

•If only part of an order is available, you can invoice the fulfilled portion while keeping track of what still needs to be delivered.

✓Backorder Tracking:

•When only a portion of an item is in stock, the system allows invoicing for available quantities while marking the rest as a backorder for future fulfillment.

✓Sales Order Allocation Worksheet:

•When inventory is limited, this tool helps prioritize which sales orders to fulfill first based on selected criteria.

Sales Order Fulfillment Workflow

Step1: Order Received

Add all the items to the sales order. if the order was received in Excel Format then you can import the sales order

Step 2: Print the Picking List

print, preview or email the picking slip

Step 3: Packing

The manager is notified when the items are packed.

Step 4: Shipping

Once the order is packed, the manager can mark it for shipping and print the shipping label.

Step 5: Inventory Updated