A Sales Order is used to record customer orders in advance before billing or delivery. It helps store staff note the items, quantities, and customer details when the order is placed, even if the goods are delivered or billed later.
Once a sales order is created, it can be tracked, modified, or converted into a bill when the order is fulfilled. This ensures that the correct items and quantities are billed and nothing is missed during delivery or pickup.
Sales Orders help manage advance bookings, reduce billing errors, and provide better control over customer orders, making order handling smooth and organized at the store level.
This process keeps your sales data clean, reliable, and easy to track.
The video below gives a walkthrough of how sales orders are created in CPG: