Sales Order

What is a Sales Order?

A Sales Order is a formal document issued by a supplier to a buyer in response to a Purchase Order made by the buyer. It serves as confirmation of the sale and outlines the details of the transaction.

Key Components of a Sales Order:

• Buyer Invoicing Details: Information about the buyer, including name and address.
• Delivery Details: Where and when the goods should be delivered.
• Products: A detailed list of items being sold.
• Quantities: The number of each product included in the order.
• Pricing: The agreed-upon price for each item.
• Tax: Any applicable taxes on the sale.
• Discounts: Any discounts offered on the order.
• Payment Terms: Conditions under which payment will be made (e.g., net 30 days).
• Payment Details: Information regarding how payment will be processed.
• Shipping Charges: Any additional costs related to shipping, if applicable.
• Notes: Additional information or special instructions.

Once the buyer agrees to the sales order, the supplier ships the goods.

Sales Order Statuses:

1. Ordered: The sales order has been created and sent to the supplier.
2. Partial: Some items from the sales order have been fulfilled, but not all.
3. Completed: All items from the sales order have been delivered.

Enabling Sales Orders in Zuriey POS

To start using sales orders in Zuriey POS, follow these steps:

1. Go to Settings:
   • Navigate to Settings -> Business Settings.
2. Enable Sales Order:
   • In the Sales tab, check the box for “Enable Sales Order.”
   • Click on Save to apply the changes.

Using Sales Orders in Zuriey POS

Creating a Sales Order

1. Access Sales Orders:
   • After enabling sales orders, you will find the Sales Order menu under the Sales section.
2. Add a New Sales Order:
   • Go to Add Sales Order, fill in all necessary details including customer information, products, quantities, pricing, and any applicable discounts or taxes.
3. Save the Sales Order:
   • Once all details are entered, save the sales order. Note that stock levels are not deducted at this stage; it is merely an order request.
4. Print and Send for Approval:
   • After saving, you can print the sales order and send it to the buyer for approval.

Converting a Sales Order to a Sale

Once a sales order is approved by the buyer:

1. Go to Add Sale:
   • Navigate to Sales -> Add Sale, then select the business location and customer.
2. Select Sales Order:
   • Upon selecting a customer, a dropdown will populate with all related sales orders for that customer.
3. Auto Load Products:
   • Select the relevant sales order, and it will automatically load all associated products along with their prices, taxes, and discounts as specified in the original sales order.
4. Adjust Quantities if Necessary:
   • You can increase or decrease quantities as needed before finalizing.
5. Complete and Save Sale:
   • Save your changes to complete the sale transaction.

Summary

Sales orders are an essential part of managing sales transactions in Zuriey POS. By enabling this feature and understanding how to create and convert sales orders effectively, businesses can streamline their sales processes, maintain accurate records, and enhance communication with customers!