Sales and Purchase

Sales orders

Between the quote and the bill sits the order: what the customer has actually committed to, recorded before anything leaves the shelf.

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The gap an order fills

When goods go out the same day, a bill is enough. When they do not — made to order, out of stock, delivered next week — something has to hold what was agreed, at the rates that were agreed, until it can be billed.

An order does that, and it is the document everyone looks at meanwhile: what is pending, for whom, at what price. When the goods go, it becomes the invoice without the lines being typed again.

Order to delivery

  1. 1Take the order

    Party, items, quantities and the agreed rates.

  2. 2Keep it open

    It sits as pending until the goods are ready.

  3. 3Send the goods

    With a challan where the bill follows later.

  4. 4Bill against it

    The order becomes the invoice, lines carried across.

Inside Sales and Purchase

The paperwork either side of the bill: quotations and orders before it, returns and notes after it, on both the selling and the buying side. Each document carries over to the next, so an accepted quote becomes an order or an invoice without being typed again.

Trades that quote before they deliver live in this area — the quote goes out, the order confirms it, the challan moves the goods, and the invoice closes it.

What it works with

What comes before the order and what it turns into.

Reports it feeds

Sales order item · Sales order summary · Quotes general · Sales day book

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Questions people ask

Does an order move my stock?

Stock moves when the goods are billed or sent out, not when the order is taken.

Can I see what is still pending?

Yes — the order reports show what has been ordered against what has been billed, by item and in summary.

Can an order become an invoice?

Yes, with its lines carried across rather than typed again.

Hold the order, not the paperwork

What was agreed stays agreed until the goods are ready to go.