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Create & Manage Sale Orders Efficiently

The Sale Order Module in Easy Khata helps businesses manage confirmed customer orders before invoicing. It’s ideal for processing future-dated sales, confirming stock, or managing made-to-order items. With Sale Orders, you maintain a clear and professional workflow from inquiry to billing.

Why You Should Use the Sale Order Module

  1. Purpose

    • Record confirmed customer orders before generating an invoice

    • Check and reserve stock availability

    • Schedule and manage order deliveries

    • Convert Sale Orders into invoices in one tap

    • Track pending or delivered orders systematically

  2. Key Features

    • Create Detailed Sale Orders – Include customer info, products, quantity, and delivery notes

    • Convert to Invoice – Easily generate sale invoice directly from order

    • Multiple Statuses – Track orders as pending, partial, or completed

    • Print or Share – Share sale orders via PDF, WhatsApp, Email, or SMS

    • Stock Visibility – Check available stock while creating order

    • Reports & Filters – View order summaries by date, party, product, and status

  3. Step-by-Step Instructions
    A. Create a Sale Order

    1. Open Dashboard > More > Sale Orders

    2. Tap Add Order

    3. Select a customer (or add a new one)

    4. Add items with quantity and optional delivery date

    5. Add any special instructions or remarks

    6. Tap Save to record the order

    B. Convert to Invoice

    • Go to the order list

    • Select a sale order

    • Tap Create Invoice to copy all details into a new invoice

    • Review and save the invoice

    C. Share or Download

    • Open a sale order

    • Tap Share to send via WhatsApp, Email, or SMS

    • Tap Download to get PDF copy

    D. Track Orders

    • Use filters like Pending, Completed, Date Range, or Customer Name

    • Edit or update orders if needed

    • Mark orders as fulfilled or partially completed

    E. Reports

    • Go to Reports > Sale Order Reports

    • Analyze which customers or products have the highest order volumes

    • Export for offline records or Tally import

  4. Best Practices

    • Always confirm stock before finalizing a sale order

    • Convert to invoice only after delivery or full confirmation

    • Share order confirmation with customers as proof

    • Use delivery dates to schedule dispatch or resource planning

    • Use reports to manage supply chain and forecasting

Conclusion

The Sale Order Module streamlines order management from confirmation to invoicing. Keep your business organized, professional, and customer-friendly.

Call to Action

Activate the Sale Order Module in Easy Khata and upgrade your order-to-invoice flow today!