How to Process a Sales Order

Step-by-step guide from quotation to delivery note and sales invoice.

Step-by-Step Sales Flow

1. Go to Selling > Sales Order > Add Sales Order.
2. Select the Customer, delivery date, and order items.
3. Review tax templates and payment terms, then click Save and Submit.
4. Click Create > Delivery Note when items are ready to dispatch.
5. Click Create > Sales Invoice to issue the final bill and record payment.