Sale Order
In this tab we can make a sale order to customer to sales items. This is the first step of sale cycle.
Watch: Upload Sales Invoices - All At Once in Axon ERP
Create and manage sale orders with the following details:
1. Sale Order Header Information
The Sale Order list displays the following columns: Transaction Code, Customer, Transaction Date, Due Date, Gross Amount, and Status.
Each sale order can have one of the following statuses:
- Draft — Order has been created but not yet approved
- Approved — Order has been approved
2. Creating a Sale Order
Click the Sale Order button and fill in the following fields:
- Customer (required)
- Warehouse (required)
- Transaction Date (required)
- Due Date (optional)
- Order Booker (optional)
- Payment Terms (optional)
- Project (optional)
- Advance Tax (optional)
- Memo (optional)
- Reference No (optional)
Sale Order Lines
In the Sale Order Lines tab, add items:
- Item
- Description
- UOM
- Quantity
- Unit Price
- Discount
- Tax
- Gross Amount
Click + Add Line to add more items. Summary at the bottom shows Total Amount, Total Tax Amount, Advance Tax Amount, and Total Gross Amount.
You can also add Term and conditions and apply an overall Discount.
Attachments
Use the Attachments tab to upload supporting documents.
3. Customization Options
Users can tailor the sale order list to their preferences using column customization options.
4. Preview
Click the Preview button to view a printable sale order invoice showing customer details, items, quantities, unit prices, and totals. The invoice can be printed, shared via WhatsApp, or downloaded.
5. Column Customization
Click the column settings icon to customize visible columns. Available columns: Reference No, Memo, Status, Warehouse, Entity, Total Gross Amount, Invoice Status, Due Date, Transaction Code, Transaction Date.
