Sales orders
Create, edit, and manage sale orders in AdoxERP.
A sale order confirms the customer's commitment to purchase. Once approved, it can be converted to a delivery note or directly to a sale invoice.
Same setup as Quotations: Customer, Location, Products, Branch (top of the screen), Tax, and Selling price group.
Creating a sale order
- Go to Sales > Sale Order in the sidebar
- Click + Add
- Select a customer
- Add line items — search products by name, SKU, or barcode
- Set quantities, prices, and any applicable discounts
- Submit for approval or confirm directly
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You can create a sale order directly from an approved quotation — all line items carry over automatically.
Converting a sale order
Once confirmed, a sale order can be converted to:
- Delivery Note — to dispatch goods to the customer
- Sale (Invoice) — to bill the customer directly
Click Convert on the order detail page and choose the target document.
Order statuses
| Status | Meaning |
|---|---|
| Draft | Not yet submitted |
| Pending Approval | Awaiting approval |
| Confirmed | Approved and actionable |
| Partially Delivered | Some items delivered |
| Completed | Fully delivered/invoiced |
| Cancelled | Voided |