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Desktop

Sales Order

Menu Sales → Sales Orders (`/invoice/sales-order`). Commit customer orders with tax inclusive/exclusive pricing, optional stock reserve, preview/share, Generate Proforma Invoice or Generate Sales Invoice, and due-date reminders via WhatsApp, SMS, and Email.

Create

Create Sales Order

Create New Sales Order uses a sales-oriented header (different from Purchase Order) — customer billing, sales dates and numbers, reserve flag, then lines with sales prices, tax, and Save as Draft or Create.

Open create

  1. 1Sales Orders → Create New Sales → New Order
  2. 2Page: Create New Sales Order (Edit / Copy have matching titles)
  3. 3Fill sales header → Billing Details → lines → footer → Save as Draft or Create

Sales order header (differs from Purchase Order)

  • Tenant Name and Phone (readonly company context)
  • Customer Order / Reference Number (customer’s PO or reference — not supplier order number)
  • Order Date (required) and auto Order Number (sales numbering sequence)
  • Optional sales dates: Delivery Date, Expected Dispatch / due date when shown
  • Reserve products / Product will be reserved flag — holds stock when enabled (see Reserve topic)
  • Sales-side extras when configured: salesperson, place of supply, shipping/billing split, PrePayment / advance flags
  • Custom fields when configured for Sales Order

Product screenshot coming soon

Header is customer/sales shaped — Customer Order Number and Reserve replace the supplier-order / purchase-oriented PO header pattern.

Billing Details & footer extras

  • Section Billing Details — customer company, GSTIN, Name, Phone, Email, Pin code, City, State (required), Address
  • Shipping address block when the form separates ship-to from bill-to
  • Lines table — Item Name, Quantity + unit, Sales Unit Price, Discount, Tax, Total, Description
  • Additional Information: Category, document Description, Terms & Conditions, Signature

Product screenshot coming soon

Line table unlocks after customer Company name and State are set.

Header vs Purchase Order at a glance

SO

Sales Order

Customer ref #, sales order number, Reserve flag, sales prices, customer parties.

PO

Purchase Order

Supplier order #, purchase prices, supplier parties — see Purchase Order guide.

Tip

Use Copy Sales Order for repeat customers — then adjust dates, quantities, and reserve. Keep Item sales prices current so header + lines stay accurate.

Frequently asked

Why doesn’t the header match Purchase Order?+

Sales Order is built for selling: customer reference, sales numbering, reserve for inventory hold, and sales price lines. Purchase Order headers target supplier buys. Cover both when training users who work Purchase and Sales.

Related features

Create

Party & Sales Price on the Fly

Party selection loads Customer and Customer + Supplier only (not supplier-only). Line unit price loads as sales price from the item by unit and conversion rate.

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Create

Reserve Products in Inventory

When the user turns on the Reserve flag on the sales order, Billoxy keeps those product quantities reserved on the inventory side and shows them as reserved — so available stock for other sales drops until the order is fulfilled, cancelled, or released.

View feature
Create

GST, Discounts & Document Totals

Control tax and money off at line and document level — GST per line, line discount, invoice/order discount, and summary totals — so Proforma and Sales Invoice conversions carry the right figures.

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Workflow

Draft vs Create (Approved)

Save as Draft while negotiating; Create (or Update on edit) finalizes the sales order so you can preview, share, reserve effects apply, and convert to Proforma or Sales Invoice.

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Ready to try Create Sales Order?

Jump into Billoxy and see it in action on your own data.

Open Sales Orders