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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.

List

Sales Order List

The Sales Order list shows Sales Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.

Overview & toolbar

  • Heading: Sales Order with Sales Order Overview (Compared to last quarter where shown)
  • Search: Search order
  • CTA: Create New Sales → New Order (labels follow the Sales menu)
  • Toggle table and card (grid) views
  • Empty: Please click create new sales order → + Create New Sales Order

Product screenshot coming soon

Overview KPIs sit above the list so order volume and amounts are visible before you filter.

Columns & status filters

  • Columns: Customer Name, Order Details, Category, Status, Order Amount, Actions
  • Status filter examples: All, Draft, Approved, Reserved / shipping-style statuses, Invoiced / Closed (exact labels follow product)
  • Orders already linked to Proforma or Invoice may show badges or related indicators on the row/card
  • Sort A to Z / Z to A on supported columns
  • Card view shows Order Number, Amount, Category, Status, Customer

Product screenshot coming soon

Filter to Draft for unfinished orders; filter unconverted/approved when chasing invoice conversion or checking auto-schedule alerts.

Row & bulk actions

V

View

Opens Sales Order Preview (PDF, share, proforma, convert, related docs).

E

Edit / Copy

Edit the SO or Copy to start a new order from an existing one.

D

Download / Share

Go to preview for PDF download or Email/WhatsApp with templates.

X

Delete / Export

Row Delete; bulk Delete and Excel Export when rows are selected.

Tip

Use list status after Convert to Sales Invoice — status changes on the order so invoiced vs still-open commitments are easy to spot for the auto-schedule reminders.

Frequently asked

Where do I convert or create Proforma?+

From Preview — Create Proforma/Quotation and Convert to Sales Invoice live there, along with Relative Proforma / Relative Invoice when already linked.

Related features

Overview

What is Sales Order?

A Sales Order records what the customer agreed to buy — quantities, sales prices, tax, and terms — with optional stock reserve, then you can raise Proforma/Quotation or convert to Sales Invoice while tracking related documents and unconverted-order alerts.

View feature
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.

View feature
Preview

Preview, Templates & Share

Sales Order Preview loads PDF templates — pick a template, download or print, share via Email or WhatsApp, create Proforma/Quotation, convert to Sales Invoice, and open relative documents.

View feature
Convert

Convert to Sales Invoice

Convert to Sales Invoice turns the sales order into a sales bill — prefills from the order, and the sales order status updates to reflect that it has been invoiced (and related invoice appears on the order).

View feature
Alerts

Auto Schedule — Due Date Reminders

Define an auto schedule around due date so reminders go out 3 days before, on due day, and 1 day after — using WhatsApp, SMS, and Email for sales-order follow-up.

View feature

Ready to try Sales Order List?

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

Open Sales Orders