Billoxy · Features
DesktopSales 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.
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.
Customer (Party) — who loads
- Picker includes parties typed as Customer
- Also includes Customer + Supplier (dual-role parties)
- Supplier-only parties do not load in Sales Order (use them on Purchase Order instead)
- Create or update party on the fly from billing details when allowed
- GSTIN, address, phone, email fill Billing Details; State is required
- Party sales / currency settings apply when multi-currency is enabled
- Full party master: Party
Product screenshot coming soon
Product & Service — sales price
- Select ITEM NAME from Product and Service
- Type a new name to create on the fly when allowed
- On select: quantity defaults, main unit + conversion factors, HSN/SAC, GST definition
- UNIT PRICE loads as sales price for the selected unit and conversion rate (not purchase price)
- Change unit → sales price recalculates from the item’s sales rates
- Catalogue master: Item — keep sales price and units accurate
Product screenshot coming soon
Line columns you fill
Quantity + Unit
Qty with unit select; conversion drives sales price and totals.
Sales Unit Price
From product sales price for that unit/conversion.
Description
Line Description plus document-level Description in Additional Information.
With Reserve
When Reserve is on, these quantities are held in inventory as reserved.
If a dual Cust+Supp party sells and buys with you, they appear in both Sales and Purchase pickers. Pure suppliers never appear on Sales Order.
Frequently asked
Why is my supplier missing?+
Sales Order only loads Customer and Customer + Supplier. Open Party and set type to Customer or Cust+Supp, or use Purchase Order for supplier-only buys.
Price looks like purchase rate?+
Check the Item master sales price for that unit. Sales Order must load sales price; if rates were never set, fix them under Item.
Related features
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 featureReserve 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 featureGST, 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.
View featureReady to try Party & Sales Price on the Fly?
Jump into Billoxy and see it in action on your own data.