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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

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.

Line level

  • TAX IN % / TAX AMOUNT — GST at line level from item tax / overrides
  • DISCOUNT IN % / AMOUNT — line-level discount
  • DESCRIPTION per line
  • TOTAL AMOUNT per line after qty × sales price ± discount + tax

Product screenshot coming soon

Line tax and discount keep each SKU accurate before document totals.

Document level

  • Document discount controls when shown (after tax / order-level discount)
  • Summary: Sub Total, discounts, CESS, CGST/SGST/IGST/UGST, Tax
  • Grand Total / payable-style total for the order
  • Document Description, Terms & Conditions, Signature under Additional Information

Product screenshot coming soon

Totals on the order become the base for Proforma/Quotation and Sales Invoice convert.
Tip

Confirm tax and discounts before Convert to Sales Invoice — status will move and related invoice should match what the customer already approved on the order/proforma.

Frequently asked

Line discount vs document discount?+

Line discount is per item. Document discount is order-level when enabled. Both feed Grand Total carried into proforma and invoice.

Related features

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
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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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.

View feature

Ready to try GST, Discounts & Document Totals?

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