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A Sales Order is a confirmed customer commitment to buy your product. In a manufacturing business, the Sales Order is the starting point for the entire production cycle — it tells the planning team what to make, how much, and by when. Once a Sales Order exists, it can drive a Production Plan, a Work Order, a Delivery Note, and a Sales Invoice.

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Who Uses This Feature

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Before You Start

Before creating a Sales Order:
  • The customer must have a record in Bizaxl
  • The items being ordered must be in the Item catalogue with a selling price

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Creating a Sales Order

1

Open Sales Order

Go to the Selling workspace and click Sales Order, or use the Sales Order shortcut.
2

Create from a Quotation (recommended)

If you have already sent the customer a Quotation, open it and click Create Sales Order. Items, quantities, and prices are auto-populated.To create from scratch, click New on the Sales Order list.
3

Select the customer

In the Customer field, select the customer. Billing address, shipping address, payment terms, and price list are filled from the customer record.
4

Set the delivery date

Enter the Delivery Date — when the customer expects to receive the goods. This date drives production scheduling.
5

Add items

In the Items table:
  • Select the Item Code
  • Enter the Quantity
  • The rate is fetched from the price list — adjust if needed
  • Set the Warehouse from which goods will be delivered
6

Add taxes

Apply the appropriate GST tax template in the Taxes and Charges table.
7

Review and submit

Click Save to review the totals, then click Submit to confirm the order.
Sales Order form showing customer, items, delivery date, and taxes

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From Sales Order to Delivery

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Step 1: Trigger Production Planning

Once the Sales Order is submitted, the Production Manager includes it in a Production Plan. The Production Plan calculates what needs to be manufactured, orders any shortfall materials, and creates Work Orders.

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Step 2: Create a Delivery Note

When finished goods are ready and the delivery date approaches:
  1. Open the Sales Order
  2. Click Create Delivery Note
  3. Confirm the items and quantities being delivered
  4. Set the delivery address
  5. Save and submit
The Delivery Note deducts the goods from your finished goods warehouse. The Sales Order status updates to reflect the delivered quantities.

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Step 3: Raise a Sales Invoice

After delivery:
  1. Open the Sales Order (or Delivery Note)
  2. Click Create Sales Invoice
  3. Review the items and amounts
  4. Save and submit the invoice
  5. Send it to the customer for payment

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Sales Order Status

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Field Guide

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Reports and Monitoring

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Dashboard Chart (Selling Workspace)

Sales Order Trends shows the volume of Sales Orders over time, useful for spotting seasonal peaks and planning production capacity.

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GST on Sales

Sales Invoices created from Sales Orders automatically generate e-Invoices (for businesses above the e-invoicing threshold) and record the outward supply data required for GSTR-1 filing. The HSN code on each item drives the tax rate and the HSN-wise summary in the GST return.

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Best Practices

Always confirm delivery dates before submitting. An unrealistic delivery date on a Sales Order creates a cascade of planning pressure. Confirm with the production team that the date is achievable before committing to the customer. Link Sales Orders to the Production Plan. The Production Plan can only pull in Sales Orders that are in Submitted status. Submit the Sales Order before the next production planning cycle. Record partial deliveries. If you can only deliver part of an order, create a Delivery Note for the partial quantity. Do not delay delivery records waiting for the complete order. Use quotations before orders. For new customers or non-standard orders, always create a Quotation first. This records the pricing discussion before it becomes a binding commitment. Set payment terms correctly. Payment terms drive the accounts receivable ageing report. Incorrect terms mean your receivables report does not accurately reflect when payments are due.

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Troubleshooting

Sales Order is not appearing in the Production Plan: Confirm the Sales Order is in Submitted (not Draft) status. Production Plans can only pull in submitted Sales Orders. The rate on the Sales Order is zero: No price was found in the price list. Update the item’s selling rate in the Item Price record or enter the rate manually on the Sales Order. Cannot create a Delivery Note because stock is insufficient: Check the Stock Balance report for the item in the dispatch warehouse. If finished goods are not yet ready, wait for the Work Order to complete before dispatching. GST is not calculating on the Sales Invoice: Check that the item has the correct HSN code and that a tax template with GST rates is applied in the Taxes and Charges section.