> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Order

> How to create and manage Sales Orders in Bizaxl — confirming customer orders, triggering production, tracking delivery, and raising invoices.

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.

***

## Who Uses This Feature

| Role                    | What They Do                                               |
| ----------------------- | ---------------------------------------------------------- |
| **Sales Executive**     | Creates Sales Orders from customer enquiries or quotations |
| **Sales Manager**       | Reviews and approves orders, monitors delivery status      |
| **Production Manager**  | Pulls Sales Orders into the Production Plan                |
| **Dispatch Team**       | Delivers finished goods against Sales Orders               |
| **Accounts Receivable** | Raises Sales Invoices from Sales Orders                    |

***

## 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

***

## Creating a Sales Order

<Steps>
  <Step title="Open Sales Order">
    Go to the **Selling** workspace and click **Sales Order**, or use the **Sales Order** shortcut.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set the delivery date">
    Enter the **Delivery Date** — when the customer expects to receive the goods. This date drives production scheduling.
  </Step>

  <Step title="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
  </Step>

  <Step title="Add taxes">
    Apply the appropriate GST tax template in the Taxes and Charges table.
  </Step>

  <Step title="Review and submit">
    Click **Save** to review the totals, then click **Submit** to confirm the order.
  </Step>
</Steps>

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-sales-order-form.png" alt="Sales Order form showing customer, items, delivery date, and taxes" />
</Frame>

***

## From Sales Order to Delivery

### 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.

### 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.

### 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

***

## Sales Order Status

| Status                  | Meaning                                       |
| ----------------------- | --------------------------------------------- |
| **Draft**               | Created but not submitted                     |
| **To Deliver and Bill** | Submitted — nothing delivered or invoiced yet |
| **To Deliver**          | Invoiced but not yet fully delivered          |
| **To Bill**             | Delivered but not yet invoiced                |
| **Completed**           | Fully delivered and invoiced                  |
| **Closed**              | Manually closed before completion             |
| **Cancelled**           | Order cancelled                               |

***

## Field Guide

| Field                           | Description                                  |
| ------------------------------- | -------------------------------------------- |
| **Customer**                    | The customer placing the order (mandatory)   |
| **Customer Name**               | Auto-filled                                  |
| **Transaction Date**            | Date the order is placed (mandatory)         |
| **Delivery Date**               | Expected delivery date (mandatory)           |
| **Company**                     | The company fulfilling the order (mandatory) |
| **Currency**                    | The currency for pricing                     |
| **Price List**                  | The selling price list to use                |
| **Items table — Item Code**     | The product being ordered                    |
| **Items table — Quantity**      | How many units the customer wants            |
| **Items table — Rate**          | Price per unit                               |
| **Items table — Amount**        | Quantity × Rate                              |
| **Items table — Warehouse**     | Where finished goods will be dispatched from |
| **Items table — Delivered Qty** | Updated when a Delivery Note is created      |
| **Items table — Billed Qty**    | Updated when a Sales Invoice is created      |
| **Taxes and Charges table**     | GST and other applicable charges             |
| **Net Total**                   | Total value before taxes                     |
| **Grand Total**                 | Total including taxes                        |
| **Payment Terms**               | When and how the customer will pay           |
| **Sales Person**                | The salesperson responsible for this order   |
| **Territory**                   | The sales territory                          |
| **Per Delivered**               | Percentage of order delivered                |
| **Per Billed**                  | Percentage of order invoiced                 |
| **Status**                      | Current status                               |

***

## Reports and Monitoring

| Report                                    | What It Shows                                               |
| ----------------------------------------- | ----------------------------------------------------------- |
| **Sales Order Analysis**                  | Status and delivery progress of all Sales Orders            |
| **Sales Analytics**                       | Revenue trends by customer, item, and time period           |
| **Sales Order Trends**                    | Volume of Sales Orders over time                            |
| **Pending SO Items For Purchase Request** | Items on Sales Orders that still need raw materials ordered |
| **Delivery Note Trends**                  | Delivery volumes over time                                  |
| **Sales Invoice Trends**                  | Invoicing volumes over time                                 |

### Dashboard Chart (Selling Workspace)

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

***

## 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.

***

## 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.

***

## 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.

***

## Related Features

* [Production Plan](/manufacturing/production-planning/production-plan) — uses this Sales Order to plan manufacturing
* [Work Order](/manufacturing/work-orders/work-order) — manufactures the item to fulfil this order
* [Quality Inspection](/manufacturing/quality/quality-inspection) — checks finished goods before dispatch
* [GST Compliance](/manufacturing/finance/gst-compliance) — handles e-invoicing and GSTR-1 data from Sales Invoices
* [Payment Entry](/manufacturing/finance/payment-entry) — records customer payment against the Sales Invoice