Sales orders#

When a customer confirms an enquiry by sending a purchase order, you convert the enquiry into a sales order. The order tracks dispatch, delivery, and any returns.

Convert an enquiry to an order#

1. Open the enquiry from the Enquiry Bank.
2. From the actions menu, choose Convert to Sells Order (Create an sells order and deliver).
3. Confirm in the Formalise into an Sales Order modal by clicking Convert Enquiry to Sales Order.

The new order then appears in the Sales Orders list. The PO entry only enables this action once a PO has been recorded against the enquiry.

Browse orders#

Open Sales in the sidebar and click Orders. The page heading reads Sales Orders with the subtitle Track and manage customer orders.

The filter row above the table has four boxes:

• Customer — Search customers... (matches the customer reference).
• Contact Person — Search contact persons... (matches the contact person reference).
• PO Number — Search PO number... (matches the customer's PO number).
• Delivery Status — All Statuses, Delivered, or Pending Delivery.

The options button at the top right offers Advanced Filters (Product, head and date-range filters) and Toggle Columns (Show or hide table columns). When you have permission, View Deleted Orders (Restore or permanently remove orders) is also there.

The Actions column has a View button on each row that opens the order's detail screen.

Inside the order detail#

The order detail screen has cards for Customer, Order Info, Contact Person, Purchase Order, and a Note card if a universal note is attached.

The actions menu has order-specific entries:

• Additional Attachments — attach, view, or remove documents linked to this order.
• Upload Delivery — Record stock dispatched to customer.
• View Delivery History — See all dispatch entries for this order.
• Mail History — Quotations sent for this order's enquiry.
• Copy Enquiry — Duplicate this enquiry as a new one.
• Quotation Attachments — Files sent with the original offer.
• Return Entry — Reverse stock received back from customer.
• Delete Order — opens the Delete Order confirmation. If the order cannot be deleted, the Cannot Delete Order screen explains why.

Common questions#

What is the difference between an order and an enquiry?#

The order is a separate record created from the source enquiry once a PO arrives. Both stay linked.

Where do I record what was actually dispatched?#

Use Upload Delivery on the order, or use the Delivery Receipt screen.

Can I restore a deleted order?#

Deleted orders open from the options menu via View Deleted Orders — only available to users with the matching permission.