Introduction
Sales orders are a key part of running any business, helping you track and manage customer orders. OptyERP makes handling sales orders simple, from creating the document to converting it into a finalized sale. In this blog, we’ll walk you through how to create and manage sales orders in OptyERP, so you can streamline your sales process.

What is a Sales Order?

A sales order is a document issued by the supplier to the buyer in response to a purchase order. It includes details such as:

• Buyer’s invoicing information
• Delivery details
• Products, quantities, and prices
• Taxes, discounts, and payment terms

Once the buyer approves the sales order, the supplier ships the goods.

Step 1: Enabling Sales Orders in OptyERP

Before using sales orders, you need to enable this feature in OptyERP:

1. Go to Settings -> Business Settings.
2. Under the Sales tab, enable the Sales Order option.
3. Save your settings.

Step 2: Creating a Sales Order

After enabling the feature, you can create a new sales order by following these steps:

1. Go to Sales -> Sales Order.
2. Fill in the necessary details such as customer information, products, quantities, and pricing.
3. Save the sales order and print it for buyer approval.

Step 3: Converting Sales Orders to Sales

Once the buyer approves the sales order, it’s time to convert it into a finalized sale:

1. Navigate to Sales -> Add Sales.
2. Select the business location and customer.
3. Choose the sales order from the dropdown list, and OptyERP will automatically load all the products, pricing, taxes, and discounts.
4. Adjust the quantities if necessary and save the sale.

Conclusion
Managing sales orders in OptyERP is straightforward and efficient. From creation to conversion, you can streamline the process, reducing errors and improving your workflow.

👉 Ready to simplify your sales order management? Request a demo today at www.optyerp.com.