Manage & Edit Sales Order

After a Sales Order is created, you can view, edit, print, issue goods, generate invoices, and track order history from the Sales Order detail screen.

manaagesaleorder

Managing Sales Orders in O2VEND ERP ensures accurate inventory control, billing accuracy, and complete order traceability.
Use the available actions to efficiently move orders from creation → fulfillment → invoicing → payment tracking.

Sales Order Header Information

Sales Order Number

  • Unique reference number for the sales order
  • Helps track orders across inventory, billing, and reports

Order Date & Time

  • Shows when the order was created
  • Useful for audits and chronological tracking

Order Status

  • Displays current order state such as:
    • New
    • Complete
    • OverComplete
    • InProgress
    • Delivered
    • ReadyToPickUp
    • Void
  • Automatically updates based on actions like Goods Issue or Invoice creation

Customer Information Section (Editable)

Branch

  • Shows the branch handling the order
  • Impacts stock allocation and reporting

Customer Name

  • Displays the selected customer
  • Determines pricing, tax rules, and credit limits

Customer PO

  • Customer’s purchase order reference
  • Useful for reconciliation and documentation

Credit Days

  • Payment due period for the customer
  • Used to calculate payment deadlines

Transport

  • Delivery or logistics reference
  • Helps in shipment coordination

Billing & Shipping Details

Bill To

  • Customer billing address and contact details
  • Used for invoice generation and tax calculation

Ship To

  • Delivery address and contact details
  • Used during Goods Issue and delivery planning

Product & Order Items Section

Product List

  • Displays all products added to the order
  • Each line item shows:
    • SKU
    • Quantity
    • Unit Price
    • Discount
    • Line Total

Edit Line Items

  • You can:
    • Update quantity
    • Adjust discounts
    • Remove products (❌ icon)
  • Changes recalculate totals automatically

Bulk Entry

  • Add multiple products at once using Excel import
  • Ideal for large or repeat orders

Order Summary & Payment Details

Subtotal

  • Total value before tax and charges

Tax

  • Calculated based on tax configuration
  • Controlled using Show Tax toggle

Discount

  • Total discount applied across all items

Shipping Fee

  • Optional delivery charges

Round Off

  • Automatically adjusts final amount

Total

  • Final payable amount

Payment Status

  • Displays:
    • Total Paid
    • Pending Payment

Right Panel – Action Buttons (Key Operations)

Print

  • Prints Sales Order document for reference or sharing

Goods Issue

  • Issues stock from inventory
  • Reduces actual stock quantity
  • Mandatory before invoicing physical goods
  • Generates item-wise picking list
  • Used by warehouse staff for order fulfillment

Create Invoice

  • Converts Sales Order into Invoice
  • Locks pricing and tax values
  • Updates accounting records

Download

  • Downloads Sales Order as PDF or document

Share & Utility Actions

Share Invoice

  • Send invoice via email or other channels

Clone

  • Creates a duplicate Sales Order
  • Useful for recurring customers or repeat orders

Notification

  • Sends order updates to customer or internal teams

Show Tax Toggle

  • Enables or disables tax visibility
  • Useful for tax-inclusive or tax-exclusive pricing

Tabs for Advanced Control

Advanced Receipts

  • Manage advance or partial payments

Goods Issue

  • Track issued quantities and warehouse movement

Vendor

  • Displays vendor-related details (if applicable)

History

  • Shows all changes made to the order
  • Includes edits, status changes, and actions

Change Status

  • Manually update order lifecycle stage

Documents

  • Attach supporting files like agreements or delivery proofs

Update History

  • Complete audit trail for compliance and tracking

FAQs

Can I edit a Sales Order after saving?
Yes, until Goods Issue or Invoice creation.

Does Goods Issue reduce inventory?
Yes, stock is reduced only during Goods Issue.

Can I create an invoice directly from Sales Order?
Yes, use the Create Invoice button.