Introduction - Sales Order

A Sales Order is a document sent to your customers, confirming the items and prices of a sale. It is usually created after a quote is accepted by the customer and the items are ready to be shipped or delivered.

The workflow for a sales order in Mindx Inventory is as follows:

Create a sales order detailing the items you are selling and their prices. Save it as a draft.
Convert the sales order into an Invoice to send to your customer.

Creating a Sales Order

Follow these steps to create a sales order:

Navigate to the Sales Orders section under Sales.
Click on + New to open the sales order creation page.
Fill out the required fields:

Section	Field	Description
Header Section	Sales Order#	Unique identifier for the sales order. Automatically generated but editable.
	Order Date	The date when the sales order is created.
	Delivery Date	The expected date of product or service delivery.
Dropdowns	Warehouse	Select the warehouse from where the items will be shipped.
	Customer	Choose the customer for whom the sales order is being created.
Items Table	Item	Select the item being sold.
	Quantity	Specify the quantity of the item being sold.
	Price	Auto-filled based on the item selection, editable if required.
	Tax	Apply the relevant tax percentage or rate.
	Amount	Auto-calculated based on quantity, price, and tax.
Footer Section	Customer Notes	Enter any specific instructions or additional information for the customer.
	Subtotal	Displays the total before taxes and adjustments.
	Tax	Displays the total tax applied.
	Total	Displays the grand total, including tax.

Select the Warehouse and Customer from the dropdown options.
Add items to the order, specify their quantities, and adjust prices or taxes as necessary.
Enter any additional details, such as customer notes or specific delivery instructions.
Review the subtotal, tax, and total amount to ensure accuracy before finalizing the order.

Tip

Double-check the delivery date to ensure timely fulfillment of the order, especially during peak seasons.

Creating a sales order efficiently organizes your sales process and helps manage customer relationships effectively.

Converting a Quote to a Sales Order

Mindx Inventory allows you to convert an Accepted Quote into a Sales Order. This ensures that customer requirements and agreed prices are directly transferred to the sales order.

Steps:

Navigate to the Quotes section under the Sales .
Select the quote you wish to convert.
On the Details page, click the Convert to Sales Order button
Verify the auto-filled details on the New Sales Order page.
Save the sales order as a draft or send it to your customer.

Insight

Streamlining the conversion process from quotes to sales orders can significantly enhance operational efficiency and minimize manual data entry errors.

View Sales Orders

If you’ve already created sales orders, you can easily view them. Here’s how:

Navigate to Sales > Sales Orders.
Select the sales order you wish to view.

This enables you to track your sales, monitor customer orders, and manage your inventory effectively.

Note

Consider implementing a systematic naming or numbering convention for sales orders to enhance organization and retrieval.

Next >

Manage Sales Order

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