Sales Orders

Sales Orders

A Sales Order is the customer's commitment to buy — typically created from an accepted quotation. It drives delivery, stock reservation and invoicing.

Create from a quotation

The quickest way: open the accepted Quotation → Create → Sales Order. Lines, prices and terms copy across; review and submit.

Create directly

Sales Order → New:

What happens on submit

• The order is locked — no more edits without Cancel + Amend
• Stock is reserved for those items in the source warehouse
• A delivery is expected on the Delivery Date — overdue orders flag automatically
• An Advance Payment request can be sent if you require deposit before delivery

Delivering against the order

You don't ship from the Sales Order directly — you make a Delivery Note (see Delivery Notes). The Delivery Note pulls the lines from the Sales Order; you can ship partial quantities and ship the remainder later.

Invoicing against the order

Similarly, Sales Invoice pulls from the Sales Order. You can invoice the full order at once or in instalments depending on your terms.

ERPNext tracks how much of the order has been:

• Delivered (via Delivery Notes)
• Billed (via Sales Invoices)

Both percentages show on the Sales Order form.

Cancelling or amending

A submitted Sales Order can be Cancelled. If the order has Delivery Notes or Sales Invoices linked, you must cancel those first. After cancelling, Amend creates a new version where you can fix and resubmit — leaving the original cancelled in the audit trail.

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