Sales order overview
A sales order is a document that a company issues to register a customer's order for goods or services.
A sales order is used in the following process:
Process | Document purpose |
---|---|
Quote-to-cash | Record a customer's order for goods or services. |
In the sales order, you specify a customer, the goods or services the customer ordered, their price, and the agreed shipment date. If required, use the sales order to reserve goods for the customer and ensure they are available on the agreed shipment date. You can also specify the agreed payment terms and delivery terms.
While processing a sale, you can use a sales order as a base document for other sales documents such as goods issues and sales invoices.
1C:Drive stores all sales orders in the Sales orders list. To open it:
- Go to Sales.
- Under Sales, click Sales orders.
In this list, you can:
- View sales orders
- Create sales order
- Monitor and change sales order statuses
- View sales order transaction records
- Close sales orders
- Edit sales orders
- Print sales orders
For the detailed description of sales order fields, see Sales order fields.
To estimate a sales order profit, use the Profit estimation tool.
To analyze sale orders, use the following reports:
Report | Description | How to open |
Order analysis | Shows the shipment and payment details of a sales order, including the following:
|
|
Available stock | For the products specified in a sales order, shows the quantity of items on hand, already reserved, and available for sale in all warehouses. | |
Statement of account | Shows opening balance, debits and credits, and closing balance for a certain period by customer specified in a sales order. | |
Inventory demand | It is useful for analyzing sales orders with products that a company produces as a subcontractor using materials provided by a customer. Shows the materials to be provided by a customer, already provided by the customer, allocated to production orders, and reserved for production. This report is applicable if you use the old version of the subcontracting feature (the Engage subcontractors checkbox is available and selected in Settings > Production, under Subcontracting). |