Creating a sales order

A sales order (سفارش فروش) is a document that confirms what a customer has ordered. Creating a sales order is the first step when you need to record a customer's request before delivering goods or services.

Before you start

• You must have at least one customer set up in Contacts.
• You should have products or services added to your inventory.
• You need permission to create sales orders (usually granted to sales staff or managers).

Steps

1. Go to Sales Orders → New Sales Order and click the button to create a new order. Open in Usystems

2. Select the customer from the dropdown. If the customer is not listed, you can add them quickly or go back to create the customer first.

3. Enter the order date (defaults to today) and any memo or reference number you want to track, such as a purchase order number from the customer.

4. Add the products or services the customer ordered by clicking Add Line. Each line shows:

   • The product or service name
   • Quantity ordered
   • Price per unit
   • Total amount for that line

5. Review the totals at the bottom of the order. The system calculates the total automatically as you add lines.

6. Click Save when you are finished. The order is now created and appears in your sales orders list.

Accounting impact

A sales order does not create any accounting entries by itself. It is a tracking and planning document. When you convert the order to an invoice or sales receipt, that is when the sale is recorded in your accounts.

Tips & common mistakes

• Save early: if you have an internet interruption, you lose unsaved changes. Save the order as soon as you add the customer and date.
• Check the customer name: a wrong customer means the entire order may be credited to the wrong person.
• You can edit a sales order after it is saved. Just open it again from the list, make changes, and save.
• Sales orders do not automatically become invoices. You must create an invoice separately when you are ready to charge the customer.