Sales Order Module Update 22 June 2021 is Pakistan’s number One Cloud Accounting Software. This allows you to create unlimited Sales Orders and Sale Invoices.

We are excited to announce that we have further enhanced Sales Order Module and the following features are now available.

  1. On-Screen Create Sales Invoice from Sale Order (“SO”)
  2. On-Screen Multiple Sale Orders to a single Sale Invoice
  3. Track quantities Ordered and Invoiced.
  4. Close SO individual rows
  5. Extensive Reporting on the Sale Orders

1. How to Create Sale Invoice from Sale Order

There are four different ways to create a Sale Invoice from the Sales Order.

1: At the time of Adding a Sale Order

When adding a Sale Order and you have the rights to approve Sale Order, Select “Invoice & Close” this will immediately create both Sale Order and Sale Invoice.

2: From the Sales Orders Listing (On-Screen)

On the Sales Orders List, in the Status Column select the option Invoice. This will open a Create Sales Invoice Screen with all the entries from the SO.

On Create Sale Invoice screen, make the necessary changes and press Save & Close. Please note if there is already a Sale Invoice linked with this SO, the quantity of the linked Sale Invoice will be deducted from the SO quantity and the Balance will be shown on the screen. Please also note the rows linked with Sale Order will not allow changing the Product, however, you can add more rows and select any product.

3: Batch Invoices from Sales Orders Listing

On the Sales Orders listing, Select the SOs and from Batch select the action Invoice(Full). This will create an individual Sale Invoice for each Sales Order selected. This action will create a full invoice for each Sale Order.

4: Multiple Sale Orders to a single Sale Invoice

To Create a Single Sale Invoice from the multiple Sale Orders, Select the SOs from the list, and in the Batch Action select Invoice, this will open Create Sales Invoice screen with the entries from all SOs, in case, an item is already Invoiced or a row is closed that will not appear on this Screen.

2. How to Close Sale Order Individual Rows

On the Edit Sale Order Form, a check box is available in each row, simply click the Check Box and Save and Close, this will close the relevant row and it will not appear in invoices or as a pending row.

3. Sale Orders Reports

A new section in reporting Module is added. This module has 12 New Reports as listed below

  1. Sale Orders By Date
  2. Sale Orders By Customers
  3. Sale Orders By Status
  4. Sale Orders Detail By Date
  5. Sale Orders Detail by Customer
  6. Sale Orders Summary by Products
  7. Sale Orders Detail Closed
  8. Sale Orders Detail Pending
  9. Sale Orders Detail OverBilled
  10. Sale Orders Summary By Customer
  11. Rejected Sale Orders
  12. Rejected Sale Orders Detail

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Fast Accounts Team