We have updated the Sales Order Module. Now there are 4 different types of status for each sales order

1. In Progress
2. Approved
3. Rejected
4. Invoiced

This will help you to track sales order more efficiently. Only when the status of the sales order is changed to Invoiced, this action will automatically create a sales invoice. Also, now you can change the status of any Sales Order as required.

1. How to Update Status on Sales Order

There are four different options to update the status of a sale order.

A: At the time of Adding a Sale Order

When you are adding a Sale order and you have rights to approve Sale Order, you can choose the “Approve & Close” or immediately create an invoice with “Invoice & Close”. In case the order is just saved, it will have “In Progress” status.

B: At the time of Edit Sale Order

This screen also provides authorised user access to directly Reject, Approve or Invoice a sale order.

C: Sale Order Listing

An authorised user has an option in the Sale Order List to simply change the status of single Sale Order as required.

From the Status Column select the Option as required.

D: Batch Update of Sale order Status

On the Sale Order listing, Select the Sales Orders and from Batch Select the action. This will update the selected Sale Order staus with one click

2. Create multiple invoices for a single Sales Order

Now you can create more than one sales invoice from the same Sales Order, in case you would like to raise a sales invoice for the selected items, simply create the sales invoice and delete the rows not required from the sales invoice created.

For further support call us on 042-111-008-339
Fast Accounts Team