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Sales Order

To generate a Sales Order you can head over to the My Sales Order section under the Customer tab. In many companies, salespeople generate quotations that turn into sales orders once approved. Following this, draft invoices are prepared based on the sales order.

Manual invoicing is recommended, as it enables the salesperson to initiate the invoice as needed, with flexible options: invoicing the entire order, a specific percentage (as an advance), selected items, or a fixed advance amount. This approach is effective for both services and tangible goods.

SS My Sales Order

Here are the steps to create a new sales order using the Ace CBM tools:

  1. Access Sales Order Form: In the Ace CBM dashboard, navigate to the "Sale Order" section.

  2. Select Customer:

    • Use the Customer dropdown at the top to select the customer for this sales order.

  3. Set Sales Order Details:

    • SO Date: Enter the date of the sales order (mandatory).
    • Payment Terms: Choose the payment terms agreed upon with the customer from the dropdown.

  4. Enter Buyer and Consignee Information:

    • Buyer (Billed To): Click the "+" icon to add or select the billing information for the buyer.
    • Consignee (Shipped To): Click the "+" icon to add or select the shipping information for the consignee.

  5. Specify Additional Order Details:

    • SO Type: Select the sales order type from the dropdown.
    • End Date: Specify the end date of the order, if applicable.
    • SO Subtype: Choose the subtype of the sales order.
    • Sale Type: Select the sale type that applies to this order.
    • Customer PO No.: Enter the customer's purchase order number (mandatory).
    • Customer PO Date: Specify the date of the customer’s purchase order.
    • Amendment No.: If applicable, provide the amendment number.
    • Amendment Date: Enter the date of the amendment, if relevant.

  6. Add Items or Services:

    • Add Item: Click on “Add Item” to input the goods being ordered. Provide details for Name of goods, Description, HSN Code, Quantity, and Rate. The Amount and Subtotal will be calculated automatically.
    • Add Service: If any services are included, click “Add Service” and input similar details as above.

  7. Enter Memo: If any additional notes or memos are necessary for this order, fill in the "Memo" field.

  8. Review Total Amounts:

    • Total Amount: Review the total calculated amount.
    • Round Off: Confirm the rounded-off amount if applicable.
    • Grand Total: Check the grand total to ensure accuracy.

  9. Create Sales Order: Once all the information is entered and verified, click the "Create" button at the bottom of the form to save the sales order.