Sales orders
Record a confirmed customer order, then create a delivery challan or invoice from it.
Where to find it: Orders & quotes → Sales ordersOpen in app
Create and fulfil a sales order
- 1Go to Sales orders and click New sales order — or convert an accepted quotation.
- 2Choose the customer, set the Expected delivery date, and add the items.
- 3Save, then click Confirm order once the customer confirms.
- 4When you ship, click Create delivery challan; when you bill, click Convert to invoice.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.