Sale orders, purchase orders & transit

Orders record an agreed deal before goods or money move: a customer's confirmed order (sale order) or your commitment to a supplier (purchase order). They use the same entry form as sales and purchases, so there is nothing new to learn.

Working with orders

1. 1

   Create the order

   Open Transactions → Sale Order (or Purchase Order), pick the party, add the agreed items and rates, and save.

2. 2

   Review and revise

   Open the order register (View/Edit Sale Order) to track open orders, adjust quantities, or correct rates as the deal evolves.

3. 3

   Fulfil and bill

   When goods move, record the actual sale or purchase. The order remains your reference for what was promised versus what was delivered.

Sale transit

For sale orders that ship in stages, Transactions → Sale Order → Sale Transit tracks the dispatch step: open a transit entry for the order, record what is on the vehicle, and keep the paper trail between order and final invoice.