A Sales Order (SO) is a formal agreement between you and your customer. In Sevenledger, it serves as the central hub for fulfillment, allowing you to track inventory commitment, shipments, and billing in one place.
Create a new Sales Order
Follow these steps to record a new customer commitment.
Initialize the order
Navigate to Sales Orders and click New.
Select customer and dates
Choose a Customer from the dropdown menu to auto-populate billing and shipping addresses. Set the Sales Order Date.
Add line items
Select the products being ordered. For each item, you must specify the Primary Warehouse to ensure the stock is deducted from the correct location.
Save the record
Review the totals and click Save.
Field definitions
Use these definitions to ensure your sales data is accurate and consistent.
| Field | Description |
|---|---|
| Customer | The contact or company purchasing the goods. |
| Sales Order Date | The date the order was officially placed. |
| Sales Order# | A unique ID (e.g., SO-320-82/83) generated based on your fiscal settings. |
| Reference# | An optional field for the customer’s purchase order or external tracking ID. |
| Warehouse | The specific inventory location where the stock is allocated. |
| Rate | The per-unit price. Click Recent Rates to see historical pricing for this customer. |
Manage orders and related documents
Once an order is saved, Sevenledger uses a Documents Sidebar to link all related stages of the sale.
Track order status
Monitor the progress of your order through the status bar in the top right:
- Draft: The order is being edited; inventory is not yet committed.
- In Progress: The order is partially shipped or invoiced.
- Completed: All goods have been delivered and the balance is paid.
Use the Document Sidebar
The sidebar on the right-hand side acts as your navigation hub for the entire fulfillment process.
- Shipments: View linked delivery orders (e.g.,
WH/OUT-205-82/83) and their fulfillment status. - Invoices: Access all invoices generated from this order. Click an invoice number to open and edit it directly.
- Payments: Track the total amount paid versus the outstanding balance. You can click Pay all to record a full payment for all linked invoices instantly.
Pro Tip: To edit any linked document, simply click its ID in the sidebar. This “TradeGecko-style” navigation allows you to jump between shipping and billing without losing your place in the Sales Order.
Record payments
If the order is “In Progress,” the sidebar will display the remaining balance in red (e.g., Rs 20,982.00 to Pay). You can record partial payments by opening the specific invoice, or use the Pay all button in the sidebar to close out the entire order.