A Sales Order (SO) is the formal agreement between you and your customer. In Sevenledger, it’s the central hub for fulfillment — letting you track inventory commitment, shipments, and billing all in one place.
Create a New Sales Order
Initialize the order
Navigate to Sales Orders and click New.
Select customer and dates
Choose a Customer from the dropdown — billing and shipping addresses auto-populate instantly. Set the Sales Order Date.
Add line items
Select the products being ordered. For each item, specify the Primary Warehouse so stock is deducted from the right location.
Save the record
Review the totals and click Save.
Field Definitions
Quick reference for filling out your sales data accurately:
| 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# | Optional — drop in the customer’s PO number or external tracking ID. |
| Warehouse | The specific inventory location where stock is allocated. |
| Rate | Per-unit price. Click Recent Rates to see historical pricing for this customer. |
Managing Orders and Related Documents
Once saved, Sevenledger uses a Documents Sidebar to link all related stages of the sale — keeping everything connected and navigable.
Track Order Status
Monitor progress through the status bar at the top right:
- Draft: Still being edited — inventory isn’t committed yet.
- Confirmed: Locked in and awaiting fulfillment.
- In Progress: Partially shipped or invoiced.
- Completed: All goods delivered and balance paid.
- Void: Order has been cancelled.
Use the Document Sidebar
The sidebar on the right is your navigation hub for the entire fulfillment flow:
- 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 any invoice number to open and edit it directly.
- Payments: Track total paid vs. outstanding balance. Click Pay all to record a full payment for all linked invoices in one click.
Pro Tip: Click any document ID in the sidebar to jump directly to it. This navigation style lets you move between shipping and billing without losing your place in the Sales Order.
Record Payments
If the order is “In Progress,” the sidebar displays the remaining balance in red (e.g., Rs 20,982.00 to Pay). Record partial payments by opening the specific invoice, or hit Pay all in the sidebar to close out the entire order at once.