How to create a sales order

Use this guide to create a new sales order in Raad ERP.

Go to: Sales > Sales Order > Create Sales Order

Step 1: Open Sales Order Screen

From the left-side navigation bar, click Sales.

Select Sales Order.

Click Create Sales Order.

Step 2: Import Existing Documents (Optional)

Click Import if required.

You can import and convert:

Quotation,

Proforma Invoice.

Previously created documents can be imported.

If not required, continue with manual entry.

Step 3: Sales Order Details

Select the Customer.

Customer name is required to create the sales order.

Step 4: Delivery Details

Enter Expected Delivery Date.

Enter Delivery Address if required.

Step 5: Additional Fields (Optional)

If needed, enter:

Remarks,

Notes,

Other additional details.

Step 6: Add Line Items

In the line item section, select the product.

Choose Exclusive or Inclusive at item level.

Enter the quantity.

Enter the price.

If applicable, enter discount.

Press Enter to add the next product.

Step 7: Additional Charges (Optional)

If required, enter:

Freight charges,

Other expenses,

Cash discount.

Step 8: Save or Post Sales Order

Click Save to keep the sales order as draft.

Click Post to confirm the sales order.

You can also use shortcuts:

F3 to Post.

F4 to Save.

After posting, the sales order will be saved successfully and available for delivery and invoicing.