Know what every customer ordered
Record the order once. Delivery and billing follow from it.
- One record per order
- An order register
- Breakdown by order
What is inside
Orders your whole team can see
Sales, stores and accounts work from the same order.
Customer orders
Record the items, quantities and rates agreed.
From a quotation
Start from a quotation you already sent.
Order register
Read every order in one list.
Order breakdown
A report that breaks an order down.
Approvals
If your business uses approvals, orders wait for one.
On to delivery
Move the order on to a delivery note.
How it works
An order in three steps
Between the quotation and the delivery.
- 1
Record the order
Choose the customer and add the items.
- 2
Get it approved
If your business uses approvals, approve it here.
- 3
Send it to delivery
Raise a delivery note against the order.
A sample register
Orders, one line each
The register lists every order in date order.
Order register
Every order, by customer and date.
Order breakdown
What one order is made of.
Linked documents
The delivery and invoice that follow.
| Order | Customer | Amount |
|---|---|---|
| SO-031 | Customer A | 1,13,000 |
| SO-032 | Customer B | 56,500 |
| SO-033 | Customer C | 2,26,000 |
| Total | - | 3,95,500 |
Sample figures, not a real company. Amounts in rupees.
Common questions
Questions about sales orders
Short answers.
Can I make an order without a quotation?
Yes. You can record an order directly.
Can I see all orders in one place?
Yes. The sales order register lists them.
What comes after the order?
A delivery note, then the invoice.
Keep exploring
Where to next
See Hexabooks with your own numbers
Tell us a bit about your business and we will set up a walkthrough.