Sales orders
A sales order follows a quotation and ends in an invoice. It is numbered without gaps in your financial year.
Early access
Business operations
The paperwork around a sale, kept in step
A sales order that follows the quotation, deliveries in one or several parts, credit and debit notes, receipts that settle several invoices at once, and approvals where you want a second pair of eyes.
- Early access
Early access: built and tested, available on request, being introduced with selected businesses. Not yet in use by a real business.
Sample ElectronicsA
Sales order SO/26-27/0012
Shah Retail
What was ordered
| Item | Ordered | Delivered |
|---|---|---|
| Display unit, 32 inch | 40 | 24 |
| Wall bracket | 40 | 40 |
64 of 80 delivered
Delivery notes
New- DN/26-27/0004 24 units 28 Oct
- DN/26-27/0003 40 brackets 22 Oct
Related documents
- CN/26-27/0001 credit note against INV-0039
Record a deliveryMake an invoiceDownload PDF
Orders and delivery
Confirm the order, deliver it in parts, invoice it
A quotation becomes a sales order. Deliveries are tracked against it, and the order ends as an invoice. Each document keeps the lines of the one before.
Delivery notes
Record goods delivered in one or several parts. The delivered quantity can never go above the ordered quantity. The note has no prices and a signature box.
Early access
Credit notes
Reduce what a customer owes against an issued invoice, up to its value together with other credit notes.
Early access
Debit notes
Raise the balance of an issued invoice when you need to charge more. The invoice balance updates itself.
Early access
Receipts
One payment, several invoices
A customer pays in one transfer for several invoices. Share it out once and every invoice shows what is left.
- Each share is an ordinary payment on its invoice, so balances and statuses behave as they always do.
- Whatever you do not share out stays as customer credit, to apply later.
- A share can be reversed with a reason, and the credit returns to the receipt.
Sample ElectronicsA
Receipt
Shah Retail paid in one transfer.
Share this payment
₹5,00,000received on 30 Oct 2026
| Invoice | Open | Share out |
|---|---|---|
| INV-0041 | 3,00,000 | 3,00,000 |
| INV-0042 | 1,50,000 | 1,50,000 |
Kept as customer credit₹50,000
Approvals and years
A second pair of eyes, and a clean financial year
Decide which documents need agreement and who gives it. Close a month when it is done.
- Approval rules can hold a document back until someone agrees. The person who asked cannot approve their own request.
- Financial years run from the month you choose, with monthly periods you can lock.
- Every change is kept with the values before and after, so you can see who changed what.
Sample ElectronicsA
Financial year & approvals
Years, numbering and who has to agree before something goes ahead.
Financial year
- Financial year
- April 2026 to March 2027
- Periods
- 12 months, April open
- Numbering
- SO/{FY}/0001
Approval
Sales order SO/26-27/0012Asked by Ravi · over the limit you setWaiting for approval
ApproveDecline
The person who asked cannot approve their own request.
Activity
- Asha confirmed SO/26-27/0011 10:12
- Ravi asked for approval on SO/26-27/0012 10:30
How it fits
Business operations works with Quotations and invoices, Stock and purchasing, and your customer list. A business can use any one of these without the others, and the menu shows only what is switched on.
What it is not
This is operations, not accounting. Nothing here posts to an accounting ledger, files GST returns or runs payroll. Those are not built.
Related
Stock and purchasing (early access)Suppliers, purchase orders, goods received, supplier bills and stock movements.Quotations and GST invoicesMake a quotation in three short steps, turn it into a GST invoice, share the PDF and record payments.What is available todayAn honest list of what you can use today, what is in early access, what is in development, and what is not built yet.
Want to be among the first?
Tell us how orders and deliveries work in your business today.