Create a sales order

On the sales orders page, click  to get started on a new order.

Create a new sales order: quick tutorial

Optional: set a custom status (see User statuses).

 

 

1.

Select a company/customer.

 

 

2.

Confirm the order date.

 

 

3.

Add order products.

Save each item before adding the next. Click on a product line on the right to edit or remove it.

 

 

4.

Enter the quantity of the product ordered and confirm the unit price.

 

 

Create a new sales order: step-by-step guide

On the sales orders page, click +New order. This takes you to the sales order entry page.

Search for a customer

To find a customer, start typing to do a predictive search or click on Customer to view all customers and search from there.

Confirm customer details

These include:

• Customer name
• Currency & exchange rate. Qblue updates the rate automatically by default, or you can view & edit these from the currencies setting page.
• Tax type. If you've setup the customer as tax exempt or zero-rated, this will already be applied.
• Payment term
• Shipping address

Confirm other important fields

These will already be populated with their default values, and include:

• Order date
• Invoice date
• Due date. This is calculated based on the payment term.
• Expected delivery date. By default, this is the day after the order date.
• Shipping method. You can update or change the default shipping method from here.
• The user entering the order

Customer reference

If the customer profile setting has the "Customer reference is mandatory on sales orders" option turned on, this field will be mandatory.

Add/edit order products

At the bottom of the page is where you can add products into the order. 

1. Search for product. Start typing for a product, scan its barcode, or click Product to view the list of products.
2. Confirm quantity (ordered quantity). To view the product's current inventory levels and full details, click Free/Current inventory.
3. Confirm unit price (set selling price). If there's an active and valid promotion that you've applied to the product or customer, its discount or fixed promotional sell price will be displayed.
4. Add notes (optional). Click Notes to enter any notes or additional information for the current product line.
5. Save item. Click Save to save the current item before moving to the next. To edit or remove an item, click on a product line on the right.

Emailing & printing documents

Once you've added all the order products, you'll now have the option to print or email any of the following documents:

• Quote
• Packing list
• Invoice or credit note
• Proforma invoice (document prompting your customer for prepayments)

After you've printed any of the above documents (excluding quote), the order status will automatically change from Draft to Confirmed.

There are also standard email templates for emailing any of the above documents. All templates can be found from the templates settings page.

Save

Once you've entered all that you need to, the final step is to click Save. Or, if you're ready to ship out, hit the Ship out & invoice button to begin the dispatching process.

About standard footer texts

Setting a standard footer text for quotes and invoices helps inform your customers about payment methods or any other extra information they should know. The footer text appears on the document printout/PDF. 

To update or edit footer text for your quotes and invoices, go to the sales settings page.