How do I work a sales order from confirm to delivery?
What you'll do: Confirm the draft, record dispatches (capturing serial numbers), download delivery challans, then mark it delivered. Invoices are generated from each dispatch.
The flow
- Confirm the Sales Order. On a Draft SO, click Confirm Sales Order. It moves to Pending Dispatch and the warehouse can start shipping.
- Record a dispatch. On the Dispatches tab, click Record Dispatch. Pick the dispatch date (not in the future, at most 30 days back), tick the lines shipping, and enter their quantities. For serialised products, enter one serial number per unit (typed, or picked from in-stock assets). Submit. The SO status follows the lines — Partially Dispatched or Fully Dispatched.
- Download the delivery challan. On a dispatch card, click Download Challan for the consignment document. (The challan is generated on demand and is explicitly not a tax document.)
- Generate the invoice from the dispatch — see Issuing an invoice.
- Mark delivered. Once Fully Dispatched, click Mark Delivered.
Correcting and cancelling
- Void a wrong dispatch (Sales Manager): on the dispatch card menu choose Deactivate, enter a reason. The shipped quantities go back to pending. (You must void any invoice on that dispatch first.)
- Cancel a Sales Order: only possible while Draft or Pending Dispatch and with nothing dispatched yet. Attach a proof file, enter a reason, type the SO number to confirm. Once anything has shipped, cancellation is gone — see Why can't I cancel this sales order?.
Attachments
You can keep supporting documents on the Sales Order. On the SO's overview, choose an Attachment type (for example the customer PO), then click Add attachment to upload the file. Uploaded attachments can be downloaded again from the same place.
Closing
Sales Orders close automatically once every active dispatch has an active invoice — there's normally no manual Close step for sales roles.