Sale Order

The PrismERP Sale Order lets businesses create, manage, and track sales orders directly within the ERP system. Users can enter order details, add products, manage free items, apply terms and conditions, and calculate totals. With PrismERP, sales orders are recorded accurately, deliveries can be tracked, and customer transactions are easier to manage

Add Sale Order (User Section)

Field	Action
Branch	Select the branch under which the sale order is created.
Delivery Branch	Select the branch responsible for delivering the ordered products.
Party	Select the customer or party for whom the sale order is being created.
Ship From	Select the location or branch from which the products will be shipped.
Closing Balance	View the party's current closing balance.
Party Address	Enter or select the address associated with the party.
Entry Date	Enter the date the sale order is recorded in PrismERP.
Order Date	Enter the date the customer places the order.
Project	Select the project associated with the sale order, if applicable.
Dept/Item	Select the department or item group to narrow down the product search.
Sub-Dept.	Select the relevant sub-department.
Category	Select the product category.
Product	Search for and select the product to add to the sale order.
Quantity	Enter the quantity of the selected product.
Description	Enter any additional details or remarks about the sale order.

After creating a sale order, the record appears in the Sale Order List. Users can search and filter the list to find a specific order and check its details, amount, and current status. Each order also shows its approval progress. The available statuses are Pending, Approved, Completed, Rejected, and Closed.

When a user opens a sale order, the details page displays the order information, including customer, branch, delivery details, amount, date, and status. Users can also create related transactions directly from this page, such as Sale Delivery, Material Requisition, and Sale Invoice. Separate tabs provide access to product details, related sale invoices, sale deliveries, delivery returns, vouchers, and attachments.

Sale Order (Admin Section)

The Sale Order Configuration in PrismERP determines how the main Sale Order page is presented and what information is available on it. Administrators can customize the page according to business requirements by choosing which fields, product details, grid columns, charges, taxes, discounts, and stock information to display. They can also rename custom fields and specify which information is mandatory when creating a sale order.

Work Order Outline

Field	Description
Work Order Type	Determines which type of transaction the Sale Order page follows: Receive, Issue, or SO.
Party Label	The text used in place of the default Party label on the Sale Order page.
Buyer Label	The text displayed for the Buyer field.
Page Title	The heading displayed at the top of the Sale Order page.
Inventory Label	The name displayed for the Inventory section.
Trade/Profit Type	Sets the default TP or RP type for the transaction.
Outline Mapper	Specifies which outline layout is used for the Sale Order page.

Order Information

Field	Description
Order Number	Adds an Order Number field to the main form.
Party Type	Provides a field for specifying the category or type of the selected party.
Attention	Provides a field for the name of the person to contact regarding the order.
Sales Person	Adds a field for assigning a salesperson to the order.
Terms & Conditions	Provides a section for including the terms and conditions of the sale.
Delivery Terms	Adds a dropdown for specifying the agreed delivery terms.
Delivery Type	Provides an option to specify the delivery method.
Multiple Purchase Request	Supports attaching more than one Purchase Request to a sale order.
New Order Copy	Provides an option to create an order using details copied from an existing order.
Project Company	Adds project company information to the order.
Party Address	Provides address information for the selected party.
Billing Address	Adds a separate billing address to the order.
Delivery Address	Provides a separate address for product delivery.
Show Address Balance	Displays the outstanding balance associated with the selected address.
Delivery Branch	Adds a field for specifying the branch responsible for delivery.
Delivery A/C	Provides the Delivery Account field (BWD) for the transaction.
Delivery Date	Specifies the delivery date associated with the order.
Previous Delivery Date	Provides a field for recording the previous delivery date.
Expected Delivery Date	Specifies the expected date of delivery.
Delivery Completion Date	Records the date on which delivery is completed.
Tear Quantity	Provides an option for recording tear quantity in the order.
Returning Qty	Adds a field for recording the quantity returned.
Max Order Qty	Sets a maximum quantity limit for the order.
Price Level	Adds the Price Level field for the order.
Extra Note	Provides an additional field for order-related remarks.
Previous LPO	Displays a field for referencing an earlier Local Purchase Order.
Receive Adjustment	Provides an option for recording receive adjustments.
Custom Field 1–3	Provides up to three additional fields for storing order-related information.
Custom Field Labels	Defines the names displayed for the custom fields.
Last 5 Receive Vouchers Days	Specifies the number of days used to display recent Receive Vouchers.

Product Information

Field	Description
Bulk Product Load	Provides an option to load multiple products together instead of adding them individually.
Duplicate Product	Allows the same product to appear in multiple rows of the product grid.
Item Filter	Adds a product filter panel to narrow down the item list.
Scan Qty on Duplicate	Increases the quantity of an existing product row when the same product is scanned again.
Warn Wise Product Stock	Displays stock shortage warnings for products.

Product Grid

Field	Description
Item/Dept	Displays the department associated with the selected item.
Barcode	Adds the product barcode as a column in the grid.
Stock	Displays the stock quantity of the selected product.
Movement	Shows product movement information.
Show on Grid	Adds the configured additional product information to the grid.
Send Out	Displays a separate quantity column for Send Out.
SKU	Shows the product's Stock Keeping Unit (SKU).
Multi Product Select	Provides an option to select and add multiple products together.
Item Note	Adds a note field for individual products in the order.
Party Code	Displays the product code assigned to the selected party.
HS Code	Shows the product's Harmonized System (HS) Code.
Show Brand	Displays the brand associated with the product.
Estimated Work Order	Shows the estimated work order information for the product.
Any TP	Adds the TP (Trading Price) information to the product grid.
Specification	Displays the specifications of the selected product.
QA Condition	Shows the quality acceptance condition of the product.
Product Feature Enabled	Makes product feature information available in the product grid.
Grouping	Groups similar products in the grid.
Temp Item	Provides an option to add temporary items to the order.

Additional Charges

Field	Description
Charge 1–4	Provides four separate fields for recording additional charges.
Charge Labels	Defines the names displayed for the additional charge fields.

Custom Charges

Field	Description
Custom Charge 1–4	User-defined charge fields
Custom Charge Labels	Labels for custom charges

Editable Check

Field	Description
Editable IPU	Allows the IPU value to be changed on the Sale Order page.
Editable Discount	Allows the discount value to be changed directly in the order.

Variant

Field	Description
Variant 1–6	Provides up to six variant fields for recording product variations.

Show Stock

Field	Description
Show Stock	Displays the total stock quantity of a product.
Show Booked Qty	Displays the quantity already booked for the product.
Show Available Stock	Shows the quantity currently available after considering booked stock.

VAT & Tax

Field	Description
Tax 1–3	Provides up to three separate tax fields in the order.
VAT Editable	Allows the VAT value to be changed directly on the Sale Order page.
Show VAT(Inc.) Price	Displays product prices with VAT included.

Discount & Promotions

Field	Description
General Discount	Provides a discount field for the overall order.
Trade Discount	Adds a separate field for trade discounts.
Item Discount	Allows discounts to be applied to individual products.
Discount Show	Displays discount information on the Sale Order page.
Additional Discount	Provides an additional discount field.
Custom Manual Discount	Provides an option to enter a manually specified discount.
Discount Before/After	Determines whether the discount is calculated before or after the charges.
Transport Discount	Adds a separate field for transport-related discounts.
Special Discount	Provides a field for recording special discounts.
Less	Adds a deduction field to the order.

Others

Field	Description
Header Note	Adds a note field at the top of the sale order.
Payment Type	Provides a field for specifying the payment method.
Multi Currency	Supports transactions in multiple currencies.
Non-editable After Convert	Prevents changes to the sale order after it has been converted.
City Group	Provides City Group information for handling customer groups.
Credit Limit Check	Checks the party's credit limit when creating a sale order.
Branch Wise Check	Applies validation based on the selected branch.
Print After Save	Provides the option to print the order immediately after saving.
Auto Print	Automatically prints the sale order.
Email Copy	Provides an option to send a copy of the document by email.
Exception Email	Sends email notifications when an exception occurs.

Required Fields

Field	Description
Branch	Makes the Branch field mandatory on the Sale Order form.
Cost Center	Makes the Cost Center field mandatory on the Sale Order form.

Item Category Controls

Field	Description
Department	Adds the Department field for classifying products.
Sub-Department	Adds the Sub-Department field under the selected department.
Category	Provides a field for selecting the product category.
Sub-Category	Provides a field for specifying the product sub-category.

User Guidelines

User Type	Guidelines
Administrators	Configure the fields and options according to the organization's requirements. Assign suitable names to custom fields and review the Sale Order page after making changes to the outline.
End Users	Complete the required fields and check the order totals, delivery details, and addresses before saving the sale order.