⬜ Sales Orders in AurPOS

Sales Orders in AurPOS help you organize customer requests before issuing an official invoice, offering greater flexibility in managing unprocessed sales.

✅ What is a Sales Order?

A Sales Order (SO) is a document created by the seller (you) to record a customer’s request that includes the desired products and quantities, without deducting any stock from inventory.

✅ Enabling the Sales Order Feature

To enable the Sales Orders feature in AurPOS:

➤ Go to Settings → Business Settings → Sale

➤ Enable the option ✅ Enable Sales Orders

➤ Click Save

✔ Once enabled, a “Sales Orders list” will appear under the Sales section.

✅ How to Add a Sales Order

To create a new Sales Order in AurPOS:

➤ Go to Sales → Add Sales Order

➤ Fill in the required details such as:

• Customer name

• Business location

• Products and quantities

• Prices, taxes, and notes

➤ Click Save

✔ After saving, the order will appear in the Sales Orders list under the Sales section.

✅ Converting a Sales Order into a Sales Invoice

When you're ready to fulfill the order, you can convert it into a final invoice using one of two methods:

1️⃣ From the Sales Orders list:

• Click on Options next to the desired order

• Select Convert to Final Invoice

✔ You can also track the status of each order directly from the Sales Orders list.

2️⃣ From Sales → Add Sales Invoice:

• Choose the business location and customer

• In the Sales Orders field, a list of open orders for the selected customer will appear

• Select the desired order, and its details will be loaded automatically

➕ To learn more about how to create a Sales Invoice, see the following article:

[Link to Add Sales Invoice article]

✳️ Tip:

Use Sales Orders to monitor and organize sales requests that haven't yet been processed.
This feature helps reduce errors, improve customer relationships, and ensure accurate and well-managed order fulfillment.