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Sales Order Management & Fulfillment

Manage customer sales commitments, delivery schedules, stock reservations, and payment terms in TechoERP.

Selling & CRM Updated 2026-10-05 Video Tutorial Available
Video Tutorial: Sales Order Management & Fulfillment
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Verified TechoERP Documentation Standard
Core Module

Overview

A Sales Order in TechoERP represents a legally binding confirmation from a Customer to buy items or services at agreed prices and delivery dates. It forms the backbone of the Order-to-Cash (O2C) cycle, automatically driving warehouse pick lists, delivery notes, and sales invoices.

Order-to-Cash Workflow

Step Document Description
1 Quotation Initial proposal submitted to prospective client or existing customer.
2 Sales Order Customer confirmation locking quantities, prices, discounts, and promised delivery dates.
3 Delivery Note Physical shipment confirmation reducing inventory from warehouse stock.
4 Sales Invoice Commercial billing document posting debits to Accounts Receivable and credits to Income.

Creating a Sales Order

  1. Go to Selling > Sales > Sales Order > New (or convert directly from an accepted Quotation).
  2. Select the Customer and verify billing/shipping addresses.
  3. Add line items specifying Item Code, Quantity, Rate, and Delivery Date.
  4. Configure Sales Taxes and Charges and Payment Terms.
  5. Click Save and then Submit.
Automated Stock Reservation

In TechoERP, submitting a Sales Order reserves warehouse stock automatically to prevent overselling while goods are being prepped for dispatch.

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