From accepted quotation to confirmed order, delivery, and invoice
Sale Orders are the confirmed side of your sales pipeline: customer, reference, delivery date, payment terms, salesperson, and priced lines with taxes and discounts. Deliveries, invoices, and revenue postings follow from the order.
Built for
- Sales teams — Confirm orders from quotations and track delivery dates and payment terms.
- Sales managers — See order volume by salesperson and team on the Sales Dashboard and Analysis.
- Warehouse & dispatch — Ship against the order as the source document for the delivery transfer.
- Finance — Invoice what was ordered and delivered, with payment terms already agreed.
What Sale Orders does inside ERPS X
Sale Orders is where a quotation becomes a commitment. The order keeps everything the quotation held — Customer, Customer Reference, Quotation ID, Expiration, Delivery Date, Payment Terms, Salesperson, Sales Team, and tags — and marks it as an order the business will fulfil.
Each line carries the Product, description, Quantity, UoM, Unit Price, Taxes, Discount, and Subtotal, with prices and taxes read from the product master. Online payment and online signature options are recorded on the document.
Once confirmed, the order is the source document for what follows: a Deliveries transfer in Inventory to ship the goods, a customer Invoice in Finance, and the receivables and revenue postings in Accounting. The Sales Dashboard and Sales Analysis report on orders alongside quotations.
Sales teams
Confirm orders from quotations and track delivery dates and payment terms.
Sales managers
See order volume by salesperson and team on the Sales Dashboard and Analysis.
Warehouse & dispatch
Ship against the order as the source document for the delivery transfer.
Finance
Invoice what was ordered and delivered, with payment terms already agreed.
Everything Sale Orders gives your team
Each feature below is part of the application as it ships in your ERPS X workspace — no add-ons, no separate licences.
Complete order header
Customer, customer reference, quotation ID, expiration, delivery date, payment terms, salesperson, sales team, and tags.
Priced lines
Product, description, quantity, UoM, unit price, taxes, discount, and subtotal per line from the product master.
Confirmed from quotation
An accepted quotation becomes the order — no second document to re-key.
Delivery date & payment terms
Agreed dates and terms travel from quotation to order to invoice.
Source for deliveries
Deliveries transfers in Inventory reference the order and reduce on-hand stock.
Sales Dashboard & Analysis
Orders reported with quotations by period, salesperson, and status (Draft, Quotation, Sent, Done).
A closer look at Sale Orders
The screens, records, and controls you will actually work with day to day.
Order header
- Customer and Customer Reference
- Quotation ID and Expiration
- Delivery Date
- Payment Terms
- Salesperson, Sales Team, Tags
Order lines
- Product and Description
- Quantity and UoM
- Unit Price and Taxes from the product
- Discount per line
- Subtotal and document total
After confirmation
- Deliveries transfer with the order as source document
- Customer invoice in Finance
- Receivables and revenue posted in Accounting
- Sales Dashboard and Sales Analysis
- Sales settings for the department
The Sale Orders workflow
From first setup to daily use — the path your team follows inside the application.
Start from the quotation
Build the quotation with customer, lines, delivery date, and payment terms.
Confirm the order
When the customer accepts, the quotation is confirmed as a sale order.
Deliver
Warehouse posts a Deliveries transfer against the order; stock is reduced.
Invoice
Finance raises the customer invoice from the order with its payment terms.
Review
Sales Dashboard and Analysis show orders, values, and salespeople for the period.
Where teams use Sale Orders every day
Wholesaler taking trade orders
Confirm repeat customer orders with agreed payment terms and delivery dates.
Manufacturer selling to order
Confirmed orders tell production and dispatch what is committed and when.
Project-based supplier
Customer reference and tags keep orders grouped by project or contract.
Retailer with B2B accounts
Trade orders run through Sales while walk-in sales run through POS in the same company.
Sales manager reviewing the month
See which salesperson and team confirmed what on the Sales Dashboard.
Finance closing receivables
Invoice confirmed orders and let receivables post to the books.
What changes when Sale Orders runs on ERPS X
Outcomes you can expect once the application is live for your company.
No re-keying
The quotation becomes the order; the order feeds delivery and invoice.
Consistent prices and taxes
Lines use the product master, so orders match the catalog.
Commitments on record
Delivery date and payment terms are on the document everyone works from.
Connected to stock and books
Deliveries reduce stock; invoices post receivables and revenue.
Per-company sales
Each ERPS X company keeps its own orders, customers, and books.
Department access
Sales screens are available to users granted the Sales department.
Works with the rest of your ERPS X workspace
Sale Orders shares one database with every other application in your company workspace. No connectors, no exports — the same record everywhere.
Popular with
Sale Orders — common questions
How is a sale order created?
What is on an order line?
How are goods shipped against an order?
How is the customer invoiced?
Can I see orders by salesperson?
Confirm the order, and let the rest follow
Start a 14-day trial, activate ERPS for your company, and confirm your first sale order from the Sales menu.