SAV Academy · Sales Cycle
Sales order
Purpose
Confirm a customer order before delivery and invoicing.
Who uses it
Sales staff.
Step by step
- 1Open Sales → Orders → New (or convert a quote).
- 2Confirm items, quantities and prices.
- 3Save the order.
- 4Convert to a delivery note and/or sales invoice.
Key fields
| Order status | Open, partially delivered, invoiced. |
| Lines | Ordered items and quantities. |
Practical example
Confirm the order, deliver, then invoice — keeping fulfilment and billing linked.
Accounting impact
An order posts nothing; the invoice recognises revenue and VAT.