> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/sales-orders/creating-a-sales-order.md).
# Creating a Sales Order
Most sales orders will automatically appear in the Sales tab, either created by a customer or through your sales integrations (Shopify, etc.). If you need to create orders on behalf of customers, doing so in Supply’d provides a simple and efficient way to manage their purchases from start to finish. The system helps ensure accuracy, reduces errors, and keeps inventory levels up to date. With clear tracking and streamlined fulfilment, sales orders in Supply’d make it easy to stay on top of customer demand and maintain smooth operations.
Selecting **Sales** from the main menu will open the **Sales** page. You will see 3 tabs on the orders page.
**Sales**
Sales Orders your customers have placed with you.
**Quotes**
Quotes that have been generated for new business.
👉 You can read more about creating and managing Quotes in the [Quotes](/supplyd-erp/sales-orders/quotes.md) document.
**Standing**
Standing Orders which are repeating orders for consistent order schedules.
👉 You can read more about creating and managing Standing Orders in the [Standing Sales Orders](/supplyd-erp/sales-orders/standing-sales-orders/standing-sales-orders.md) document.
***
This document will guide you through creating **Sales Orders** through the app, including:
* [#creating-a-sales-order-from-the-sales-page](#creating-a-sales-order-from-the-sales-page "mention")
* [#creating-a-sales-order-from-the-customers-page](#creating-a-sales-order-from-the-customers-page "mention")
* [#creating-an-order-from-an-ai-draft](#creating-an-order-from-an-ai-draft "mention")
* [#additional-options-for-order-items](#additional-options-for-order-items "mention")
* [#additional-options-for-the-order](#additional-options-for-the-order "mention")
***
## Creating a Sales Order from the Sales Page
{% stepper %}
{% step %}
#### Go to the Orders Page
Select **Orders** from the main menu. The **Sales** tab will be open.
The **Sales** tab contains a list of all the orders your customers have placed with you.
***
{% endstep %}
{% step %}
#### Click Add +
To create a new **Sales Order**, click on the **Add +** button on the top right-hand corner.
The **Add Sales Order** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
**Channel**
Select the channel you would like to create an order for. The pricing and sales channel will be set for this order based on the selection.
{% hint style="warning" %}
Once the order has been created with the customer this cannot be edited.
{% endhint %}
{% hint style="info" %}
The list of channel options will vary depending on which platforms you have integrated with your Supply’d account, as well as any additional stores you may have on Supply’d.
👉 Refer to the [Integrations](/supplyd-erp/integrations.md) documents for information on integrating third-party platforms with your Supply’d account.
👉 See the [Supply'd Stores](/supplyd-erp/settings/supplyd-stores.md) document for details on creating Supply'd Stores.
{% endhint %}
**Customer**
Select the customer for this order to be allocated to.
{% hint style="success" %}
Once these two fields have been entered, the form will expand allowing you to enter more details and select items for the order.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add Reference & Dates
**Reference**
An optional customer reference for this order, eg. a purchase order number.
**Order Number**
Automatically generated by Supply'd and cannot be edited.
**Due Date\* \[required field]**
Select the invoice due date for this order by clicking the field to open a calendar and choosing your date.
**Delivery Date**
Optionally set a delivery date for this order by clicking the field and selecting a date from the calendar.
{% hint style="warning" %}
A yellow dot next to the selected date - - indicates that the date falls outside the delivery schedule.
{% endhint %}
{% hint style="info" %}
If a delivery date is set, the due date will recalculate based on the customer’s payment terms and your **Recalculate Due Date From Delivery Date** setting in [Order Settings](/supplyd-erp/settings/order-settings.md), eg. if the payment terms are 7 days, the due date will be set 7 days after the delivery date.
{% endhint %}
***
{% endstep %}
{% step %}
#### Add Products to the Order
Select the products and add the desired quantities.
1. **Product:** Clicking or typing in the **Product** field will display a list of your products to choose from.
2. **Qty:** Add the **Qty** (quantity) required.
{% hint style="success" %}
An Inventory pop-up will tell you how many units are Required, are Available and are On Hand. You will be alerted if you don't have enough stock available to fulfil the order.
{% endhint %}
{% hint style="success" %}
For faster entries, clicking on the **Qty** field opens a pop-up that gives you the option to select **1**, **10**, or **100** or, if you type a different number, it will give other options to select from.\
{% endhint %}
3. **Subtotals:** These are automatically calculated using the product prices in Supply’d or, if applied, the customer’s specific pricing set in [Customer Specific Pricing](https://help.supplyd.co/customers/customer-specific-pricing).
{% hint style="warning" %}
If a yellow $ sign appears next to the subtotal, this indicates that there is a price discrepancy between this price and the default system price, usually indicating that the price was manually changed.
Hovering over the $ will display the current default system price for the item.\
\
{% endhint %}
4. Repeat for any additional products needed for the order.
***
{% endstep %}
{% step %}
#### Perform Additional Options
Perform any additional options as explained below in the [#additional-options-for-order-items](#additional-options-for-order-items "mention") and [#additional-options-for-the-order](#additional-options-for-the-order "mention") sections.
***
{% endstep %}
{% step %}
#### Add Shipping & Payment Details
**Shipping**
Select the applicable shipping from the drop-down menu.
**Subtotal Ex Tax**
The shipping cost subtotal, calculated automatically, excluding any taxes.
{% hint style="success" %}
Clicking the 3 dots to the left of the field opens a menu where you can select any applicable taxes, such as GST, for the shipping cost.\
Selecting **Edit Tax** opens a form where you can select the tax.\
\
Click to apply the tax.\
This is primarily for custom shipping options, since they don’t follow predefined rules. For all other shipping options, the rates are based on what’s configured in your [Shipping Settings](/supplyd-erp/settings/shipping-settings.md), and the tax fields cannot be edited when you try to modify them.
{% endhint %}
**Ship To**
The location to ship the order to.
**Payment Method**
The customer's payment method.
**Order Notes**
Any relevant notes for the customer regarding the order.
***
{% endstep %}
{% step %}
#### Place Order
Once all details have been completed, click .
The order will open displaying all the details and the status changed from to or, if payment is pending, .
{% hint style="success" %}
Clicking the blue dot next to an order item will open a pop-up giving you a quick overview of the inventory numbers.
{% endhint %}
The order will be appear in the **Sales Orders** list, ready for fulfilment on the selected date.
{% endstep %}
{% endstepper %}
***
## Creating a Sales Order from the Customers Page
{% stepper %}
{% step %}
#### Select the Customer
Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.
Select the customer that you would like to place the order for.
***
{% endstep %}
{% step %}
#### Go to the Orders Tab
Go to the **Orders** tab. Here, you can see all the orders this customer has placed with you.
***
{% endstep %}
{% step %}
#### Click Add+
Click **Add+** in the top right.
The **Add Order** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the form as outlined in the [#creating-a-sales-order-from-the-sales-page](#creating-a-sales-order-from-the-sales-page "mention") above.
{% endstep %}
{% endstepper %}
***
## Creating an Order from an AI Draft
When you see sales orders with the status, this relates to the **Purchase Order (PO) Inbox.**
👉 Refer to the [Managing Customers](/supplyd-erp/customers/managing-customers.md#about) section of the [Managing Customers](/supplyd-erp/customers/managing-customers.md) document for more details.
* **PO Inbox:** This inbox is automatically created for each customer. Customers can send their purchase orders directly to this inbox.
* **Sales Order Appearance:** Orders sent to the **PO Inbox** will appear in our **Sales** tab with the status .
* **Viewing the Order:** When you open the order, the PO will be displayed on the right side - similar to how invoices are matched in the **Expense** module.
* **Item Matching:** The system will attempt to match items from the PO to sales items using the SKU.
* If the system cannot find a match, the item will show as **PRODUCT NOT FOUND**.
* You can manually assign the correct item by clicking the three dots on the right side. Once manually assigned, the system will remember this mapping and automatically assign the item correctly next time.
Once you’re satisfied with the AI Draft, you can proceed with it like a normal order so it can be placed and processed.
***
## Additional Options for Order Items
Prior placing the order, clicking on the 3 dots to the right of an order item will open a menu.
***
### Edit Price
Opens the **Edit Price** form to edit the items price.
* **Supply'd Price:** The default price of the product set in Supply'd. Automatically entered from the product's settings.
* **Customer Price:** The price set for the product for this customer. Automatically entered from the customer's settings.\
👉 See the [Customer Specific Pricing](/supplyd-erp/customers/customer-specific-pricing.md) document for more information.
* **Discount:** Optionally set a discount you will like to apply to this price. Select a discount type from the drop-down menu: either **%** (percentage) or **$** (dollar amount). This will apply from the **Customer Price** if it is different to the **Supply'd Price**.\
\
* **Tax Type:** The type of tax that applies to this item, eg. GST.
* **Item Price ex Tax:** Price of the item before GST is applied. You also can set a new price for the item here. The **Item Price Inc Tax** will automatically adjust.
* **Item Price Inc Tax:** Price of the item after GST is applied. You can also set a new price for the item here. The **Item Price Ex Tax** will automatically adjust.
\
\
Click to apply the new item price.
Repeat with any remaining items that you wish to edit.
***
### Edit Meta Data
Meta data allows you to store additional data against an order item as a key and value pair. For example, if you wanted to specify order specific information such as specific colours, specs, flavours etc you can use Meta Data for this.\
\
Clicking allows you to enter this data.
Multiple **Meta Fields** can be added.
* **Meta Key:** A key for this meta data. Each key should be unique within a specific order item.
* **Meta Value:** The value to pair with this key.
\
\
For example, you are quoting on a five pack of chocolate bonbons. \
\
Flavours can be added via as:\
* **Meta Key:** 1st Flavour
* **Meta Value:** Raspberry\
* **Meta Key -** 2nd Flavour
* **Meta Value -** Caramel\
and so on.\
\
This will show on the quote as pictured.\
Click to save the data.
***
### Assign Batches
Opens the **Assign Batches** form, enabling you to assign batches to the order.
Press the **"+"** button to add the number of items from each batch required for the order.
{% hint style="success" %}
If the number is large, you can click the **"0"** and type the number in.
{% endhint %}
{% hint style="info" %}
A product can have multiple batches available, so make sure to select the specific batches you want to include in the order. You can add stock from multiple batches if necessary, ensuring that the combined total matches the quantity required for the order.
{% endhint %}
Click to assign the batches to the order.
{% hint style="success" %}
Should you need to remove the batch assignments, simply click on the 3 dots in the top right and select **Remove Assignments**.
{% endhint %}
***
### Remove Item
Will remove the item from the order. You will be asked to confirm.
Click .
***
## Additional Options for the Order
Prior to saving the order, clicking the 3 dots at the top right corner of the order will bring up an additional menu:
**Place Order**
Will place the order. An alternative to the button.
**Show Prices Inc Tax**
Will show prices including taxes such as GST. Will change to **Show Prices Ex Tax** when clicked.
**Remove**
Will remove the order. You will be asked to confirm.
{% hint style="success" %}
Once an order is placed, it can be managed as needed by following the instructions in the **Managing Sales Orders** document.
{% endhint %}
***
---
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