Create Sales Orders
Overview
Sales Orders are used to track product sales to customers. In a Sales Order, you can specify both the customer and the warehouse from which products will be shipped. You can also generate a Sales Order document for customer confirmation.
Creating a New Sales Order
Open the App Launcher and search for Sales Orders.
Click New to create a new Sales Order.
Enter the Customer's Information
Enter the Customer’s Information:
Once you enter the customer in the Sell-to Customer field, the default billing and shipping information associated with that customer will automatically populate. You can edit this information as needed.
To search for only customer accounts, make sure Is Customer = true is enabled. This feature can be turned on in Company Setup by checking the Enable Customer/Vendor Filter option.
If the billing address differs, update the Bill-to Customer field or set up an alternate billing address using the Alternate Billing field in the Account settings.
For a different shipping address, update the Alternate Shipping Address field. To pop up a window for available Alternate Shipping Addresses, refer to the setup guide.
Prepaid Sales Orders:
If the Sales Order is prepaid using the customer’s credit card, select a Prepaid payment term and configure the following settings to skip the cash receipt step:
Set Bypass AR to true.
Set Account Undeposited Cash to a Bank GL Account.
When the sales invoice is posted, the system will automatically debit Undeposited Cash and credit Sales. Upon receiving the credit card statement, reconcile the Bank GL Account and transfer the funds to your operating bank account.
Entering Line Information
Click Add Lines to create item lines.
Enter the Item, Quantity, and Unit of Measure for each product. Default item information will auto-populate and can be modified if needed.
To search for items using Customer Part Numbers, enable this feature in Company Setup by checking Enable Cross Reference Search.
GoldFinch will calculate the Unit Price and apply any relevant Line Discounts based on factors like Customer, Order Date, Item, Unit of Measure, and Quantity. Learn more in the Configure Sales Prices and Configure Sales Discounts guides.
The Total Amount will automatically update as lines are added.
When finished, select Save.
Allocating Inventory
Upon saving the Sales Order, GoldFinch will automatically allocate the inventory for each line based on the defined Item, Unit of Measure, and Warehouse.
If additional stock is added later, use the Allocate button to update the allocation.
To prevent automatic inventory allocation for a specific order, check the Do Not Allocate box. Learn more in the Sales Order Allocation guide.
For items used only for consumption and not sale, check the Non-Sellable field on the item card to exclude them from searches.
Sales Tax Setup
Ensure correct sales tax configurations by reviewing the Configuring Sales Tax documentation.
Print or Email Sales Order Confirmation
To print a Sales Order confirmation, select Print Confirmation from the saved Sales Order.
For details on emailing order confirmations, refer to the Email Confirmation guide.
Example of Sales Order PDF:
More Information