The sales order process

When you use the sales order option, there are a few stages to follow to complete an order.

 NOTE: The Sales Orders module is only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch. 

 TIP: In Sage 50 Accounts v27 and above you can create a customised alert to appear when you select a specific customer or product. 

Create a sales order

The first step is to create a sales order record:

1. Click Sales orders then click New.
2. Complete the order. 

Print a sales order

Once created, if required you can either print and send or email your sales order to your customer.

1. Click Sales orders, click the required order and click Print.
2. Click Layouts and select the required layout then click Print or Email.
3. Follow the on-screen prompts as required.

Allocate stock to a sales order

You must now allocate stock to your order. This ensures this stock is not used for any other orders before it is despatched. you can either fully allocate or part allocate stock to an order.

Despatch orders

Once ready you can despatch your order. As well as adjusting your stock levels, this also creates a sales invoice in Invoices and credits.  

Update the sales invoice

When you despatch your order a sales invoice is created in Invoices and credits. So the transactions appear on the audit trail, the complete the process, this must be updated to the ledger. 

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TIP: To check for outstanding sales orders, you can run the outstanding sales order report in Sales Orders, Reports, Outstanding Sales Orders - Outstanding Sales Orders.

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