Purpose: Sales order to sales bill conversion allows you to generate a bill based on an existing sales order. It tracks the items and quantities being fulfilled. This process ensures accurate billing and inventory management once the order is ready for delivery or shipment.

Steps to create Sales Bills for Sales Order

1. After clicking Sales > Sales Bill, - >Press SHIFT + F6.

2. The Order selection pop-up displays the list of orders.

3. Select an Order that you want to bill.
The details of the selected order appears in the grid.

To delete the items that you do not deliver,

• Click on the Qty of the corresponding item.

• Press DELETE. Delete confirmation appears.

• Click OK to confirm.

To change the quantity of the items whose stocks are not sufficient (Refer Sales Order Reports to view Orderwise Stock Status),

• Click on the Qty of the corresponding item.

• Press BACKSPACE.

• Specify the delivered Qty and press ENTER.

Press F6 or click Save

4. Payment Tender screen appears with the default payment option as 'Cash'.

Each of the letters in the alphabet list indicates the corresponding payment mode.

For example:

Press 'A' for Cash, 'C' for Credit Card, 'D' for Cheque and such like.

1.Specify the payment received in terms of Cash, Credit Card or Cheque.
To enter payment of multiple modes,

• Press the key of the first payment mode and specify the amount.
  For example: 
  Press 'D' for Cheque payments and enter the Cheque Amount, Cheque No (Cheque Number), Cheque Date and Bank.

• Press the key of the next payment mode and specify the payment details.
  For example: 
  Press 'C' for Credit Card payments and enter the Card Amount, Credit Card No (Card Number), Card Name and the Approval Code.

• Repeat the above step, if required.

• Click Ok to save the Bill.
  The On-hand stock quantity reduces as per the details saved.

FAQ'S

How can I check the sales order details in both order summary and item-wise views for all sales orders?

You can view the sales order details in two reports:

1. Sales Order Summary –To view of all sales orders summary wise.

2. Sales Order Detail – Provides item-wise details for each sales order.

What are the steps to access the Sales Order Summary and Sales Order Detail reports?

To access these reports:

1. Navigate from the Dashboard to Reports.

2. Select Sales.

3. Choose Order and Quotation.

4. Click on Sales Order Summary or Sales Order Detail based on the view you need.

Is it possible to convert multiple sales orders into a single sales bill?

Yes, it is possible to convert multiple sales orders into a single sales bill. However, you need to enable the appropriate configuration mentioned in Q4.

What are the steps to enable the conversion of multiple sales orders to a sales bill?

To enable this feature, follow these steps:

1. Go to Tools → Configurations → Business Configuration.

2. Search for Sales Order.

3. Enable the Load Multiple Sales Orders option.

4. Click Enable and then Update.