Sales Order Configurations

Sales Order configurations will come under 'From the Dashboard, Go to Tools → Configuration → Business Configuration → In Configuration tab → Verify in Outward section',

Following are configurations that can change functions, hide or show controls in Sales Order screen.

Q1 : Can we display and mention the Delivery Type, Date and Time?

Answer : Go to 'Tools → Configuration → Business Configuration → Enable the 'Show Delivery Type' - To display the Delivery Type control in Sales Quotation, Sales Order, Delivery Note and Sales Bill screens.

Answer : Go to 'Tools → Configuration → Business Configuration → Enable the 'Show Delivery Date' - To display the Delivery Date control in Sales Quotation, Sales Order, Delivery Note and Sales Bill screens.

Answer : Go to 'Tools → Configuration → Business Configuration → Enable the 'Show Delivery Time' - To display the Delivery Time control in Sales Quotation, Sales Order, Delivery Note and Sales Bill screens.

Q2 : Can we do reserve Stock or not reserve in Sales Order screen?

Answer :  Yes, Go to 'Tools → Configuration → Business Configuration → Enable the 'Show SO Stock Status' - To display a SO Status in Sales Order screen control that reserves stocks for each order as you create.

Q3.How to display Sales Type in Sales Order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the 'Show Sales Type' To display the Sales Type control in Sales Quotation, Sales Order and Sales Bill screens.

Q4.How to restrict duplicate of items in Sales order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the Restrict Duplicate in SO and Quotation-To restrict entering a same item again and again with same or different quantity.

Q5. How to indicate the items to pick selling price in sales order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the Sales Order and Quotation Selling Rate Pick from by - To indicate whether to apply the selling rate mentioned in the Price List or to apply the selling rate based on the recent purchases when your cost price and selling price are different.

Q6.How to edit rate in Sales Order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable theAllow Rate Edit in SO- To allow editing of selling prices in the Sales Order screen.

Q7. How to show delivery location in Sales Order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Show Delivery Location in SO and Quotation-To enable shipping items from a different branch (applicable only when you maintain multiple branches)

Q8. How to do Revise sales order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable theAllow Revision in Sales Order and Quotation-To enable revising orders (i.e. adding or removing an order item)

Q9.How to Validate Advance Amount in Sales Order?

Answer: Go to 'Tools → Configuration → Business Configuration → Enable the Validate Advance Amount in Sales Order-To Validate the advance amount to be given while saving the sales order.

Q10.How to Show Zero stock in Sales Order/Quotation?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the Show Zero stock in Sales Order/Quotation-To show the zero stock of the items in the LOV .

Q11. How to set where Sales Order advance goes to?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable theSales Order advance goes to:

Advance amount-This amount is typically used to secure the order and is later adjusted against the final invoice.

Order location-To identify where the sales order was created or processed

Delivery location-To specify where the goods are to be delivered.

To customer account-To define which customer ledger or account the advance payment is recorded against.

Q12.How to Allow Compliment Tender in Sales Order?
Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Allow Compliment Tender in Sales Order- In order to reflect compliment tender while saving the bill.

Q13.How to Restrict duplicate Item entry in Sales Order and Quotation?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Restrict duplicate Item entry in Sales Order and Quotation-To restrict the duplicate item entries in the sales order screen

Q14.How to Select Sell Price for Sales Order and Quotation from?
Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Select Sell Price for Sales Order and Quotation from

Price list- The price provided in the supplier vs item screen.

Latest Price- The price is based on the inward done or set through change selling.

Q15.How to Hide Tender screen in Sales Order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the Hide Tender screen in Sales Order-To Hide the payment tender popup while saving the sales order.

Q16.How to Restrict this Customer Category in Sales Order and Quotation?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Restrict this Customer Category in Sales Order and Quotation-To disable the customer category in the sales order screen

Q17.How to set expiry days for sales orders?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the
Sales order Expiry Days-To set sales order expiry days..

Q18. How to do Enable Centralized Sales Order?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable theEnable Centralized Sales Order-you can raise one single SO for a customer who has ordered multiple items which are multiple locations(that are connected to a single warehouse) but has to be billed in each location separately.

Q19.How to Approve Sales Order before Billing?

Answer:Go to 'Tools → Configuration → Business Configuration → Enable the Approve Sales Order before Billing-To allow only approved sales orders for Delivery Note and Sales Bill conversion.

Q21.How to do back date billing in Sales Order?

Answer : Go to 'Tools → Configuration → Business Configuration → Enable the 'Allow Back Date Entries for Sales, Orders and Sales Return - To restrict for editing the invoice date while doing Delivery Note and Sales.