Step 1: Turn on Sales Orders
Go to Stores & Files, then Inventory Files.
Click your file, click Edit, then click Purchasing & Vendors.
Turn on Sales Orders, then click Save.
Once it's on, a Sales Orders section shows under Sales in the ConnectStock tab.
Step 2: Create a sales order
Go to Sales, then Sales Orders.
Click Add Sales Order.
Add the items, quantities and customer details.
Step 3: Use sales orders for invoicing
Sales orders are a starting point for billing customers.
Go to Sales, then the Invoices tab, and click Add Invoice.
Check the box next to the sales order, then click Next.
Choose how many units to bill, then click Save.
This makes billing faster and more accurate, since the details are already filled in.
Step 4: Send sales orders to customers
Sales orders can be emailed directly to customers. It is sent to the email saved on the customer's profile in ConnectStock.
To set up the email template:
Go to Stores & Files, then Inventory Files.
Click your file, click Edit, then click Purchasing & Vendors.
Click Email Settings in the Sales Order Email Settings row.
Make your changes, then click Save.
Sales orders and inventory
Sales orders don't change your inventory. They only track that a customer plans to buy.
Inventory goes down only when the sales order is turned into an invoice.
Custom SO Number setting
The Custom SO Number setting lets you choose how your sales orders are numbered.
You can set a starting number. If you set 103, the next sales order is 103, then 104, 105 and so on.
This keeps your sales orders organized and consistent.
This is useful if you want your numbers to match your own system or carry on from an earlier sequence.
Frequently asked questions
Do sales orders change my inventory?
No. Inventory goes down only when the sales order is turned into an invoice.
Where is a sales order emailed to?
To the email saved on the customer's profile in ConnectStock.
Can I still create an invoice without a sales order?
Yes. When you click Add Invoice, click Continue Without Sales Order.