1: Enable Sales Orders
Go to Stores & Files → Inventory Files → File Settings.
In the left panel, click Purchasing & Vendors.
Toggle on Sales Orders and click Save.
Once enabled, a Sales Orders section will appear under Sales in the ConnectStock tab.
2. Creating a Sales Order
Creating a sales order is simple:
Go to Sales → Sales Orders
Click Create Sales Order
Add items, quantities, and customer details
3. Using Sales Orders for Invoicing
Sales orders act as a starting point for billing customers.
When creating an invoice, you’ll see a list of open sales orders
Select the relevant sales order
Choose how many units to bill
Generate the invoice
This makes billing faster and ensures accuracy since the data is pre-filled.
4. Sending Sales Orders to Customers
Sales orders can be emailed directly to customers, it will be sent to the email saved on the customers profile in ConnectStock.
To configure the email template, follow these steps:
Go to Stores & Files → Inventory Files → File Settings.
In the left panel, click Purchasing & Vendors.
Click on sales order email settings.
Sales Orders and Inventory
Sales orders do not affect inventory. They are only used to track a customer’s intent to purchase.
Inventory is reduced only when the sales order is converted into an invoice.
Custom Sales Order Number Setting
The Custom SO Number setting lets you control how your sales orders are numbered.
You can set a starting number (for example, 103)
The next sales order created will follow this sequence (104, 105, etc.)
This helps keep your sales orders organized and consistent
This setting is useful if you want your numbering to match your internal system or continue from a previous sequence.