Learn how to create and manage sales orders, track fulfillment, and handle deliveries in ServX Pro.
Creating a Sales Order
- Navigate to Commercial → Sales Orders
- Click "New Order" or convert from quotation
- Select the customer account
- Set order date and expected delivery date
- Add products with quantities and prices
- Select warehouse for stock allocation
- Choose delivery method and address
- Click "Save" to create the order
Order Status Workflow
1
Draft
Order being prepared, can be edited
2
Confirmed
Order confirmed, stock reserved
3
Processing
Being picked and packed
4
Shipped
Out for delivery
5
Delivered
Order completed successfully
Order Actions
Generate Invoice
Create an invoice from the order for billing purposes.
Create Delivery Note
Generate delivery documentation for shipping.
Print Order
Print order confirmation for records or customer.
Cancel Order
Cancel the order and release reserved stock.
Tips
- Check stock availability before confirming orders
- Use partial deliveries for large orders
- Track order history per customer for better service