Sales orders, delivery orders and one invoice
For selling goods: one sales order, a delivery order each time goods go out, then one invoice for the delivery orders you tick.
- Go to Invoices & books, then Sales orders. If you do not see it, open Invoice & quotations, then Settings, and tick Use sales orders and delivery orders.
- Press New sales order. Pick the customer, then pick products or type the items, with the quantity. Leave the price empty to use the product's price.
- Open the sales order. Every line shows Ordered, Delivered, Invoiced and Left to deliver.
- Each time goods go out, fill in how many go this time and press Make delivery order. You can send the rest later. A number above what is left is refused. Stock goes down once, on the delivery order.
- Print the delivery order for the customer to sign. It has a place for name, signature and chop. Prices are not shown unless you tick Show prices on delivery orders in Settings. You can also send it: on the delivery order page, under Link for the customer, press Copy link and send it; the customer opens it without signing in.
- When you want to bill, tick the delivery orders of one customer and press Make one invoice from the ticked delivery orders. The invoice opens as a draft so you can check it before sending. Stock is not taken again.
- Goods you did not send by delivery order can be billed with Invoice what is left without a delivery order. A quotation can become a sales order with Turn into sales order.
Questions bosses ask
Do I have to make a delivery order?
No. A sales order can also be billed straight away with Invoice what is left without a delivery order. Make delivery orders when you send goods in parts or the customer must sign for them.
Does Boss take stock twice, on the delivery order and on the invoice?
No. Stock goes down once, on the delivery order. An invoice made from delivery orders does not take it again.
Open this in Boss Next guide: Sales orders and delivery orders on WhatsApp