How to handle sales orders, delivery and returns

Sales orders

Create a sales order by converting a quotation, then confirm it. You can track its status and delete drafts.

Deliver the order

Record each delivery with a delivery challan against the order. The order moves to shipped and then delivered as the delivered quantities add up, so a partial delivery is handled correctly.

Returns

Customers can return goods. A sales return is approved or rejected by someone with the approve permission. Approved returns can be posted to Finance through the Finance posting queue.

Related

• Customers: the customer master used by sales documents.
• Production: use "Plan production" on a sales order if you use the Manufacturing module.
• Invoicing: see Invoicing, Expenses & the Ledger.

Permissions cover quotations, orders and returns separately, each with view, create, edit, delete and approve.