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Sales orders allow you to keep track of sales. Get to know if you have enough stock to fulfill a sales order and automatically decrement inventory from stock whenever a sales order is ready to be delivered to your customers.

The sales process should look something like this:

The first step when creating a sales order is to define its customer and add items into it. At this moment, we say the sales order is open. Customers can be defined through Contacts. When adding parts into a sales order, only the ones marked as for sale will show up.

Once added, the app will assume the selling price of each part, if defined. The selling price can be overwritten which only affects the current sales order. Other that setting a fixed selling price, parts can also be quoted according to customers and volume pricing by creating sales-only custom quotes.

Once all parts have been added and quoted, the sales order can then be marked as quoted and is ready to be shared with the customer.

Next, if you get approval from the customer, the sales order can be marked as confirmed and you can start fulfilling all the parts and quantities listed on it. To make sure inventory is reserved to the sales order and not for anything else, you should start by reserving it. The process is pretty much the same as when reserving inventory during production.

Finally, when items are ready to be delivered, you individually mark them as such. Once all items have been delivered the sales order itself is automatically marked as delivered

subtracting inventory

Marking the sales order itself as delivered won't subtract inventory for the parts listed in it. The items in the sales order must be individually marked as delivered for the inventory to be subtracted from them.