Activate Inventory from the Holded Store to use Orders and for comprehensive management of your products
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A sales order is a document that comprises a contractual agreement between a sales organization and a requisitioner on the delivery of products or the provision of a service with a defined price, quantities, and deadlines.
A sales order creates a bond between seller and buyer, acknowledges the fact of a sale, and is typically generated right after the customer submits a purchase request.
In addition to containing the details of the goods or services for sale, a sales order also needs to include:
Sales order fields
- Name or company name of the buyer and seller
- Order number (sorted by number series)
- Date of issue of the order
- Description of the concept
- The price per unit and the price before taxes of each of the goods or services
- Possible discounts or advances
- Taxes (VAT) and personal income tax or mention if it is exempt from VAT or if there is a taxpayer investment
- The total amount
What you can do with sales orders in Holded
From the Sales orders section, you can consult the list of all the orders registered in Holded, access them to edit them, update them in bulk, and import or download them.
Basic actions
How to customize the sales orders list
How to create a sales order
How to send, edit or delete a sales order
How to duplicate or download sales orders
How to perform actions in bulk on sales orders
How to invoice a sales order
How to add messages, notes or files to a sales order
How to filter and segment sales orders
How to convert, print or view the history of a sales order
How to group concepts in a sales order
How to ship the units of a sales order
How to add an advance payment to a sales order