Remember that you can use sales orders only by activating the Inventory gem from the Holded Store
Learn what a sales order is in this article
How to get there
- Go to Inventory in the navigation bar
- Select Orders
- Check the Sales Orders option
You can also follow the following path: Inventory > Control panel > Orders > Sales Orders. Learn more here about the Inventory section and its Control panel
Invoice a sales order
In order for you to manage your invoicing as simply as possible, Holded allows you to convert your sales orders into invoices, sales receipts, proforma, or purchase orders.
How?
- In the list of orders, click on an order of your choice
- In the order panel, click the Convert button
- Select, for example, Invoice, among the available options
The Invoice or Sales Receipt options will take you to the Sales section. The Purchase Order option will instead take you to Purchase Orders
Learn how to create a sales invoice, how to create a simplified invoice or sales receipt, or how to create a purchase order
- In the Sales section, the New Invoice menu will open
- Once all the fields are filled in, click Save