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Prerequisites
  • At least one Sales Order has been created under Selling > Sales Order > Sales Order List.
  • Linked Delivery Notes and Sales Invoices may already exist for those SOs.

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1.0 Review Sales Order List

  1. Navigate to Selling > Sales Order > Sales Order List.
  2. Observe the Status column for each SO (Draft, Submitted, Partially Delivered, Completed, Cancelled).
  3. Use the Search Bar to locate a specific SO by number or customer name.
  4. Click Filter > Add Filter to narrow by:
    • Status (e.g., Status = “Submitted” to see orders awaiting delivery)
    • Delivery Date (e.g., Delivery Date < today to find overdue shipments)
    • Customer to view all orders for a particular account.
  5. Click Refresh. The list updates to show matching orders.

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1.1 Open a Sales Order to See Linked Documents

  1. In the SO List, click the desired Sales Order No. to open its profile.
  2. Review the Status displayed in the header.
  3. Scroll to the Delivery Notes section:
    • Shows all Delivery Notes generated from this SO, with their statuses (Draft, Submitted, Cancelled).
    • Indicates the Qty Delivered vs. Qty Ordered per line.
  4. Scroll to the Sales Invoice section:
    • Lists invoices created from this SO, their statuses, and amounts billed.
    • Displays Outstanding Amount if not fully paid.
  5. If the SO is partially delivered or invoiced, see exactly which items remain pending.

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1.2 Use the Delivery Note List for Shipment Status

  1. Navigate to Stock > Delivery Note > Delivery Note List.
  2. Use Filter > Add Filter to search by:
    • Sales Order: select the SO number to see all its deliveries.
    • Status (Draft, Submitted, Cancelled) to find unsubmitted shipments.
    • Posting Date (e.g., last week) to see recent activity.
  3. Review the Status and Outstanding Qty columns to identify partial or pending shipments.
  4. Click the Delivery Note No. to see line‐item details and shipment dates.

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1.3 Monitor Invoices for Billing Status

  1. Go to Accounts > Sales Invoice > Sales Invoice List.
  2. Use Filter > Add Filter to narrow by:
    • Sales Order: link to the SO you want to track billing progress.
    • Status (Draft, Submitted, Paid, Overdue) to find unpaid or overdue invoices.
    • Due Date (e.g., Due Date < today) to see invoices past due.
  3. The Outstanding Amount column shows what remains uncollected.
  4. Click the Invoice No. to view payment entries, aging, and any credit notes applied.

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1.4 Run the Sales Order Status Report

  1. Navigate to Selling > Reports > Sales Order Status Report.
  2. Set filters:
    • Company: your entity.
    • From Date / To Date: period to analyze (e.g., last month).
    • Customer (optional): specific account focus.
  3. Click Refresh. The report displays:
    • Total SOs by status (Draft, Submitted, Partially Delivered, Completed, Cancelled).
    • A breakdown of quantities and amounts per status.
  4. Export or print to share with stakeholders.