Sales Order

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Overview

Sales Order – Business Overview

The Sales Order is a core business document in Dafater that formally records a customer’s request to purchase products or services under agreed commercial terms. It acts as the bridge between sales discussions and actual delivery and billing, ensuring that what was promised to the customer is clearly documented and executed.

What the Sales Order Is Used for

In daily business operations, the Sales Order is used to: - Confirm customer commitments after a quotation or negotiation - Capture agreed quantities, prices, delivery dates, and payment terms - Reserve stock or capacity for upcoming deliveries - Trigger downstream activities such as delivery, invoicing, and revenue tracking - Provide a reliable reference for both the sales team and the customer

Once a Sales Order is confirmed, it becomes the official instruction for the business to fulfill the customer’s request.

Prerequisites and Setup Requirements

Before using the Sales Order, the following business foundations should be in place: - Customer records with correct billing and shipping details - Products or services clearly defined with prices and units - Price lists and discount policies aligned with sales strategy - Tax rules and applicable charges agreed for the market or region - Sales policies such as credit limits, approval rules, and delivery commitments

Having these elements ready ensures that Sales Orders are accurate, consistent, and easy to process.

Typical Workflow and Business Process Fit

The Sales Order fits naturally into the sales-to-cash process:

  1. Customer Requirement Identified
    A customer confirms interest after a quotation or negotiation.

  2. Sales Order Creation
    The sales team creates a Sales Order capturing items, prices, delivery dates, and terms.

  3. Review and Approval
    Depending on company policy, the Sales Order may require approval before confirmation.

  4. Order Confirmation
    Once approved, the Sales Order becomes a firm commitment between the business and the customer.

  5. Fulfillment and Billing
    The Sales Order guides delivery of goods or services and serves as the basis for invoicing.

  6. Performance Tracking
    Sales Orders are used to track pending deliveries, open orders, and sales performance.

Key Business Scenarios Where Sales Order Is Essential

The Sales Order is especially important in: - Made-to-order businesses, where production or procurement starts only after customer confirmation - Wholesale and distribution, where accurate quantities and delivery schedules are critical - Contract-based sales, where pricing and terms must be locked in for a defined period - Credit sales, where customer limits and payment terms must be enforced - Sales forecasting, as confirmed Sales Orders reflect realistic future revenue

Important Considerations for Users

When working with the Sales Order, users should keep in mind: - Ensure customer details and delivery addresses are correct to avoid disputes or delays - Confirm prices, discounts, and taxes before finalizing the order - Pay close attention to delivery dates and partial delivery commitments - Monitor order status regularly to avoid missed deadlines - Treat the Sales Order as a binding document once confirmed, since changes may impact inventory, billing, and customer trust

In summary, the Sales Order is a critical business document in Dafater that turns sales intent into executable action. It provides clarity, control, and accountability across the entire sales and fulfillment process.

Basic Information

Fields

Field Name Label Type Required Options Description
title Title Data - Short reference title for identifying the sales order
naming_series Series Select ✓ SAL-ORD-.YYYY.- Auto-generated numbering pattern for sales orders
customer Customer Link ✓ Customer Customer placing the sales order
customer_name Customer Name Data - Customer name displayed for reference and printing
tax_id Tax Id Data - Customer tax identification number
order_type Order Type Select ✓ , Sales, Maintenance, Shopping Cart Business context or category of the sales order
transaction_date Date Date ✓ - Date when the sales order is created
delivery_date Delivery Date Date - Expected date for delivering ordered items
po_no Customer's Purchase Order Data - Customer provided purchase order reference number
po_date Customer's Purchase Order Date Date - Date of customer's purchase order
company Company Link ✓ Company Company responsible for fulfilling the sales order
skipdeliverynote Skip Delivery Note Check - Skip delivery note creation during order fulfillment
hasunitprice_items Has Unit Price Items Check - Indicates items priced per unit without quantity dependency
amended_from Amended From Link Sales Order Original sales order this document amends
cost_center Cost Center Link Cost Center Cost center for tracking sales revenue
project Project Link Project Associated project for this sales order
currency Currency Link ✓ Currency Transaction currency for the sales order
conversion_rate Exchange Rate Float ✓ - Exchange rate to company base currency
sellingpricelist Price List Link ✓ Price List Price list applied for item pricing
pricelistcurrency Price List Currency Link ✓ Currency Currency used in the selected price list
plcconversionrate Price List Exchange Rate Float ✓ - Exchange rate for price list currency
ignorepricingrule Ignore Pricing Rule Check - Ignore automatic pricing and discount rules
scan_barcode Scan Barcode Data Barcode Scan item barcode to add items
set_warehouse Set Source Warehouse Link Warehouse Default warehouse for sourcing ordered items
reserve_stock Reserve Stock Check - Reserve stock against this sales order
items Items Table ✓ Sales Order Item List of items included in the sales order
total_qty Total Quantity Float - Total quantity of all ordered items
totalnetweight Total Net Weight Float - Combined net weight of all items
base_total Total (Company Currency) Currency Company:company:default_currency Total amount before taxes in company currency
basenettotal Net Total (Company Currency) Currency Company:company:default_currency Net total excluding taxes in company currency
total Total Currency currency Total amount before taxes in transaction currency
net_total Net Total Currency currency Net total excluding taxes in transaction currency
tax_category Tax Category Link Tax Category Tax category applicable for this sales order
taxesandcharges Sales Taxes and Charges Template Link Sales Taxes and Charges Template Template defining applicable sales taxes and charges
shipping_rule Shipping Rule Link Shipping Rule Rule for calculating shipping charges
incoterm Incoterm Link Incoterm International commercial terms for delivery
named_place Named Place Data - Specified place related to selected Incoterm
taxes Sales Taxes and Charges Table Sales Taxes and Charges Detailed breakup of applied taxes and charges
basetotaltaxesandcharges Total Taxes and Charges (Company Currency) Currency Company:company:default_currency Total taxes and charges in company currency
totaltaxesand_charges Total Taxes and Charges Currency currency Total taxes and charges in transaction currency
basegrandtotal Grand Total (Company Currency) Currency Company:company:default_currency Final payable amount in company currency
baseroundingadjustment Rounding Adjustment (Company Currency) Currency Company:company:default_currency Rounding difference in company currency
baseroundedtotal Rounded Total (Company Currency) Currency Company:company:default_currency Rounded payable amount in company currency
baseinwords In Words (Company Currency) Data - Payable amount expressed in words, company currency
grand_total Grand Total Currency currency Final payable amount in transaction currency
rounding_adjustment Rounding Adjustment Currency currency Rounding difference in transaction currency
rounded_total Rounded Total Currency currency Rounded payable amount in transaction currency
in_words In Words Data - Payable amount expressed in words
advance_paid Advance Paid Currency partyaccountcurrency Advance amount received from customer
disableroundedtotal Disable Rounded Total Check - Disable automatic rounding of total amount
applydiscounton Apply Additional Discount On Select , Grand Total, Net Total Basis for applying additional discount
basediscountamount Additional Discount Amount (Company Currency) Currency Company:company:default_currency Additional discount value in company currency
coupon_code Coupon Code Link Coupon Code Promotional coupon applied to sales order
additionaldiscountpercentage Additional Discount Percentage Float - Extra discount percentage applied to order
discount_amount Additional Discount Amount Currency currency Additional discount amount in transaction currency
otherchargescalculation Taxes and Charges Calculation Text Editor - Formula or logic for tax and charge calculation
packed_items Packed Items Table Packed Item Packed item details for bundled products
pricing_rules Pricing Rule Detail Table Pricing Rule Detail Applied pricing rules and discount details
customer_address Customer Address Link Address Linked billing address of the customer
address_display Address Small Text - Formatted customer address for display
customer_group Customer Group Link Customer Group Customer classification for pricing and reporting
territory Territory Link Territory Sales territory associated with the customer
contact_person Contact Person Link Contact Primary customer contact for this order
contact_display Contact Small Text - Formatted contact details for reference
contact_phone Phone Data Phone Customer contact phone number
contact_mobile Mobile No Small Text Phone Customer contact mobile number
contact_email Contact Email Data Email Customer contact email address
shippingaddressname Shipping Address Name Link Address Linked shipping address reference
shipping_address Shipping Address Small Text - Formatted shipping address for delivery
dispatchaddressname Dispatch Address Name Link Address Address from where goods are dispatched
dispatch_address Dispatch Address Small Text - Formatted dispatch address details
company_address Company Address Name Link Address Company address used on documents
companyaddressdisplay Company Address Small Text - Formatted company address for printing
companycontactperson Company Contact Person Link Contact Company representative contact for this order
paymenttermstemplate Payment Terms Template Link Payment Terms Template Predefined payment terms applied to order
payment_schedule Payment Schedule Table Payment Schedule Installment-wise payment due schedule
tc_name Terms Link Terms and Conditions Standard terms and conditions reference
terms Terms and Conditions Details Text Editor - Detailed terms and conditions text
status Status Select ✓ , Draft, On Hold, To Deliver and Bill, To Bill,... Overall lifecycle status of the sales order
delivery_status Delivery Status Select Not Delivered, Fully Delivered, Partly Delivere... Current delivery progress status
per_delivered % Delivered Percent - Percentage of ordered quantity delivered
per_billed % Amount Billed Percent - Percentage of order value billed
per_picked % Picked Percent - Percentage of items picked from warehouse
billing_status Billing Status Select Not Billed, Fully Billed, Partly Billed, Closed Current billing progress status
sales_partner Sales Partner Link Sales Partner Partner associated for sales commission
amounteligiblefor_commission Amount Eligible for Commission Currency - Order amount considered for commission calculation
commission_rate Commission Rate Float - Commission percentage for sales partner
total_commission Total Commission Currency Company:company:default_currency Total commission payable in company currency
sales_team Sales Team Table Sales Team Sales team members involved in this order
loyalty_points Loyalty Points Int - Loyalty points earned by customer
loyalty_amount Loyalty Amount Currency - Monetary value of loyalty points redeemed
from_date From Date Date - Start date for service or subscription period
to_date To Date Date - End date for service or subscription period
auto_repeat Auto Repeat Link Auto Repeat Auto repeat configuration for recurring orders
updateautorepeat_reference Update Auto Repeat Reference Button - Refresh linked auto repeat configuration
letter_head Letter Head Link Letter Head Letterhead used for printing documents
groupsameitems Group same items Check - Group identical items into single lines
selectprintheading Print Heading Link Print Heading Custom heading displayed on print format
language Print Language Data - Language used for printing the document
isinternalcustomer Is Internal Customer Check - Indicates transaction with internal company
represents_company Represents Company Link Company Company represented by internal customer
source Source Link Lead Source Lead source that generated this sales order
intercompanyorder_reference Inter Company Order Reference Link Purchase Order Linked purchase order for inter-company transaction
campaign Campaign Link Campaign Marketing campaign linked to this order
partyaccountcurrency Party Account Currency Link Currency Customer account currency for accounting entries

Child Tables

Items (Sales Order Item)

Field Name Label Type Required Options Description
item_code Item Code Link ✓ Item Selected product or service identifier in Dafater
customeritemcode Customer's Item Code Data - Customer-specific reference code for the item
ensuredeliverybasedonproducedserialno Ensure Delivery Based on Produced Serial No Check - Deliver only produced serial numbers against this order
isstockitem Is Stock Item Check - Indicates whether item is managed as stock
reserve_stock Reserve Stock Check - Reserve available stock specifically for this sales order
delivery_date Delivery Date Date - Committed date to deliver this item to customer
item_name Item Name Data ✓ - Item name displayed on sales documents
description Description Text Editor - Detailed item description shown to customer
item_group Item Group Link Item Group Product category for reporting and classification
brand Brand Name Link Brand Brand associated with the sold item
image Image Attach - Attach item image for reference
image_view Image View Image image Preview of attached item image
qty Quantity Float ✓ - Ordered quantity as per selected UOM
stock_uom Stock UOM Link UOM Base unit used for inventory tracking
uom UOM Link ✓ UOM Sales unit of measure for this item
conversion_factor UOM Conversion Factor Float ✓ - Conversion rate between sales UOM and stock UOM
stock_qty Qty as per Stock UOM Float - Quantity converted into stock unit
stockreservedqty Stock Reserved Qty (in Stock UOM) Float - Stock quantity reserved for this order
pricelistrate Price List Rate Currency currency Standard selling price from price list
basepricelist_rate Price List Rate (Company Currency) Currency Company:company:default_currency Price list rate in company base currency
margin_type Margin Type Select , Percentage, Amount Defines margin as percentage or fixed amount
marginrateor_amount Margin Rate or Amount Float - Margin value applied on price list rate
ratewithmargin Rate With Margin Currency currency Selling rate after applying margin
discount_percentage Discount (%) on Price List Rate with Margin Percent - Discount percentage applied on selling rate
discount_amount Discount Amount Currency currency Discount value applied on this item
distributeddiscountamount Distributed Discount Amount Currency currency Proportionate discount allocated to this item
baseratewith_margin Rate With Margin (Company Currency) Currency Company:company:default_currency Rate with margin in company currency
rate Rate Currency currency Final selling rate per unit
amount Amount Currency currency Total amount before taxes and discounts
itemtaxtemplate Item Tax Template Link Item Tax Template Tax rules applicable specifically for this item
base_rate Basic Rate (Company Currency) Currency Company:company:default_currency Item rate in company base currency
base_amount Amount (Company Currency) Currency Company:company:default_currency Item amount in company base currency
pricing_rules Pricing Rules Small Text - Pricing rules applied automatically by Dafater
stockuomrate Rate of Stock UOM Currency currency Rate calculated per stock unit of measure
isfreeitem Is Free Item Check - Marks item provided free of charge
grant_commission Grant Commission Check - Allow sales commission on this item
net_rate Net Rate Currency currency Final rate after discounts and taxes
net_amount Net Amount Currency currency Final payable amount for this item
basenetrate Net Rate (Company Currency) Currency Company:company:default_currency Net rate in company base currency
basenetamount Net Amount (Company Currency) Currency Company:company:default_currency Net amount in company base currency
billed_amt Billed Amt Currency currency Amount already billed against this item
valuation_rate Valuation Rate Currency Company:company:default_currency Inventory valuation rate for cost calculation
gross_profit Gross Profit Currency Company:company:default_currency Profit earned from selling this item
deliveredbysupplier Supplier delivers to Customer Check - Supplier ships item directly to customer
supplier Supplier Link Supplier Supplier responsible for drop shipment
weightperunit Weight Per Unit Float - Weight of a single unit
total_weight Total Weight Float - Total shipment weight for this item
weight_uom Weight UOM Link UOM Unit of measure for item weight
warehouse Delivery Warehouse Link Warehouse Warehouse from which item will be delivered
target_warehouse Customer Warehouse (Optional) Link Warehouse Customer-designated receiving warehouse, if any
prevdoc_docname Quotation Link Quotation Source quotation linked to this sales order
quotation_item quotation_item Data - Specific quotation line linked to this item
againstblanketorder Against Blanket Order Check - Indicates linkage with a blanket order
blanket_order Blanket Order Link Blanket Order Referenced blanket order for this item
blanketorderrate Blanket Order Rate Currency - Agreed rate as per blanket order
actual_qty Qty (Warehouse) Float - Current available quantity in selected warehouse
companytotalstock Qty (Company) Float - Total available quantity across company warehouses
bom_no BOM No Link BOM Bill of Materials used for manufacturing
projected_qty Projected Qty Float - Expected future stock considering planned transactions
ordered_qty Ordered Qty Float - Quantity already ordered by customers
planned_qty Planned Quantity Float - Quantity planned for production or procurement
productionplanqty Production Plan Qty Float - Quantity included in production planning
workorderqty Work Order Qty Float - Quantity allocated through work orders
delivered_qty Delivered Qty Float - Quantity already delivered to customer
produced_qty Produced Quantity Float - Quantity manufactured against this order
returned_qty Returned Qty Float - Quantity returned by customer
picked_qty Picked Qty (in Stock UOM) Float - Quantity picked for delivery from warehouse
additional_notes Additional Notes Text - Internal notes related to this item
page_break Page Break Check - Forces page break after this item in print
itemtaxrate Item Tax Rate Code - Applied tax rates for this item
transaction_date Sales Order Date Date - Date when sales order was created
material_request Material Request Link Material Request Linked material request for fulfilling this item
purchase_order Purchase Order Link Purchase Order Purchase order created to fulfill this item
materialrequestitem Material Request Item Data - Specific material request line reference
purchaseorderitem Purchase Order Item Data - Specific purchase order line reference
cost_center Cost Center Link Cost Center Cost center associated with item revenue
project Project Link Project Project linked for tracking costs and revenue

Sales Taxes and Charges (Sales Taxes and Charges)

Field Name Label Type Required Options Description
charge_type Type Select ✓ , Actual, On Net Total, On Previous Row Amount,... Defines how tax or charge is calculated in Dafater
row_id Reference Row # Data - Specifies reference row for dependent tax calculations
account_head Account Head Link ✓ Account Ledger account used for posting this tax in Dafater
description Description Small Text ✓ - Additional details describing the applied tax or charge
includedinprint_rate Is this Tax included in Basic Rate? Check - Indicates whether tax is included in item basic rate
includedinpaid_amount Considered In Paid Amount Check - Marks tax amount as considered within paid amount
cost_center Cost Center Link Cost Center Cost center allocated for this tax posting
rate Tax Rate Float - Percentage or rate used to calculate the tax
account_currency Account Currency Link Currency Currency of the linked tax ledger account
tax_amount Amount Currency currency Calculated tax amount based on defined rate
total Total Currency currency Running total including this tax or charge
taxamountafterdiscountamount Tax Amount After Discount Amount Currency currency Tax amount calculated after applying discounts
basetaxamount Amount (Company Currency) Currency Company:company:default_currency Tax amount in company base currency
base_total Total (Company Currency) Currency Company:company:default_currency Total amount in company base currency
basetaxamountafterdiscount_amount Tax Amount After Discount Amount (Company Currency) Currency Company:company:default_currency Discounted tax amount in company base currency
itemwisetax_detail Item Wise Tax Detail Code - Breakdown of tax amounts calculated per item
dontrecomputetax Dont Recompute tax Check - Prevents Dafater from recalculating this tax automatically

Packed Items (Packed Item)

Field Name Label Type Required Options Description
parent_item Parent Item Link Item Main bundled item this packed item belongs to in Dafater
item_code Item Code Link Item Component item included within the parent packed item
item_name Item Name Data - Display name of the packed component item
description Description Text Editor - Detailed description of the packed item for operational clarity
warehouse From Warehouse Link Warehouse Source warehouse from which the item is picked
target_warehouse To Warehouse (Optional) Link Warehouse Destination warehouse where item will be transferred
conversion_factor Conversion Factor Float - Multiplier to convert item quantity into stock UOM
qty Qty Float - Required quantity of the packed item
rate Rate Currency currency Valuation or selling rate of the packed item
uom UOM Link UOM Unit of measure used for the packed item
pickserialand_batch Pick Serial / Batch No Button - Action to select serial or batch numbers
useserialbatch_fields Use Serial No / Batch Fields Check - Enable manual entry of serial and batch details
serialandbatch_bundle Serial and Batch Bundle Link Serial and Batch Bundle Grouped serial and batch allocation reference
deliveredbysupplier Supplier delivers to Customer Check - Indicates supplier delivers item directly to customer
serial_no Serial No Text - Serial numbers assigned to the packed item
batch_no Batch No Link Batch Batch number associated with the packed item
actualbatchqty Actual Batch Quantity Float - Available quantity in the selected batch
actual_qty Actual Qty Float - Current available stock quantity in warehouse
projected_qty Projected Qty Float - Expected future stock considering all transactions
ordered_qty Ordered Qty Float - Quantity already ordered but not yet received
packed_qty Packed Qty Float - Quantity already packed for delivery
incoming_rate Incoming Rate Currency - Expected cost rate from incoming stock
picked_qty Picked Qty Float - Quantity already picked from warehouse
page_break Page Break Check - Insert page break after this row in print
prevdoc_doctype Prevdoc DocType Data - Source document type linked to this packed item
parentdetaildocname Parent Detail docname Data - Reference name of the parent document detail

Pricing Rule Detail (Pricing Rule Detail)

Field Name Label Type Required Options Description
pricing_rule Pricing Rule Link Pricing Rule Linked Dafater pricing rule governing item price or discount.
item_code Item Code Data - Item identifier to which this Dafater pricing rule applies.
margin_type Margin Type Data - Defines margin calculation method used by Dafater pricing.
rateordiscount Rate or Discount Data - Specifies applied rate or discount value in Dafater pricing.
child_docname Child Docname Data - Stores related child document reference for Dafater pricing application.
rule_applied Rule Applied Check - Indicates whether Dafater pricing rule was successfully applied.

Payment Schedule (Payment Schedule)

Field Name Label Type Required Options Description
payment_term Payment Term Link Payment Term Linked Dafater payment term defining schedule rules
description Description Small Text - Additional details explaining this scheduled payment
due_date Due Date Date ✓ - Date when this payment becomes due
modeofpayment Mode of Payment Link Mode of Payment Expected Dafater payment method for this installment
invoice_portion Invoice Portion Percent - Percentage of invoice amount due in this payment
discount_type Discount Type Select Percentage, Amount Specifies whether discount is percentage or fixed amount
discount_date Discount Date Date - Last date to avail early payment discount
discount Discount Float - Discount value applicable for early or timely payment
payment_amount Payment Amount Currency ✓ currency Scheduled amount to be paid for this term
outstanding Outstanding Currency currency Remaining unpaid amount for this scheduled payment
paid_amount Paid Amount Currency currency Amount already received against this payment schedule
discounted_amount Discounted Amount Currency - Calculated payment amount after applying discount
basepaymentamount Payment Amount (Company Currency) Currency Company:company:default_currency Scheduled payment amount in Dafater company currency
base_outstanding Outstanding (Company Currency) Currency Company:company:default_currency Outstanding balance in Dafater company currency
basepaidamount Paid Amount (Company Currency) Currency Company:company:default_currency Paid amount recorded in Dafater company currency

Sales Team (Sales Team)

Field Name Label Type Required Options Description
sales_person Sales Person Link ✓ Sales Person Assigned sales representative responsible for this transaction in Dafater
contact_no Contact No. Data - Primary contact number of the sales person for coordination
allocated_percentage Contribution (%) Float - Percentage contribution of this salesperson to overall sales value
allocated_amount Contribution to Net Total Currency Company:company:default_currency Net total amount attributed to this salesperson's contribution
commission_rate Commission Rate Data - Applicable commission rate used for incentive calculation
incentives Incentives Currency Company:company:default_currency Calculated incentive amount payable to the salesperson

Permissions

Role Read Write Create Delete Submit Cancel
Sales Manager ✓ ✓ ✓ ✓ ✓ ✓
Maintenance User ✓ ✓ ✓ ✓ ✓ ✓
Accounts User ✓
Stock User ✓
Sales User ✓ ✓ ✓ ✓ ✓ ✓
DocType Relationship Module
Project Linked from Projects
Purchase Order Linked from Buying
Work Order Linked from Manufacturing
Address Links to Contacts
Auto Repeat Links to Automation
Campaign Links to CRM
Company Links to Setup
Contact Links to Contacts
Cost Center Links to Accounts
Coupon Code Links to Accounts
Currency Links to Geo
Customer Links to Selling
Customer Group Links to Setup
Incoterm Links to Setup
Lead Source Links to CRM
Letter Head Links to Printing
Payment Terms Template Links to Accounts
Price List Links to Stock
Print Heading Links to Setup
Project Links to Projects
Purchase Order Links to Buying
Sales Order Links to Selling
Sales Partner Links to Setup
Sales Taxes and Charges Template Links to Accounts
Shipping Rule Links to Accounts
Tax Category Links to Accounts
Terms and Conditions Links to Setup
Territory Links to Setup
Warehouse Links to Stock