Sales Orders

Daylite Sales Assistant supports the use of Sales Orders (SOs). The use of sales orders is recommended when the order process is removed from the invoicing and payment processes. An example of when to use SOs could be when a customer is placing an order that needs to be packed and prepared for shipping before the order is collected or sent to the customer.

DSA Sales Order Document Type

Sales Orders inform the inventory control system when goods have been placed on an order. The Stock on Hand value is reduced to create an available stock level which is shown to users when making new orders or invoices.

DSA Sales Order Screens

A typical Sales order process following these steps:

1. Make a quote
2. Convert the quote to a sales order
3. Convert the sales order to an invoice (or multiple invoices)

*Sales Orders can be delivered on multiple invoices. This is very useful for certain workflows and allows for the tracking and management of complex orders.