How to Create a Sales Order

In this article, we’ll walk through the process of creating a new Sales Order for a wholesale account in Flawless POS. This guide will cover each step, from accessing the Wholesale Account module to finalizing and viewing the completed Sales Order.

You may refer to this tutorial for a step-by-step guide on creating a new wholesale sales order: https://www.youtube.com/watch?v=8lzJEuQFKro.

1. Access the Wholesale Account Module

1. Open the left navigation menu in Flawless POS.

2. Click on Wholesale Accounts.
   
    

3. Select the wholesale account for which you’ll be creating the Sales Order.For this example, we’ll be using the wholesale account named Jov.
   
   
   

4. Click on the Orders tab, then press Add Sales Order. 

2. Enter Sales Order Details

1. In the Sales Order details section, you can edit miscellaneous details. For this example,we will leave everything at default.

2. Click Next in the top-right corner to continue. 

3. Add Products to the Sales Order

1. You can add products by:

   • Scanning items with a barcode scanner.

   • Manually selecting items from a list.

   • Uploading a spreadsheet via the Select From Excel or CSV button.

2. Once all items are added, click Next. 

4. Finalize the Sales Order

1. In this section, you can:
   
   
   

   • Add descriptions.

   • Modify unit prices.

   • Apply discounts.

   • Adjust quantities.

   • Adjust shipping, Packaging & Materials, and Insurance

   • Adjust tax(Based on the available selections on the Drop Down)

   • Enabling Grouping allows the generated PDF document to be grouped by group field value

   • Show the product images 

2. After reviewing, press Complete. 

5. Using the What's Next Action Wizard

1. After completing the Sales Order, the Action Wizard will present you with options:

   • Process Sales Order: Immediately process and allocate the items in the Sales Order.

   • Send Sales Order: Email the order to the account’s primary contact.

   • View Sales Order: Generate a PDF file for viewing.

   • Create Another Sales Order: Begin a new Sales Order.

2. Once done, click Continue to close the wizard.

3. Refresh the grid, and the new Sales Order will appear at the top.

Troubleshooting

For any challenges encountered during the Sales Order creation process, please reach out to Flawless POS support for assistance.