Sales Orders are used by the Customers to request for products of your company. Sales Orders do
not affect physical inventory in Free Accounting.
To view the list of the Sales Orders, select Customers / Sales Orders List or Company / Documents / Sales Orders List on the Free Accounting main menu, or click either
 or  on the Commands Panel
and select  Sales Orders in the Navigation Pane.
Use the following steps to create a Sales Order in the Free Accounting application:
- Right click in the Preview Pane and select Add, or
press the New button on the main toolbar, or
select File / New / Document / Sales Order from the main menu.
- Enter the required information into the fields of the New Sales Order window.
Bill To - The name of the customer. To add a new customer, go to the
New Customer window, by selecting Add New from the Bill To drop-down.
Customer Address - The address of the Customer where any notice, statement or bill relating to the Customer is sent.
Ship To - The ship to code of the Customer company.
Ship To Address - The address the order is to be delivered at if the Shipping location is different from
the Customer Address.
Reference # - Tne number of the document the current Sales Order refers to.
SO Number - The Sales Order Number that is auto-assigned by the Free Accounting program.
Date - The date the order is created. To change the date, click the button in the Date field
and navigate to the necessary date.
PO # - The number of the Purchase Order received from the customer. If the Customer requires
a PO # to be on the order, this option can be set on the Customer Options tab, and the Sales Order will not be saved unless the PO # is entered in this box.
Terms - The payment terms are set on the Customer record. You can change the term for
this Sales Order, only if it is necessary, by selecting a new term from the drop-down list.
To add a new term, go to the
New Terms window, by selecting Add New from the Terms drop-down.
Ship Via - The method of delivery is set on the Customer record, however you can change it for this
Sales Order if it is necessary.
To add a new shipping method, go to the
New Ship Via window, by selecting Add New from the Ship Via drop-down.
Item - Select the item to be sold from the drop-down list.
To add a new item, go to the
New Item window, by selecting Add New from the Item drop-down.
Item Description - The description of the item.
Quantity - The quantity of the items ordered by the customer.
UOM - The unit of measure the item is sold in. Select it using the UOM drop-down list.
Price - The price of the item, which is taken from the Item Sale Information.
Total - The price of the item multiplied by its quantity.
Tax - Select the Sales Tax Code: either Taxable or Non-Taxable sales. Select the Tax Jurisdiction at the bottom of the window.
To add a new sales tax code, go to the
New Sales Tax Code window, by selecting Add New from the Tax drop-down.
Tax field - The list of the tax jurisdictions that are defined in the Tax Jurisdiction List.
To add a new tax jurisdiction, go to the
New Tax Jurisdiction window, by selecting Add New from the Tax drop-down.
Comments - Your personal comments about this Sales Order.
Total - The price of the items multiplied by their quantity.
Total Tax - The total tax for all the items on the current Sales Order.
Gross Total - The total price plus the total tax amount.
- Save or approve the current document using the Documents Toolbar.
The Sales Order can have one of the following statuses:
- Current - Document was saved, but was not approved.
- Approved - Document was saved and approved. Items were not invoiced to the Customer. Invoice was not created by this Sales Order.
- Partially Invoiced - Part of the items were invoiced to the Customer (part of the items were added to the Invoice).
- Invoiced - All the items were invoiced to the Customer.
Note: If the Sales Order has the Current status, you can delete it by right clicking and choosing Delete from the context menu.
If the Sales Order has the Approved status, you can edit the document
by right clicking and choosing Edit from the context menu. Click the
Re-Open button on the Toolbar of the Sales Order window. Make all the necessary changes.
You can create new Sales Order instead of this one. You can edit Sales Order if there is no Invoice created for it.
If you have created the Invoice for the Sales Order, but you want to delete these documents, use the following steps:
Create the Return Invoice.
Create the Credit Memo for the Return Invoice.
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