Sales orders

Sales & orders is the order-to-cash hub: quotation → order → delivery → invoice. A sales order confirms what the customer bought and at what price, tracks how much has been delivered, produces a proforma invoice for advance payment and creates the final tax invoice with one click. The page also lists your purchase orders so buying and selling sit side by side.

The Sales & orders page

Open Sales from the sidebar (/sales). The page is titled Sales & orders with the subtitle Order-to-cash: quotation → order → delivery → invoice. Header buttons are New sales order and Export (columns Order, Customer, Date, Delivery, Total, Delivered % and Status).

KPI tiles

Sales orders table

Purchase orders table

Below the sales orders sits a Purchase orders table with PO, Supplier, Date, Total and Status. Purchase order statuses are To Receive, To Bill and Completed. Each supplier's POs also appear on their supplier profile.

Order statuses

New sales order

New sales order opens /sales/new, titled New sales order with the subtitle Raise a sales order - posts to the ledger and the customer account on save. Most orders start life as a converted quotation; use this form for orders that arrive without one.

The form notes VAT 5% shown for UAE. Live posting uses the connected company's tax accounts. The summary shows Net total, VAT 5% and Grand total. Create sales order is captioned Posts a Sales Order against the customer with VAT 5%. It submits the order with the delivery date on every line (the order date is used when delivery is blank) and on success you land on the new order's page. Missing input returns Please choose a customer. or Add at least one line item.; in demo mode the page carries a Demo mode - connect the ERPNext engine to actually raise orders. banner.

The sales order page

Click an order to open /sales/{id}. The title is the order number with a status badge and the subtitle reads {customer} · ordered {date} · delivery {date}.

Header actions

KPI tiles and lines

• Order total, Delivered (as a percentage), Customer and Delivery date.
• Order lines: #, Item, Qty, Rate, Amount, followed by Sub Total, VAT @ 5% and Total.
• Flow chips: Quotation → Sales Order → Proforma → Delivery → Tax Invoice. The Proforma chip is clickable.

Proforma invoice

A proforma lets you ask for an advance without creating a VAT liability. The public page at /proforma/{order} needs no login, so you can email the link straight to the customer.

• Banner: PROFORMA INVOICE · NOT A TAX INVOICE, followed by the Arabic equivalent for a UAE company. Every label on a UAE proforma carries a compact Arabic twin underneath.
• Header: your company name (or logo), address, TRN, phone and email on the left; PROFORMA INVOICE on the right with Reference (the order ID), Date, Expected delivery and, for a foreign-currency order, a Currency row with the exchange rate (for example USD · 1 USD = 3.6725 AED).
• FOR: the customer name, address (or city and country) and TRN.
• Lines: #, Item & description, Qty with the unit, Unit price ({currency}), Tax rate and Amount ({currency}).
• Totals: Sub total (excl. tax), VAT @ 5%, Total ({currency}) and, for a foreign currency, Total in AED.
• Footer: a statement that this is a proforma invoice for arranging payment or an import letter of credit, is not a tax invoice, creates no VAT liability and that a valid FTA tax invoice is issued on delivery; the terms Payment: 50% advance to confirm the order, balance before dispatch. Make cheques payable to {company}.; your bank line; and Proforma valid for 14 days from the date above. Prices in {currency} and subject to confirmation.
• A Download button (print dialog) and the footer Secured by WorkOSync · {company}.

The proforma is country-aware: for a company outside the UAE the banner reads NOT A FINAL INVOICE (US) or names the local tax, and the statutory statements for India GST or EU reverse charge are printed when they apply.

Delivery

When the goods leave, print the Delivery note from the order page so the driver and the customer have a signed record. The Delivered tile and the Fulfilment bar on the list track the delivered percentage reported by the engine, and the order moves to To Bill once everything is out.

From order to tax invoice

1. Open the order

   From the list, or from the Orders section of the customer profile.

2. Send the proforma

   Click Proforma invoice, copy the URL and email it. Collect the advance.

3. Deliver

   Print the delivery note and dispatch. Fulfilment updates as deliveries are recorded.

4. Create tax invoice

   Click Create tax invoice. WorkOSync posts a Sales Invoice with the same lines and the VAT 5% tax line, and shows Open → to jump to it in Invoicing.

5. Collect the balance

   Share the pay link from the invoice, or record the transfer in Payments. The order shows Completed.

VAT on orders

Every sales order carries a VAT @ 5% line, computed from the engine's tax total or as 5% of the net, and every create action posts the company tax line VAT 5% - FT. The proforma shows the same VAT for information only; the tax point is the tax invoice.