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Sales Order

Any organization/firm create a document which used to confirmation of sale. It issued to its buyer before delivery of products. This documents approve the sale. So creation of these documents easily and keep the records of every document using this section.

Click on Commerce > Sales Order Menu :
You will get page:

Basic Detail Section :

Customer Name : Please select customer name.
Address : Fill address details.

Will be used for organization / company to collect the money after delivery of products.

Will be used for organization / company to dispatch the delivery of products.

Sales Order No : It automatically generated when we create any new sales order.
Create Date : Mention creation date, by default it takes present day's date.
Due Date : Expected date to completion of order and delivery of products.
Terms & Condition : Please select terms & condition for particular sales order.
Currency : Please select currency.
Add Item : After addition of basic details, click to 'Add Item' to add in sales order.

Item Details :

Item : Select an item.
Taxation : Select tax to apply on item. 
Quantity : Mention quantity.
Shipping Charge : Not required to mention, if it is predefined in that particular item.

After successfully insertion of record, We got Sales Order detail here.

Actions And Their significant :
On almost every grid in epan, you will see Status (Active/InActive or Draft etc.) and action dropdown. 
In sales order there are multiple kinds of actions based on status :

  1.  On Draft :
    [ Submit, Manage Attachments ]
    Submit : For submitting document for approval by higher authority.
    Manage Attachments : For manage new attachments with this document.
  2. On Submitted :
    [ Approve, Redesign, Manage Attachments, Print Document ]
    Redesign : For redesign this document.
    Approve : For approve this document.
  3. On Approved :
    [ Send, In-Progress, Create Invoice, Manage Attachments, Print Document ]
    Send : For send this document to client who is related this document. Note : Please select 'From Email' , using which email want to send email.
    In Progress : For proceed to in progress. 
    Note : This action not need to apply manually when particular order in progress in production department, then this document's status automatically converted to "In Progress".
    Create Invoice : To create it's invoice to related this particular order.
    Print Document : For print doc.
  4. On In-Progress :
    [ Cancel, Complete, Manage Attachments, ]
    Cancel : For cancel if order canceled by customer.
    Complete : For mark complete after successfully dispatching of order  to particular customer.
  5. On Canceled :
    [ Redraft, Manage Attachments ]
  6. On Completed : 
     [ Create Invoice, Manage Attachments, Print Document ] 
  7. Online Unpaid :
    [ In-Progress, Create Invoice, Manage Attachments, Print Document ]
    When customer order online using your 'E-Commerce' website then unpaid order status is being 'Online Unpaid'.
  8. Redesign :
    [ Submit, Manage Attachments ]

After successfully creation of Sales Order, Now you have to further move to 'Create a new Sales Invoice'.

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