Linking expenses to sales orders helps track costs incurred by the company, such as shipping or transportation expenses, and associate them with the order to ensure accurate calculation of the actual transaction cost.
Linking Expenses to Sales Order
First, create the expense journal entry to link it to the sales order.
Go to the “Sales” module.
Open the “Sales Order” page.
Search for the required document using the “🔍” icon or through the arrows at the bottom of the page.
Click on "
" next to Linked documents.
The screen for linking other documents to the current document will appear.
Enter the Expense Entry Code.
Click on “+”.
Click on “Save”.
Note: If the customer will bear the shipping or transportation expenses, you can add them as a service item within the sales order.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, who are ready to assist you.