Sales order

32 articles

• Creating a Sales OrderSales orders help in recording all the details of sales transactions, making it easier to track orders and analyze…
• Creating a Credit Customer via Quick Add PopupIn certain industries (e.g., optical lenses and eyewear), salespersons may collect an prepaid deposit from customers…
• Adding a Customer from the Quick Coding ScreenIn “Edara”, you can add a new customer directly from the “Sales Order” page without needing to navigate to the…
• Creating a Transfer Request from a Sales OrderWhen your business operates multiple branches with a main warehouse, some branches may not hold large quantities of…
• Searching for a Sales Order and Printing ItIf you'd like to quickly access the details of a specific sales order, you can use the search feature to locate it…
• Creating a Multi-Warehouse Sales OrderWhen you need to issue quantities for stock items stored in multiple warehouses, there’s no need to create a separate…
• Creating a Taxable Sales OrderTo process taxable sales efficiently and stay compliant with local regulations, it’s essential to create accurate…
• Adding Withholding Tax to the Sales OrderAdding the withholding tax to sales orders ensures that the correct tax amount is calculated and collected from…
• Editing a Sales Order Linked to an Issue OfferingYou may sometimes need to edit a Sales Order after it has been approved and an Issue Order has been created for it…
• Automatic Calculation of Unit Price Based on Total Amount in a Sales OrderWhen creating a sales order in Edara, the unit price is automatically calculated based on the total amount entered…
• Changing the Tax Rate in a Sales OrderThis feature is related to enabling integration with the Egyptian Tax Authority. When active, a column called “Tax…
• Saving the Withholding Tax JE from a Sales OrderSome users face an issue where an issue offerings document (IO) is saved without also saving the associated journal…
• Sending a Sales Order via EmailYou can send the sales order directly to the customer via email to officially document the order and speed up…
• Cancelling a sales orderYou can cancel a sales order to keep the sales order code sequence and make it easier to review its details.
• Creating a Purchase Order from a Sales OrderIf you create a sales order and don't have enough stock of the desired item, you can consider this order as a…
• Displaying the Estimated Profit in the Sales OrderDuring customer negotiations, displaying the estimated profit in a sales order helps you identify the expected profit…
• Sharing Sales Order Details via WhatsAppYou can easily share sales order details with the customer via WhatsApp, helping speed up communication and allowing…
• Creating an invoice in a new currencyWhen dealing with customers from different countries, you may need to issue invoices in different currencies based on…
• Selecting a Cost Center in Sales DocumentsWhen a sales branch or warehouse serves multiple business activities, projects, or operational areas, defining the cost…
• Linking Expenses to Sales OrderLinking expenses to sales orders helps track costs incurred by the company, such as shipping or transportation…
• Issuing and Paying Sales OrderInstead of issuing inventory and collecting the sales order payment through separate steps, you can complete both…
• Creating Custom Fields in the Sales Order DetailsIn some places (e.g., large retail stores), customers shop across numerous departments, each containing various items…
• Enabling and Using the Sales Order CardThe sales order card consolidates a customer's purchases into a single sales order as the customer moves between…
• Creating a Sales Order NumberCreating a unique number for each sales order in "Edara" helps streamline data management and improve coordination…
• Enabling Withholding Tax by Default in Sales Orders“Edara” allows you to enable the Withholding Tax by default in sales orders. This ensures that the tax is automatically…
• Bulk Editing Warehouses in Multi-Warehouse Sales OrdersIf you have a multi-warehouse sales order (i.e., it needs to be issued from more than one warehouse), you can bulk edit…
• Hiding Unused Custom FieldsIf you have custom fields that are no longer needed, you can easily hide them in "Edara" by disabling their visibility…
• Editing Custom FieldsIf you need to add new functions or improve existing features, custom fields must be modified to support these…
• Creating Custom Fields in the Sales OrderCustom fields in a sales order are used to add data that is not available by default in the system, such as specific…
• Displaying the Sales Order Number on Printed DocumentsEdara allows you to display the Sales Order Number on printed documents. This is a sequential number that is separate…
• Printing the QR Code on a Sales InvoiceTo ensure compliance with the legal requirements issued by the Zakat, Tax and Customs Authority (ZATCA), as well as the…
• Displaying the recent prices for a specific customerWhen selling to distributors or traders, the salesperson needs to check the last selling price of the item for that…