Introduction - Sales Order
A Sales Order is a document sent to your customers confirming the items and prices of a sale. A sales order is usually created after a quote is accepted by your customers and your items are ready to be shipped or delivered to your customers.
The workflow of a sales order in P4 Books is as follows:
Create a sales order which details the items that you are going to sell to your customers and their prices. Press the button Lock this saves the sales order and prevents accidental changes.
Once the sales order is locked, you will be able to created the delivery, create the invoice, create a Purchase Order...
If your P4 Books is integrated with P4 Warehouse you will not have the option to create a delivery document. The delivery document will be sent from your warehouse once the order is picked and packed for shipping.
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