Billoxy · Features
DesktopSales Order
Menu Sales → Sales Orders (`/invoice/sales-order`). Commit customer orders with tax inclusive/exclusive pricing, optional stock reserve, preview/share, Generate Proforma Invoice or Generate Sales Invoice, and due-date reminders via WhatsApp, SMS, and Email.
Draft vs Create (Approved)
Save as Draft while negotiating; Create (or Update on edit) finalizes the sales order so you can preview, share, reserve effects apply, and convert to Proforma or Sales Invoice.
Two save paths
Save as Draft
Keeps status Draft — continue editing; reserve/convert usually wait until finalized per rules.
Create / Update
Finalizes the order (Approved path) — ready for share, Proforma, Convert to Sales Invoice.
From draft to finalized
- 1Filter list Status → Draft
- 2Open Edit (or View → Edit from preview)
- 3Complete lines, sales prices, Reserve if needed → Create / Update
- 4Toast confirms saved; status moves off Draft toward Approved / active
Edit locks & status
- Some orders become non-editable after invoice/proforma links — banner explains why
- Copy remains available to reorder without changing the locked original
- Status progresses as you create relative Proforma/Invoice and complete fulfilment
Product screenshot coming soon
Draft while quoting; Create when the customer confirms — then Proforma or Convert to Sales Invoice. Due-date reminders (WhatsApp / SMS / Email) help follow up around the order due date.
Frequently asked
Is there a separate Approve button?+
Sales Order typically uses Save as Draft vs Create/Update. Status filter Draft vs Approved shows the result — same pattern as Purchase Order.
Related features
Sales Order List
The Sales Order list shows Sales Order Overview KPIs, search and status filters, and both table and card layouts — with View, Edit, Copy, Download, Share, and Delete.
View featurePreview, Templates & Share
Sales Order Preview loads PDF templates — pick a template, download or print, share via Email or WhatsApp, create Proforma/Quotation, convert to Sales Invoice, and open relative documents.
View featureCreate Sales Order
Create New Sales Order uses a sales-oriented header (different from Purchase Order) — customer billing, sales dates and numbers, reserve flag, then lines with sales prices, tax, and Save as Draft or Create.
View featureReserve Products in Inventory
When the user turns on the Reserve flag on the sales order, Billoxy keeps those product quantities reserved on the inventory side and shows them as reserved — so available stock for other sales drops until the order is fulfilled, cancelled, or released.
View featureReady to try Draft vs Create (Approved)?
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