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.
What is Sales Order?
A Sales Order records what the customer agreed to buy — quantities, sales prices, tax, and terms — with optional stock reserve, then you can raise Proforma/Quotation or convert to Sales Invoice while tracking related documents and unconverted-order alerts.
What you can do
- List all sales orders with overview KPIs, status filters, and table or card view
- Create orders with Party types Customer and Customer + Supplier (suppliers alone do not load)
- Line prices load as sales price from the product by unit and conversion rate
- Turn on Reserve to hold products in inventory and show them as reserved
- Apply line GST, discounts, TDS/document controls; Save as Draft or Create
- Preview PDF, share Email/WhatsApp, download
- From the order: create Proforma / Quotation or Convert to Sales Invoice (order status updates)
- When relative Proforma or Invoice exist, open them from the order
- Define auto schedule reminders around due date — 3 days before, on due day, and 1 day after — sent by WhatsApp, SMS, and Email
Product screenshot coming soon
Ideal for sellers
Customer-first
Party picker loads Customer and Cust+Supp only; prices are sales prices.
Reserve stock
Flag reserve so inventory holds quantity for this order and shows it reserved.
Proforma or bill
Create Proforma/Quotation or convert to Sales Invoice when ready.
Never miss convert
Auto reminders follow due date timing and send by WhatsApp, SMS, and Email.
Define customers under Party (Customer or Customer + Supplier) and catalogue under Item with sales rates. Reserve ties into Stock / Available QTY on Item.
Frequently asked
Sales Order vs Purchase Order?+
Sales Order is customer-facing (sales price, Customer parties, reserve for outbound stock). Purchase Order is supplier-facing (purchase price, Supplier parties). See Purchase Order.
Sales Order vs Sales Invoice?+
Sales Order is the sell commitment. Sales Invoice is the bill. Convert with Convert to Sales Invoice; order status changes as you progress. Proforma/Quotation can sit between order and invoice.
Where do I open it?+
Web: `/invoice/sales-order` (Sales → Orders). Create and preview follow the same Sales Orders menu paths in the app.
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 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 featureConvert to Sales Invoice
Convert to Sales Invoice turns the sales order into a sales bill — prefills from the order, and the sales order status updates to reflect that it has been invoiced (and related invoice appears on the order).
View featureAuto Schedule — Due Date Reminders
Define an auto schedule around due date so reminders go out 3 days before, on due day, and 1 day after — using WhatsApp, SMS, and Email for sales-order follow-up.
View featureReady to try What is Sales Order??
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