The Sales Order module in Flovix is used to record and manage confirmed orders from customers before generating a final sales invoice. A sales order acts as an official document that captures all the details of a customer’s purchase request, including products, quantities, pricing, taxes, delivery details, and payment information.
Using the Sales Order feature helps businesses organize their sales workflow by confirming orders before shipment or invoicing. It allows sales teams to track customer orders, coordinate with warehouses for stock availability, and manage delivery scheduling efficiently. Once the order is confirmed and fulfilled, it can easily be converted into a Sales Invoice, reducing manual work and improving accuracy.
Flovix provides a structured interface to create sales orders by entering customer information, selecting products, applying discounts or taxes, assigning delivery personnel, and managing shipping terms. This ensures that every sales transaction is properly documented and traceable.
Step-by-Step Guide to Create a Sales Order:
Step 1: Open the Sales Order Module
Navigate to the Sales Order section in the Flovix system.
Click New to create a new sales order.
Step 2: Select Customer and Warehouse
Choose the Customer from the dropdown list.
Select the Warehouse from where the products will be delivered.
Step 3: Enter Sales Order Details
Fill in the required order information:
Invoice Number / Order Number (example: SO-20260304133751)
Date of the order
These details help track and identify the sales order.
Step 4: Add Vehicle Information (Optional)
If the order is related to a vehicle service or spare parts, enter the following information:
Vehicle selection
Mileage in kilometers
Plate number
VIN (Vehicle Identification Number)
Vehicle model
This information helps track vehicle-related transactions.
Step 5: Add Product Details
Select the Product and complete the following fields:
Batch number
Unit of Measure (U/M)
Quantity
Price per unit
Discount per product
The system will automatically calculate the amount for each product.
Step 6: Add Additional Sales Information
You can enter additional information such as:
Trade Offer
Delivery Date
Sales Representative
Delivery Man
Shipping Method (Ship Via)
Sale Terms
Sale Quotation Number
These fields help manage logistics and customer agreements.
Step 7: Set Order Status
Choose the Order Status from the dropdown list.
This indicates the stage of the order such as pending, confirmed, or completed.
Step 8: Attach Files and Notes
Upload any related documents using the attachment option.
Use the Memo field to add internal notes or instructions related to the order.
Step 9: Review Financial Summary
Flovix automatically calculates the financial totals:
Sub Total
Discount
Tax
Net Payable
This ensures accurate billing and order value.
Step 10: Record Payment (Optional)
If payment is received at the time of order:
Select the payment method (for example COD).
Enter the payment amount.
The system will automatically calculate the remaining balance due.
Step 11: Save the Sales Order
After reviewing all the details, click Save to record the sales order in the system.
The order will now appear in the Sales Order List and can later be converted into a Sales Invoice for billing.
Key Features:
Create and manage customer sales orders
Record product quantities, pricing, and discounts
Track vehicle details for vehicle-related transactions
Apply tax calculations automatically
Assign sales representatives and delivery staff
Manage shipping methods and delivery dates
Attach documents and notes
Link orders with sale quotations
Convert sales orders into sales invoices
Benefits of Using Sales Orders in Flovix:
Using the Sales Order module provides several advantages:
Helps manage confirmed customer orders
Improves coordination between sales and warehouse teams
Reduces manual errors in order processing
Ensures accurate pricing and tax calculations
Provides clear order tracking and documentation
Enables quick conversion into sales invoices