Orders, Challans & Quotations
Managing pre-invoice documents — quotations, orders, delivery challans, and proforma invoices.
Document Flow
- Quotation: No GL, no stock impact. Send to customer for approval.
- Sales Order: No GL impact. Locks stock for fulfillment. Appears in Pending Orders.
- Purchase Order: No GL impact. Track expected inward shipments. Appears in Pending Orders.
- Delivery Challan: Reduces stock (goods dispatched). No GL entry. Convert to Sales Invoice later.
- Proforma Invoice: No stock, no GL. Sent to customer for advance payment.
Pending Orders
Go to Vouchers → Pending Orders to see all open Sales and Purchase Orders. Select an order and click Convert to Invoice to create the final invoice with details pre-filled.