Sales Orders

Overview

Sales orders record a request to sell goods or services.
A sales order initiates the sales workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order.
The system tracks shipped and invoiced items against sales orders. In Rise Accounting, a sales order may be created for a sale, but is not required. The creation of a sales order has no effect on the general ledger but may be used in your company’s workflow.

Creating Sales Orders

To create a Sales order:
  1. Go to Sales.
  2. Select Sales orders.
  3. Click Create.
  4. Choose the customer in the Company drop-down list.
  5. The Date and Sales order # fields are pre-filled. Change if needed.
  6. Enter the customer P.O. / Ref. # (optional).
  7. Enter the Promise date (optional).
  8. Click the Addresses tab.
  9. Change a Ship To address if needed.
  10. Enter the Bill to address (optional).
  11. Enter the Confirm to contact (optional).
  12. Click Add to add a line item to the sales order.
  13. The Description and Price will be auto-filled.
  14. Enter the Quantity ordered.
  15. Click Save.
  16. Print your sales order.
  17. Click Save and close.

Viewing Sales Orders (List View)

To view a list of sales orders in the system:
  1. Go to Sales.
  2. Click Sales orders.
To sort the columns, click the column name.
To open a sales order, double-click it.
The other operations that are available from the list view:
  • Print Sales Order.
  • Print Pick List.
  • Generate Tax invoice.
  • Generate Purchase order.
  • Export list (save to Excel).
  • Refresh list.

Viewing Individual Sales Orders

To view an individual sales order, go to Sales > Sales orders and double-click the sales order line.
From the Individual sales order view, you can:
  • Edit a sales order.
  • Print a sales order.
  • Generate a sales invoice.
  • View transactions associated with this sales order.

Recurring Templates

If your sales orders must be created regularly, you can create a recurring template.
To create recurring sales orders automatically:
  1. Navigate to Sales.
  2. Select Sales orders.
  3. Open a previously created order.
  4. Click Recurring templates at the top.
  5. Click Create.
  6. Click the Generate action and select one of the following options:
  • Generate a draft copy of a document. Every selected time interval, the system will create a draft copy of the selected sales order.
  • Generate and post a copy of a document. Every selected time interval, the system will create a copy of the selected sales order and post it automatically.
7. To generate recurring orders several days before the selected time period, specify the number in the Days in advance to create field. For example, if you create sales orders every first day of the month and specify 1, the order will be created, for example, on the 31st of March instead of the 1st of April.
8. Select the interval. It determines how often the system will create orders. The following intervals are available (to see all options, use arrow buttons on the screen):
  • Daily. The system will create orders every 1st, 2nd, 3d, 5th day, and so on.
  • Weekly. The system will create orders every 1st, 2nd, 3d, 5th week, etc. on the selected weekday (for example, Monday).
  • Monthly. The system will create orders every 1st to last day of every 1st, 2nd, 3d, etc. month OR every 1st, 2nd, 3d, 4th or last weekday of every 1st, 2nd, 3d, etc. month.
  • Yearly.The system will create orders every particular month (for example, January) and day (1st-28th or last).
9. Select the date to start creating orders from in the Start on or after field.
10. Select one of the following options to stop creating orders:
  • To stop after a particular date, enter the date in the Stop after field.
  • To stop after a particular number of orders is created, specify the number in the Stop after N occurence(s) field.
  • To not to stop creating orders, select Proceed continuously (do not stop).
11. One you are ready, read the description of your order at the top to make sure everything is correct and click Save and close.
To make the system remind you to create recurring sales orders:
  1. Navigate to Sales.
  2. Select Sales orders.
  3. Open a previously created order.
  4. Click Recurring templates at the top.
  5. Click Create.
  6. Select the Remind action. The system will remind you to copy the sales order every selected time interval.
  7. To remind you several days before the transaction date, specify the number in the Remind me N day(s) before the trasaction date field. For example, if the transaction date is every first day of the month and you specified 1, the system will remind you to create the order, for example, on the 31st of March instead of the 1st of April.
  8. Select the interval. It determines how often the system will create orders. The following intervals are available (to see all options, use arrow buttons on the screen):
  • Daily. The system will create orders every 1st, 2nd, 3d, 5th day, and so on.
  • Weekly. The system will create orders every 1st, 2nd, 3d, 5th week, etc. on the selected weekday (for example, Monday).
  • Monthly. The system will create orders every 1st to last day of every 1st, 2nd, 3d, etc. month OR every 1st, 2nd, 3d, 4th or last weekday of every 1st, 2nd, 3d, etc. month.
  • Yearly.The system will create orders every particular month (for example, January) and day (1st-28th or last).
9. Select the date to start creating orders from in the Start on or later field.
10. Select one of the following options to stop creating orders:
  • To stop after a particular date, enter the date in the Stop after field.
  • To stop after a particular number of orders is created, specify the number in the Stop after N occurence(s) field.
  • To not to stop creating orders, select Proceed continuously (do not stop).
11. One you are ready, read the description of your order at the top to make sure everything is correct and click Save and close.
To make the system remind you to create recurring sales orders:
  1. Navigate to Sales.
  2. Select Sales orders.
  3. Open a previously created order.
  4. Click Recurring templates at the top.
  5. Click Create.
  6. Select the save a sales order as a template in the recurring templates list.
  7. One you are ready, read the description of your order at the top to make sure everything is correct and click Save and close.