Creating a Sales Order (SO)

NAVIGATION

Administrator
Rules Management
Master Data Configuration
Inbound Process

Creating a Purchase Order (PO)

Receive Order in Mobile (RF)

Put To Store (Cross Dock)

Cross Dock Process
Outbound Process

Creating a Sales Order (SO)

Adding Order Details to SO
- Single Order Process
  
  Release by Order
  
  Order Picking - Mobile (RF)
- Wave Order Process
  
  Creating a Wave
  
  Wave Picking - Mobile (RF)
- Loading and Shipping
  
  Create Load
  
  Ship Audit Process
  
  Shipping in Mobile (RF)
Inventory Management
Kit Request Master </aside>

Sales Order Creation is the initiation step of the outbound process in a Warehouse Management System (WMS), where a customer's purchase request is translated into an actionable warehouse task. It defines what items need to be picked, packed, and shipped, along with quantities, delivery instructions, and priority levels.

Go to Outbound > SO, then click on the “Add” button.

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Fill in all the required fields in main info tab and consignee info tab (Orange label).

Screenshot 2025-07-07 180011.png

Select warehouse and customer from the dropdown lists.
Select an order type.

Order Type	Description
Sales Order	Goods shipped to customers for sale or fulfilment
Transfer Order	Inventory moved between internal warehouses or locations
Return Order	Replacement goods shipped in response to a customer return
Claim Order	Items shipped as replacements for damaged, lost, or warranty-claimed products
Work Order	Goods picked and issued to support production, assembly, or repair activities
Cross Dock Order	Inbound goods routed directly to outbound shipment without warehouse storage

Order number is auto-generated after selecting order type.
Status is set to “New” by default.

Screenshot 2025-07-07 180023.png

Select a consignee from the dropdown list, and the details will be auto-filled. You may change it based on your preferences.

Click save.

Further Reading