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Creating a Sales Order

1. Navigate to "Sales Orders"

2. Click "New"

3. Complete the Sales Order form. Some fields are required, while others are optional. Required fields are marked with a red asterisk.

Here is a guide to help you understand each field, as you complete the product form:

  • Customer Details

    • Relationship - The individual or organisation placing the Sales Order. Type in the name, number or email of the Relationship and click the search button (or use your “Enter” key) to show matching Relationships. You can then select the correct Relationship by clicking on it. If the Relationship does not already exist in Panther, you can click “Create New Relationship” to set up a new Relationship and assign them to the Sales Order.

    • Billing Address - The address used for billing for the Sales Order. You can select from a list of existing addresses for the Relationship, or create a new address by clicking “Create New Billing Address”.

    • Shipping Address - The address that the Sales Order will be shipped to. You can select from a list of existing addresses for the Relationship, or create a new address by clicking “Create New Shipping Address”.

    • Email - The primary email address used for email correspondence relating to this Sales Order.

    • Phone Number - The primary phone number used for telephone contact relating to this Sales Order.

  • Order Details

    • Order Type - Select the Order Type from the list of your existing Order Types. Different Order Types can behave differently, have different functionality and features enabled, and can flow through different sets of Order Stages. Additionally, Order Types can help with the organisation of Sales Orders, as Order Type and Order Stage can be used as filters on the Sales Orders page, Schedules, and Reporting. NOTE: You can create and configure Order Types and Order Stages via: “Settings” > “Configuration” > “Order Types”.

    • Reference Number - An optional reference which can be used by you and your team to help find specific Sales Orders. If used, the Reference Number will be displayed on various Sales Order documents. This can be especially useful if you have customers that request their own order references (such as their own purchase order numbers) be present on Sales Order documents.

    • Ship By - An optional field which can be used to set a date by which the Sales Order should be fulfilled. NOTE: Ship By dates can be set automatically based on the Order Type if configured via: “Settings” > “Configuration” > “Order Types”.

    • Location - The Location that this Sales Order will be fulfilled from. This will affect which Location stock is deducted from when creating a shipment.** If different items on this Sales Order will be fulfilled from different Locations, then you can split the Sales Order into multiple parts at a later stage, with each part being fulfilled from a different Location. NOTE: You can create and configure Locations via: “Settings” > “Configuration” > “Locations”.

    • Sales Region - If you track and report on sales based on region, category, or some other grouping, then you can select which Sales Region (or grouping) this Sales Order belongs to. This can be especially useful for calculating sales commissions. NOTE: You can create and configure Sales Regions via: “Settings” > “Configuration” > “Sales Regions”.

    • Branding - If you have multiple Brandings setup, you can select which Branding should be used for this Sales Order. This affects the Branding on Sales Order documents and emails. NOTE: You can create and configure Brandings via: “Settings” > “Configuration” > “Branding”.

    • Tags - You can apply multiple Tags to Sales Orders. Select from the list of existing Tags, or type in a new Tag and click the “Add new tag” button (or use your “Enter” key). When you start typing a Tag, the list of existing Tags will be filtered to show matching Tags. Tags can help with the organisation and categorization of Sales Orders.

    • Notes - This is a long text field which can be used to add notes for internal use. Notes will be visible on Pick List documents.

  • Pricing and Payments

    • Payment Terms - If you apply different Payment Terms to different orders, you can select the appropriate Payment Term here. NOTE: You can create and configure Payment Terms via: “Settings” > “Configuration” > “Payment Terms”.

    • Currency - Prices for this Sales Order will be displayed in the selected Currency, both internally, and on Sales Order documents and emails. A conversion into your default currency will be displayed internally. NOTE: You set up Currencies via: “Settings” > “Configuration” > “Currencies”.

    • Default Price List - If you have multiple Price Lists setup for your Products, then you can select which Price List should be used by default for this Sales Order. This only affects which Price List will be used by default, you can still select prices from different Price Lists or enter prices manually for each Line Item. NOTE: You can create Price Lists via: “Settings” > “Configuration” > “Price Lists”.

    • Default Tax Rate - If you have multiple Tax Rates setup, then you can select which Tax Rate should be applied by default to taxable Products on this Sales Order. This only affects which Tax Rate will be used by default, you can still select different Tax Rates for each Line Item. NOTE: You can create and configure Tax Rates via: “Settings” > “Configuration” > “Tax Rates”.

4. After filling out the Sales Order form, click "Create".