Pakk Academy
  • Welcome to the Pakk Academy
  • School of ERP
    • Introduction to ERP Systems
    • Purchasing and Demand Planning
      • Demand Planning
      • Suppliers
      • Purchase Orders
    • Sales Order Process
      • Line Concepts: VAT, Discounts, and More
      • Commitment of Stock
      • Dispatch Process
    • Invoicing and Payments
      • Generating Invoices
      • Handling Credit Notes
      • Managing Payments
      • Payment Disputes and Adjustments
    • Inventory Management
      • Stock Movements and Adjustments
      • Stock-Takes and Cycle Counting
      • Managing Stock Levels
      • Handling Overstock and Deadstock
    • Bookkeeping and Accounting
      • Recording Transactions
      • Reconciling Accounts
      • Financial Reporting
      • VAT Reporting and Compliance
    • Integrating Business Functions
    • Practical ERP Workflow Examples
      • Purchase-to-Pay Process
      • Order-to-Cash Process
      • Inventory Lifecycle Example
    • Best Practices
  • eCommerce Advice and Tips
    • New Store Owners Have the Wrong Priorities
  • eCommerce Launch Mega Checklist
    • Shipping
    • Payment
    • Customer Service and Information
    • Reviews
    • Legal and Compliance
    • Design, Site Function and Brand Message
    • Product Discoverability
    • SEO/Webmaster/Analytics
    • Merchandising and Content
  • The Maths of eCommerce
    • Markups and Margins
    • VAT Rounding
    • Stock Ordering Maths
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  1. School of ERP

Sales Order Process

PreviousPurchase OrdersNextLine Concepts: VAT, Discounts, and More

Last updated 6 months ago

Sales Order Lifecycle

The sales order process involves the receipt and management of customer orders. This process starts when a customer places an order and ends with the successful delivery of goods or services. In an ERP system, sales orders are tracked from creation through to fulfillment, providing visibility over each stage of the process.

Steps in the Sales Order Lifecycle:

  1. Order Creation: Sales orders are generated either through manual entry or an automated system like eCommerce.

  2. Order Validation: The system checks that sufficient stock is available, prices are correct, and any discounts or promotions are applied.

  3. Order Confirmation: Once validated, the sales order is confirmed and passed to fulfillment.

Sales Order creation in Pakk