1. Navigate to “Sales Order” #

1. Log in to your back-office.
2. In the sidebar, click Sales.
3. Select Sales Order.
4. The page shows a Filters panel and an All Sales Orders table with a purple + Add Sales Order button (top-right).

2. Use the Filter Bar #

• Business Location – filter by store/branch.
• Customer – view orders for a specific client.
• Status – Pending, Confirmed, Shipped, Delivered, Cancelled.
• Shipping Status – Pending, Packed, Shipped, Delivered.
• Date Range – defaults to today; pick any custom period.
• Filters auto-apply; table refreshes instantly.

3. Add a Sales Order #

1. Click the purple + Add Sales Order button.
2. Fill in:
   • Customer (search or select from dropdown)
   • Order Date (defaults to now)
   • Business Location
   • Order Items (add products, set quantity, price, discount, tax, etc.)
   • Shipping Details (optional)
   • Notes (optional)
3. Click Save. The order appears in the list with status Pending or Confirmed.

4. Row “Actions” Menu #

Each sales order row starts with a purple Actions dropdown:

• View – open a printable order summary.
• Edit – update items, quantities, or status.
• Ship – mark as shipped or delivered.
• Delete – remove order (blocked if invoiced or shipped).

5. Table Columns #

6. Export & Print #

• Buttons above the table: Export to CSV, Excel, PDF, Print.
• Column visibility lets you hide columns before exporting.
• Exports reflect active filters—set date range first for monthly order report.

7. Troubleshooting #

8. Best Practices #

• Always confirm customer and product details before saving.
• Use Shipping Status to track delivery progress.
• Export orders monthly for sales analysis and fulfillment review.
• Use filters to quickly find pending or overdue orders.

9. Done! 🎉 #

You can now add, filter, export, and manage sales orders efficiently. Happy selling!