Create, edit and delete a sales order – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Create, edit and delete a sales order

Create a new sales order

  1. Go to Sales & Marketing > Sales orders.
  2. Click New Order.
  3. Add Name, Quote date, Quote valid until, Language & currency and Customer contact.
  4. Select sales order items.
  5. Fill in other necessary information and click Save as New.

Create a new sales order from an opportunity

  1. Go to Sales & marketing > Opportunities.
  2. Select the opportunity you want to base your sales order on.
  3. In the summary page, click Create New and from the dropdown list select Sales order.

Note: Information from the opportunity is inherited to the new sales order.

Edit a sales order

  1. Go to Sales & Marketing > Sales orders.
  2. Edit a sales order either by:
    • Click on the sales order and in the summary page click Edit or
    • Click the pencil icon of the sales order you want to edit.
  3. After you have done the changes, click Save.

Delete a sales order

  1. Go to Sales & Marketing > Sales orders.
  2. Click on the checkbox of the sales order you want to delete.
  3. Click Delete.

Add sales order items to a sales order

  1. Go to Order items category.
  2. Click Add order item.
  3. All fields become visible by clicking the arrow on the right.
  4. Add Name, Billing type and Inv. period.
  5. Check and fill other necessary fields.

Note: Sales order items inherit values from products. By selecting a product, fields such as Name, Unit, Price and VAT are filled automatically.

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