How to Create a Sales Order in Catalystk
A sales order is your confirmation of a customer's order – the items, quantities, prices, GST and payment terms – before you deliver or raise the invoice. With Catalystk's free sales order software you can create a sales order online in a few steps, then save it, print it in a professional sales order format, or send the sales order PDF by email or SMS.
- 4 easy steps
- GST & HSN ready
- Sales order PDF
- Free
Before you start: add your products once in the product master so you can pick them in the sales order. If the order comes from a quotation, use convert a quotation to a sales order instead – the items copy over automatically.
Open Sales Order and click New Order
Every new sales order starts from the Sales Order list.
- 1
Go to Sales → Sales Order
In the left menu, open Sales and click Sales Order. The list shows all your sales orders.
- 2
Click New Order
Click the green New Order button at the top right. A new sales order form opens.
Enter the client information and order details
Tell the sales order who it is for, when it was ordered and how the customer will pay.
- 3
Enter the client information
Type the client's name (required), mobile, email, company name and address.
- 4
Fill in the sales order details
Set the Date of Order, the Payment Terms and the customer's PO Number if they sent a purchase order.
Add the line items and save the sales order
Add what the customer ordered. GST and totals are calculated for you.
- 5
Add the line items
For each product, choose the item, enter the quantity and rate, add a discount (% or amount) and the GST, then click Add. Catalystk works out the tax amount, sub total and total.
- 6
Click Save
Click the green Save button at the top. Your sales order is created.
Print, download or send the sales order PDF
Your sales order is saved – it looks like the sample at the top of this page.
- 7
Print, download or send the sales order
Open the saved sales order to preview it, download the sales order PDF, print it, or send it to the customer by email or SMS straight from the sales order list.
What each part of the sales order means
The main fields of a sales order in Catalystk and what to enter in each.
| Field | What to enter |
|---|---|
| Client name | The customer the sales order is for (required). |
| Date of Order | The date the customer placed the order. |
| Payment Terms | How the customer will pay – for example 100% advance or 30 days credit. |
| PO Number | The customer's purchase order number, for their reference. |
| Price List | The price list the rates come from (Default if you have only one). |
| Quantity, Rate, Discount | Per item; the discount can be a % or an amount. |
| Tax | The GST for the item – for example CGST 9 + SGST 9 for 18% GST. |
| HSN/SAC | The item's HSN or SAC code, printed on GST documents. |
Tips for faster sales orders
- Click Recalculate after changing a rate or tax to refresh the sales order totals.
- Use the tabs on the sales order list – not yet invoiced, invoiced or DC, cancelled and Pending Details – to see which orders are still open.
- Set a follow-up date so the sales order appears in your daily follow-ups.
- Add your products and their HSN codes once in the product master, so every new sales order picks them up.
Frequently asked questions
What is a sales order?
A sales order is the seller's confirmation of a customer's order – the items, quantities, prices, tax and terms – before delivery and invoicing.
Is a sales order the same as an invoice?
No. A sales order confirms the order; the invoice is the bill you raise when you deliver or charge for it.
Can I create a sales order from a quotation?
Yes. Open the quotation and click Generate → Sales Order, or search the quotation's Proposal No. in a new sales order.
Can I add GST to a sales order?
Yes. Choose the tax for each item (for example CGST 9 + SGST 9) and enter its HSN/SAC code.
Can I print or email the sales order?
Yes. Preview, print or download the sales order as a PDF, or send it by email or SMS.
What is the difference between a sales order and a purchase order?
The seller issues a sales order to confirm a customer's order. The buyer issues a purchase order (PO) to place the order. You can record the customer's PO number on your sales order.
What should a sales order format include?
Your company details, the customer's name and address, the sales order number and date, items with quantity, rate, discount, GST and HSN code, totals, payment terms and terms & conditions. Catalystk adds all of these automatically.
Is creating sales orders free in Catalystk?
Yes. Creating sales orders is part of Catalystk's free plan.
What's next: already sent the customer a quotation? Convert the quotation to a sales order in one click.
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