Record a sales order

Record a customer order and convert it to a sale when it is confirmed.

About 2 minutes Updated September 13, 2026

In this guide

Start a sales order
Enter the order terms
Convert it to a sale

1. Start a sales order

Open the Orders tab, tap Register, and choose Sales Order.

Sales Order highlighted in the Register Transaction sheet on the SalesDocks English Orders tab — Choose Sales Order to record a customer request before confirming a sale.

2. Enter the order terms

Choose the customer and enter the ordered products, quantities, unit prices, delivery information, and memo. A sales order does not immediately create sale inventory or payment records.

Riverbend Bakery, an Artisan Cookie Gift Box, and the 22 dollar amount highlighted in the SalesDocks English Add Sales Order screen — Review the customer, product, quantity, and order amount before saving.

3. Convert it to a sale

Open the saved sales order, tap More in the upper-right corner, and choose Create Sale. Recheck the quantity and price before confirming the conversion.

Create Sale highlighted in the More sheet for a saved SalesDocks English sales order — Choose Create Sale when the customer order is confirmed.