In today’s fast-paced business environment, efficiently managing sales orders is critical for maintaining customer satisfaction and driving revenue growth. Okappy offers a comprehensive solution to streamline the process of raising sales orders, ensuring accuracy, speed, and customer satisfaction. This article explores the benefits of using Okappy for sales order management and provides a step-by-step guide on how to raise sales orders through the platform.

Sales orders are official documents generated by a seller to confirm a purchase agreement with a buyer. These documents detail the type, quantity, and price of the goods or services sold, serving as a crucial link between inventory management, order fulfillment, and billing. Efficient management of sales orders not only enhances operational efficiency but also improves customer relationships by ensuring timely and accurate order fulfillment.

Read on for a step by step guide of how to raise a sales order from the Invoices screen.

From the Invoices screen,

• click the New Invoice button at the top of the screen,
• choose Sales invoice in the invoice type window, and
• click the Select customer button.

• Select your customer, then
• click Next

• Enter your sales order details.

• Select whether you want the sales order to be draft (not visible to your connection) or not.
• Click Raise sales order.

Your sales order will be raised and can be viewed and edited by clicking the three dots next to the sales order.

Click Preview sales order to view the sales order as your customer will see it.

Note: When exporting invoices, quotes are not included in the invoice export.

Raising sales orders through Okappy simplifies a complex process, allowing businesses to focus on growth and customer service. By leveraging Okappy’s sales order management features, companies can ensure accuracy, efficiency, and satisfaction at every step of the sales process. Whether you’re looking to improve order accuracy, speed up fulfillment, or enhance customer communication, Okappy provides the tools you need to succeed in today’s competitive business landscape.

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