Sales | BoxHero User Guide
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Sales

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You can create sales orders from Sales and check order status and process from Stock Out.

Sales Order List

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You can check your created sales orders from Purchase & Sales > Sales.

At the top, you can see how many orders have been made in the last month as of today, and click on each status box to quickly filter the list of orders.

You can search by condition, such as date ranges, statuses, products, and bundles, by clicking the right magnifier.

New Sales Order

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You can make sales orders from Purchase & Sales > Sales > New Sales Order.

  1. Please select a partner.
  2. Please select the date of sales and expected stock out. If you don’t choose the expected stock out, it will be automatically selected +7 days of the date of the sales.
  3. You can select products and bundles to sell and please click Next.
  4. If you need to edit the price and quantity for each product and bundle please edit and then click Save.

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You can quickly select products and bundles to sell by clicking Scan Barcode.

Sales Order Details

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Sales order details can be checked by clicking an order in the sales order list.

You can check the status history on the right side and restore the order to the previous status.

Printing & Sending Sales Orders

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You can print or send sales orders.

Saved company information from Payment & Settings>General>Company Info will be included.

Editing & Deleting Sales Orders

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You can edit the order details by clicking Edit on the sales order.

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You can delete the order by clicking Delete on the sales order.

Status & Processing of Sales Order

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The order status will be processed from Sold CheckedStock Out Closed.

Sold Checked

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Once you’ve created a sales order, it will be marked as Sold Checked.

The order status history can be checked on the right side.

You can process Stock Out from this step, and bundles will be shown as linked products.

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If you disable Check status, it will show order details.

Processing Stock Out

There are two ways to process Stock Out.

  1. Check & Stock Out - Check the products and count quantity one by one.
  2. All Stock Out - Process Stock Out without counting quantity.

  • Check & Stock Out
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You can check the number of products you sold and insert each product’s quantity.

It’s more convenient if the Stock Out time is different for each product.

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By clicking Barcode Scanning Check, you can input the product quantity with scanning barcodes.

  • All Stock Out
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You can process Stock Out for the products you sold without checking the product quantity.

All products on the sales order will be stocked out, and the sales order will automatically change to Closed.