===== Sales Order ===== When to use a Sales Order - **Confirmed Order**: When sales or service orders are confirmed but have not yet been delivered. - **Partial Delivery**: Only part of the order has been delivered and a full invoice cannot be issued yet. - **Advance Payment**: An advance payment or deposit is required before final invoicing, a sales order can be used to generate a **proforma invoice** for collection. Please refer to the guide below for detailed information on sales order module. ++++ Manage Sales Order: Overview of the sales order list including their statuses | === Manage Sales Order === * Log on to [[https://app.chillhub.com.my|Chillhub App]] * Navigate the Sales Order page by selecting **Menu** -> **Sales Order** \\ {{:salesorder:salesorder_1.jpg?600|}} * The following options are located on the toolbar * {{mdi>magnify?24}} **Search**: Allows you to search for specific data * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file. * {{mdi>plus?24}} **New**: Creates a new entry or record in the system. * Additional Filter & Summary: * **Select Month**: a calendar selector that allows you to filter sales order by a specific month. * **Monthly Total**: Displays a summarized breakdown of the sales order amounts for the selected month * **Total Incl. Tax**: The total sales order amount, including SST taxes. * **Total Excl. Tax**: The total amount before SST taxes are applied. * **Total Tax**: The total SST tax amount for all sales orders during the selected month. * Data Table: //(Note that some of these columns may be hidden in the row details)// * {{mdi>chevron-up?24}}: Expand row to view more details. * {{mdi>pencil?24}}: Modify sales order details (Mobile View: expand row to access) * {{mdi>content-copy?24}}: Duplicate an existing sales order (Mobile View: expand row to access) \\ //Notes: Payment, delivery details will not be copied over// * {{mdi>dots-horizontal?24}}: Opens a menu with additional options * {{mdi>receipt?24}}: Create a new invoice or modify an existing one for the sales order. * {{mdi>calendar-month?24}}: Assign teams and schedule the service or delivery date on the calendar. * {{mdi>truck?24}}: Ship the delivery items on the sales order from the selected warehouses * **Sales Order No.**: The unique identifier for the sales order * **Status**: Shows the current status of the sales order (e.g., Pending, Confirmed, Cancelled) * {{mdi>clock-outline?24}} **Pending**: The sales order has not yet been finalized. * {{mdi>check-circle?24}} **Confirmed**: The sales order has been finalized and sent to the customer. * {{mdi>minus-circle?24}} **Cancelled**: The sales order has been canceled, and all associated payments and deliveries will be reversed * **Date**: The date the sales order was placed * **Customer**: The name of the customer associated with the sales order. * **Address**: Shows the address of the customer. * **City**: The city where the customer is located. * **Contact No.**: The contact number for the customer. * **Terms**: The payment terms agreed with the customer. * **External Code**: External reference code used to link this customer to an external accounting system. * **Remark**: Any additional notes or remarks related to the sales order. * **Purchase Order No.**: The purchase order number related to the sales order. * **Quotation No.**: Displays the quotation number related to the sales order. * **Invoice No.**: The invoice number associated with the sales order. * //Once a sales order has been invoiced, it can no longer be edited. Any modifications should be made directly to the corresponding invoice.// * **Employee**: The name of the employee (e.g. salespersons) responsible for the sales order. * **Total Incl. Tax**: The total amount of the sales order, including applicable taxes. * **Total Tax Amount**: The total amount of SST tax applied to the sales order. * **Total Excl. Tax**: The total amount of the sales order, excluding taxes. * **Paid**: Total amount paid toward the sales order. * **Currency**: The currency code used for this document (e.g., MYR, USD). * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order. * **N/A**: No deliverable items is included. * **None**: No delivery has been initiated or scheduled. * **Partial**: Some items have been delivered or planned for delivery, but not all. * **Ready**: All items are ready for delivery but have not yet been dispatched. * **Return**: Some items are scheduled for return but pending. * **Shipped**: The delivery has been completed and shipped to the customer. * **Cancelled**: The sales order has been canceled, any associated delivery and shipping have been reversed. * **Job Completion Status**: * **N/A**: No service items is included. * **None**: No job completion note recorded yet. * **Partial**: Some services completed, others pending. * **Completed**: All service items are fully completed. * **Cancelled**: The invoice has been canceled. * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the sales order. * **Not Paid**: No payment has been made towards the sales order. * **Partial**: A partial payment has been made, but the full amount is still outstanding. * **Paid**: The full amount of the sales order has been paid. * **Overpaid**: The amount paid exceeds the sales order total. * **Cancelled**: The sales order has been canceled, so payment has been reversed. * **Scheduled**: Indicates whether the sales order has been scheduled for service and delivery. * **Accounting Sync Status**: Current synchronization status of the prepayments with the external accounting system. * **Pending** – The payments are queued for synchronization. * **Synced** – The payments have been successfully synchronized. * **Cancelling** – A cancellation request is being processed. * **Cancelled** – The payments has been successfully cancelled in the external accounting system. * **Error** – Synchronization failed due to an error. * **Not Synced** – The payment has not been sent for synchronization. ++++ === Sales Order Form === ++++ Accessing Sales Order Form: How to create or edit sales order in the system from different entry points | == Accessing Sales Order Form == - **From Sales Order Page**: Click the New {{mdi>plus?24}} button to create a new sales order. To modify an existing sales order, click the Edit {{mdi>pencil?24}} icon on the corresponding row in the data table. - **From Quotation Page**: On the data table row, click the Options {{mdi>dots-horizontal?24}} button to open a menu, then select {{mdi>cart?24}} **Create/Edit Sales Order** to create or modify the corresponding sales order. * All **quotation information, items** will be copied over to the sales order. - **From Scheduling Form**: Create or edit the scheduled job, go to **More Information** panel, click **New Sales Order** or **Edit Sales Order** button to create or modify the corresponding sales order. * **Customer information** copied over to the invoice. If the job details differ from the billing information, update them accordingly. - **From Shipping Page**: On the data table row for an sales order shipping record, click the Edit {{mdi>playlist-edit?24}} button to modify the corresponding sales order. ++++ ++++ General: Key details such as sales order number, date and customer information | == General == \\ {{:salesorder:salesorder_2.jpg?500|}} * **Status**: Shows the current status of the sales order (e.g., Pending, Confirmed, Cancelled) * **Employee**: The name of the employee (e.g. salespersons) responsible for the sales order. * **Sales Order No.**: The unique identifier for the sales order. Automatically generated by the system. \\ If an sales order number conflict occurs, click the Refresh {{mdi>refresh?24}} icon to generate a new sales order number * **Date**: The date the sales order was issued. * **Customer** * **Billing**: The customer's billing information, used for invoicing * {{mdi>qrcode-scan?24}}: Scan Taxpayer QR code from MyInvois App to automatically populate customer information. * Visit [[https://myinvois.hasil.gov.my/content?path=/userguide/Generate%20QR%20Code%20for%20Taxpayer%20Profile.md&portal=mobile&lng=en|User Guide on How to generate Taxpayer QR Code in MyInvois App]] * **Customer**: The name of the customer to whom the invoice is issued. * **Contact No.**: The contact number for the billing customer. * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer. * **Person in Charge**: The main contact person at the billing customer’s company. * **Email Address**: The billing customer's email address. * **Individual/Company Toggle**: A button to switch between Individual and Company modes, ensuring only the relevant customer information is displayed. * **ID Type**: The type of identification used, such as NRIC, BRN (Business Registration Number), Passport No., or Army ID. * **ID No.**: The customer identification number corresponding to the selected ID type. \\ //Note: For BRN, use the new format (e.g., 202001234567).// * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ //E.g. A01-2345-67891012// * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222// * {{mdi>cloud-download?24}}: Retrieve Tax Identification Number (TIN) from the MyInvois System using the corresponding ID Number (e.g., NRIC, BRN). * **Use Default TIN**: Use //EI00000000010// as Tax Identification Number. * **Address**: Billing address of the customer * {{mdi>map-marker?24}}: Click to open the location in Google Maps. * **Postcode**: Billing postcode of the customer * **City**: Billing city of the customer * **State**: Billing state of the customer * **Country**: Billing country of the customer * **Terms**: The payment terms agreed with the customer (Configure options at **Settings** -> **Terms**) * **External Code**: External reference code used to link this customer to an external accounting system. * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information. * Select //<>// to automatically create a new customer record in the external accounting system. * A //Default Debtor// Code can be configured in the system settings and selected for general or walk-in customers. * **Clear all** button: Reset all entered customer billing info and start fresh. * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info) * **Different from billing info**: Enable this option if any customer's delivery details are not the same as their billing information. * **Customer**: The name of the customer to whom goods and services are delivered. * **Contact No.**: The contact number for the delivery customer. * {{fa>whatsapp?24}}: Click to open WhatsApp chat with the customer. * **Person in Charge**: The main contact person at the delivery customer’s company. * **Email Address**: The delivery customer's email address. * **Address**: Delivery address of the customer * {{mdi>map-marker?24}}: Click to open the location in Google Maps. * **Postcode**: Delivery postcode of the customer * **City**: Delivery city of the customer * **State**: Delivery state of the customer * **Country**: Delivery country of the customer * **Clear all** button: Reset all entered customer delivery info and start fresh. * **More Information** * **Industrial Classification (MSIC) Code**: Select the appropriate MSIC Code, which is required for e-Invoice submission. \\ Defaulted to default MSIC Code in the Profile - Click the “X” on the right to clear the textbox. - Type in keywords related to your business type (e.g., “retail,” “manufacturing,” “information technology”) to narrow down your options. - Choose the most relevant MSIC Code that best describes your business activities. * Visit [[https://msic.stats.gov.my/bi/index.php|Official MSIC Code System]] to find out more MSIC code details * **P/O No.**: The Purchase Order number associated with the sales order. * **Quotation No.**: The quotation number related to the sales order. (Auto populated if sales order is created from quotation) * **Invoice No.**: The invoice number linked to the sales order. (Auto populated if invoice is created from sales order) * **SST Tax Rate**: The applicable Sales and Services Tax (SST) rate for the sales order. Defaulted to default SST Rate in Settings * **SST Tax Type**: The applicable Sales and Services Tax (SST) type for the sales order. Defaulted to default SST Type in Settings * Refer to: //[[https://sdk.myinvois.hasil.gov.my/codes/tax-types/]]// * **Currency**: The currency code used for this document (e.g., MYR, USD). * Activate Multi-currency add-on in the subscription plan to select foreign currencies. * **Exchange Rate**: The rate used to convert the document currency to the base currency (Available only when a foreign currency is selected). * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available. * **Accounting Integration**: * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information. * **Accounting Sync Status**: Displays the current synchronization status of the prepayments with the external accounting system. * //Pending// – The payments are queued for synchronization. * //Synced// – The payments have been successfully synchronized. * //Cancelling// – A cancellation request is being processed. * //Cancelled// – The payments has been successfully cancelled in the external accounting system. * //Error// – Synchronization failed due to an error. * //Not Synced// – The payments have not been sent for synchronization. * **Accounting Sync Timestamp**: Shows the date and time when the payments was last synchronized with the external accounting system. * **Accounting Sync Error**: Displays the error message returned by the external accounting system, if synchronization fails. * **Retry Sync**: Button to retry synchronization for invoices that failed. * **Remark**: Any additional notes or remarks related to the sales order. ++++ ++++ Items: Adding and managing products or services in the sales order. | == Items == \\ {{:salesorder:salesorder_3.jpg?500|}} * The following options are located on the toolbar * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). * {{mdi>plus?24}} **New**: Add a new item. * {{mdi>dots-horizontal?24}} **Add More**: * **New Section**: Create a new section within the sales order. Subtotals will be calculated for each section individually. * **New Discount**: Add a discount to the sales order. * **Data Table**: (Note that some of these columns may be hidden in the row details) * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View) * {{mdi>pencil?24}}: Modify item details (Mobile View: expand row to access) * {{mdi>delete?24}}: Delete item (Mobile View: expand row to access) * {{mdi>dots-horizontal?24}}: More options * {{mdi>format-indent-increase?24}} **Add Indent**: Indent the selected item * {{mdi>format-indent-decrease?24}} **Remove Indent**: Outdent the selected item * {{mdi>arrow-up?24}} **Move Up**: Shift the selected item or section upward in the list * {{mdi>arrow-down?24}} **Move Down**: Shift the selected item or section downward in the list. * **Item**: The name the item being sold * **Qty**: The quantity of the item being sold * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters) * **Unit Price**: The price per unit of the item. * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**. * **Footer**: * **Total Excl. Tax**: The total amount of the sales order, excluding tax. * **Total Incl. Tax**: The total amount of the sales order, including tax. * **Total SST**: The Sales and Services Tax (SST) amount applied to the sales order. * **Item Form** \\ {{:salesorder:salesorder_7.jpg?500|}} * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.// * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns * **Type**: Choose the type of item being sold: **Product**, **Product Type**, **Service**, or **Custom** * **Product / Service / Product Type / Custom**: Select the specific item based on the chosen type. * **Product**: Represents specific goods, items and parts offered by the organization * {{mdi>warehouse?24}}: Click to view the current inventory level for this product. * **Product Type**: Used when specific products are unknown or not tracked in the system. * **Service**: Additional charges or non-physical offerings that your company provides * **Custom**: Enter free text to define an item not covered by the predefined master data. * **Qty**: The quantity of the item. * **UOM**: The unit of measurement for the item (e.g., pcs, kg, liters) * For items with UOM conversion, an alternate UOM can be selected to ensure accurate inventory tracking. * **Non-billable consumption**: Materials are deducted from stock for the job but are not charged to the customer or shown on their document. * Applicable only when item type is **Product** * Price cannot be set when this option is enabled. * **Unit Price**: The price per unit of the item. * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies. * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate. * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**. * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies. * **SST Taxable**: Indicates whether the item is subject to Sales and Services Tax (SST). * Activate SST add-on in the subscription plan to enable the SST feature. * **Tax Amount**: The SST amount applied to the item. * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies. * **Total Incl. Tax**: The total price for the item, including SST, calculated as **Subtotal + Tax Amount**. * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies. * **Section Form** \\ {{:salesorder:salesorder_9.jpg?400|}} * **Section**: The name or description of the section. (Subtotals will be calculated for each section) * **Discount Form** \\ {{:salesorder:salesorder_8.jpg?500|}} * **Discount Description**: A brief description of the discount being applied. * **Discount Amount**: The monetary value of the discount applied to the item or sales order. * When a foreign currency is selected, Discount Amount is shown in both local and foreign currencies. * Updates to Discount Amount in either currency will automatically recalculate the corresponding value using the exchange rate. * **SST Taxable**: Indicates whether the discount is subject to Sales and Services Tax (SST). * **Tax Amount**: The SST amount applied to the discount. * When a foreign currency is selected, Tax Amount is shown in both local and foreign currencies. * **Total Incl. Tax**: The total discount for the item, including SST, calculated as **Discount Amount + Tax Amount**. * When a foreign currency is selected, Total Incl. Tax is shown in both local and foreign currencies. ++++ ++++ Delivery: Specify delivery details and the warehouse for stock deduction. | == Delivery == \\ {{:salesorder:salesorder_4.jpg?500|}} * The following options are located on the toolbar * **Delivery Status**: Displays the current delivery status (e.g., None, Partial, Shipped) of the sales order. * **N/A**: No deliverable items is included. * **None**: No delivery has been initiated or scheduled. * **Partial**: Some items have been delivered or planned for delivery, but not all. * **Ready**: All items are ready for delivery but have not yet been dispatched. * **Return**: Some items are scheduled for return but pending. * **Shipped**: The delivery has been completed and shipped to the customer. * **Cancelled**: The sales order has been canceled, any associated delivery and shipping have been reversed. * {{mdi>plus?24}} **New**: Add a new delivery note. * {{mdi>dots-horizontal?24}} **Add More**: * **New Return Note**: Create a new return note. * **Data Table**: (Note that some of these columns may be hidden in the row details) * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View) * {{mdi>pencil?24}}: Modify delivery/return note details (Mobile View: expand row to access) * {{mdi>delete?24}}: Delete delivery/return note (Mobile View: expand row to access) * **Delivery/Return Note No.** :The unique identifier for the delivery/return note * **Delivery Date**: The date when the goods were delivered/returned. * **Remark**: Any additional notes or comments related to the delivery/return * {{mdi>truck?24}} **Ship**: Button to edit shipping information for the delivery items. //(Button is disabled if there are unsaved delivery order changes)//. * **Delivery/Return Form** \\ {{:salesorder:salesorder_10.jpg?400|}} {{:salesorder:salesorder_12.jpg?400|}} * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.// * **Delivery/Return Note No.** :The unique identifier for the delivery/return note. Automatically generated by the system. * **Delivery/Return Date**: The date when the goods were delivered/returned. * **Data table for Delivery Note** * {{mdi>warehouse?24}}: Click to view the current inventory level for this product. * **Product**: The specific item or product being delivered. * **Balance**: The remaining quantity of the product yet to be delivered. * **Qty to Deliver**: The quantity of the product to be delivered in this delivery note. * **Data table for Return Note** * {{mdi>warehouse?24}}: Click to view the current inventory level for this product. * **Product**: The specific item or product being returned. * **Qty to Deliver**: The total quantity delivered in other delivery notes. * **Qty to Return**: The quantity of the product to be returned in this return note. * **Auto ship from/ Auto return to**: * **Auto ship from**: Automatically ships and deducts the quantity on hand from the selected warehouse. (Only at Delivery Note) * **Auto return to**: Automatically return and increase the quantity on hand to the selected warehouse. (Only at Return Note) * //Alternatively, users can perform shipping on the shipping page, where multiple warehouse selections and serial number barcode scanning are supported// * **Remark**: Any additional notes or comments related to the delivery/return * **View Document**: View, print and share delivery/return note document. * **Form Validations**: - The quantity to deliver cannot be less than the quantity already delivered (Shipped). - The quantity to return cannot be less than the quantity already returned (Shipped). - At least one item must be marked for delivery. - The quantity to deliver cannot exceed the sales quantity. - The quantity to return cannot exceed the quantity to deliver. ++++ ++++ Job Completion: Records the progress and completion status of the services linked to the sales order. | == Job Completion == \\ {{:salesorder:salesorder_13.jpg?500|}} * The following options are located on the toolbar * **Job Completion Status**: Displays the current job completion status (e.g., None, Partial, Completed) of the sales order. * **N/A**: No service items is included. * **None**: No job completion note recorded yet. * **Partial**: Some services completed, others pending. * **Completed**: All service items are fully completed. * **Cancelled**: The invoice has been canceled. * {{mdi>plus?24}} **New**: Add a new Job Completion Note. * **Data Table**: (Note that some of these columns may be hidden in the row details) * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View) * {{mdi>pencil?24}}: Modify job completion note details (Mobile View: expand row to access) * {{mdi>delete?24}}: Delete job completion note (Mobile View: expand row to access) * **Job Completion Note No.** :The unique identifier for the job completion note * **Service Date**: The date when the services were delivered. * **Remark**: Any additional notes or comments related to the services. * **Job Completion Note Form** \\ {{:salesorder:salesorder_14.jpg?400|}} * **Job Completion Note No.** :The unique identifier for the job completion note. Automatically generated by the system. * **Service Date**: The date when the services were delivered. * **Data table for Job Completion Note** * **Service**: The specific services being delivered. * **Balance**: The remaining quantity of the services yet to be delivered. * **Additional Notes**: Optional remarks or details about the service outcome, observations, or other relevant information included in the document. * **Remark**: Any additional notes or comments related to the job completion note. * **View Document**: View, print and share job completion note document. * **Form Validations**: - At least one item must be marked for delivery. - The quantity to deliver cannot exceed the sales quantity. ++++ ++++ Payment: Recording sales order payments | == Payment == \\ {{:salesorder:salesorder_5.jpg?500|}} * The following options are located on the toolbar * **Payment Status**: Indicates the payment status (e.g., Not Paid, Partial, Paid, Overpaid) of the sales order. * **Not Paid**: No payment has been made towards the sales order. * **Partial**: A partial payment has been made, but the full amount is still outstanding. * **Paid**: The full amount of the sales order has been paid. * **Overpaid**: The amount paid exceeds the sales order total. * **Cancelled**: The sales order has been canceled, so payment has been reversed. * **Currency Button Toggles**: Switch the displayed amounts between local and foreign currencies (Available only when a foreign currency is selected). * {{mdi>plus?24}} **New**: Add a new payment. * **Data Table**: (Note that some of these columns may be hidden in the row details) * {{mdi>chevron-up?24}}: Expand row to view more details. (available only in Mobile View) * {{mdi>pencil?24}}: Modify payment details (Mobile View: expand row to access) * **Date**: The date the payment was made. * **Method**: The method used for the payment (e.g., Cash, Credit Card, Bank Transfer) * **Amount**: The amount paid. * **Remark**: Additional notes or comments regarding the payment. * **Footer**: * **Total Billed**: The total amount billed on the sales order. * **Total Paid**: The total amount that has been paid. * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**. * **Payment Form** \\ {{:salesorder:salesorder_11.jpg?500|}} * //Form is read-only once the sales order has been invoiced. Any modifications should be made directly to the corresponding invoice.// * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system. * **Method**: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others) * **Date**: Specify the date the payment was made. * **Refund**: A checkbox to indicate that the payment is a refund. When selected, the system treats the transaction as a negative payment, deducting the amount from the total paid * **Amount**: Enter the payment amount. For refunds, input the refunded amount. * When a foreign currency is selected, Amount is shown in both local and foreign currencies. * Updates to Amount in either currency will automatically recalculate the corresponding value using the exchange rate. * **Exchange Rate**: The rate used to convert foreign currency payments to local currency (Available only when a foreign currency is selected). * {{mdi>currency-usd?24}}: Fetches the exchange rate from **Bank Negara Malaysia**, with fallback to other providers if not available. * Updates to the payment exchange rate will automatically recalculate the foreign exchange gain or loss. * **Ref. No.**: A reference number for the payment (e.g., transaction ID, cheque number). * **Foreign Exchange Gain/Loss**: The gain or loss resulting from exchange rate differences between the sales order and the payment. * **Accounting**: Assign accounts for the selected payment. By default, accounts are determined based on **Account Charts > Account Rules** and the **selected payment method** * **Cash Account**: Specifies the bank or cash account where the payment is received. * **Unearned Revenue Accounts**: Advance payment account where payment received before the invoice is created. * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between sales order and payment exchange rates. * Only available only when a foreign currency is selected. * **Remark**: Optional field for additional notes or comments related to the payment. * **View Receipt**: View, print and share receipt document. ++++ ++++ Document: Edit the header and footer templates of the sales order. | == Document == \\ {{:salesorder:salesorder_6.jpg?500|}} * **Subject**: The subject line of the sales order. Defaulted to the sales order subject configured in Settings. * **Footer**: The footer section of the sales order. Defaulted to the sales order footer configured in Settings. ++++ ++++ Form Actions: Available actions such as saving, canceling, sharing or printing the sales order | == Form Actions == * **View Document**: View, print and share sales order document. * **As Sales Order**: Generates a standard sales order document. * **As Proforma Invoice**: Generates a proforma invoice for advance payment or quotation purposes. * **As Service Order**: Generates a service order document for service-based transactions. * **Save & Close**: Save and close the form * **Save as Pending**: Save the sales order in a draft state without finalizing it. * **Save as Confirmed**: Finalize and confirm the sales order. * **Save as Cancelled**: Cancel the sales order along with any associated deliveries and payments. * **Save & Continue**: Save and leave the form open * **Save as Pending**: Save the sales order in a draft state without finalizing it. * **Save as Confirmed**: Finalize and confirm the sales order. * **Save as Cancelled**: Cancel the sales order along with any associated deliveries, invoices, costs, and payments. ++++ Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.