A sales order can be added with the Create new button or using the icon.

The information related to sales orders can be specified on multiple panels, these are the followings:

Create sales order

Sales order details

On the Create sales order section you can define the following details of the sales order:

1. Code: This is a read-only field that will be automatically filled with an auto-generated code upon the first save of the sales order.
2. Customer: You can select in this drop-down list the customer that placed the sales order. If you click on the symbol next to the field you can access the profile (Customer’s detail form) of the selected customer.
3. Customer PO#: This is the customer PO number.
4. Date: You can use this date-picker to select the date when the sales order was created.
5. Due date: You can select in this field the due date of the sales order indicating the deadline by which the processing of the sales order should start. If the sales order is not sent into production by this date, the sales order can be cancelled and in this case the due date will represent its cancel date as well.
6. Priority: You can assign a priority level to the sales order using this drop-down field, based on which the PIRO Fusion users will know which orders have to be processed first. There are four priority levels available: low, normal, medium, urgent, high rush.
7. Status: You can specify in this field the status of the sales order within the process of being converted into a job order. There are four statuses available for sales orders:
   1. New: When a sales order is created its status will be New by default.
   2. Processing: If the sales order items are fully converted to job order items the status of the sales order will automatically change to Processing. The status can be set to processing manually as well.
   3. Finished: When the order included by a sales order has been completed its status can be set to finished. Sales orders with this status can be added directly to invoices with the Add sales order button on the Invoice details form.
   4. Cancelled: If the customer cancels the conversion of the sales order items into job order items, the status of the sales order can be set to cancelled. In this case the sales order won’t be shown by default in the sales order list.
8. Payment term: You can assign in this drop-down field a payment term to the sales order indicating the deadline by which its total value has to be paid after the invoice (that includes the SO) is received.
9. Payment type: A payment type can be assigned to the sales order in this drop-down. The payment type specified on the customer’s profile (Customer’s detail form) will be selected by default in this field.
10. Job memo: You can you can add any custom information to the sales order in this text-box (like designer comments, customer comments) if it is necessary. This information can be used internally by the PIRO Fusion users, however it can be also displayed on printed reports.