Knowledgebase & Support

The Sales Orders Module in MokoCRM enables you to manage customer orders by transforming accepted proposals or creating new orders directly. Sales orders include detailed line items, customer information, delivery preferences, and can be linked to shipments, invoices, and stock movement.

The Sales Orders Module in MokoCRM enables you to manage customer orders by transforming accepted proposals or creating new orders directly. Sales orders include detailed line items, customer information, delivery preferences, and can be linked to shipments, invoices, and stock movement.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Sales Orders
2. Click Activate
3. Adjust settings like order numbering, templates, and delivery conditions as needed

📝 Creating a Sales Order

1. Go to Sales Orders → New Order
2. Select a Third Party (customer)
3. Enter order details:
   • Order date
   • Reference and Customer PO number (if applicable)
   • Expected delivery date
4. Add line items for products or services:
   • Qty, Unit Price, Tax, Discount
5. Save and generate a PDF confirmation

📦 Processing Orders

• Sales orders can be used to:
  • Generate Shipments
  • Generate Customer Invoices
• Track status: Draft, Validated, Shipped, Invoiced, Canceled
• Attach documents and internal notes
• View linked documents under the Linked Objects tab

🔁 Order Conversion

• Accepted Proposals can be converted into Sales Orders
• Sales Orders can then be:
  • Converted into Shipments
  • Converted into Invoices
• Product stock can be updated automatically when linked to shipments

📊 Tracking and Reporting

• Use filters by order status, customer, date, or salesperson
• Export data to CSV or PDF
• Monitor order fulfillment, delivery timelines, and billing status

📌 Best Practices

• Use consistent order templates to align with business branding
• Always validate orders to lock pricing and terms
• Link orders with stock and shipment modules for full traceability
• Keep internal notes for fulfillment or billing staff
• Monitor open orders weekly to reduce delays in invoicing or delivery