Process sales orders /visma-net-erp/help/sales/process-sales-orders section Customer purchase orders are entered into the system as sales orders. 2026-02-19T17:09:06+01:00 # Process sales orders Customer purchase orders are entered into the system as sales orders. Customer purchase orders are entered into the system as sales orders. Sales order fulfillment workflow depends on the organisation's business and may involve reservation of stock for specific orders, transfers of the stock from wholesale warehouses, back ordering of the stock that is not available, purchasing specific items directly to sales orders, or drop shipments. These topics describe the general order processing options available in Visma Net and processing options for some of the predefined order types. Work with sales orders (new) /visma-net-erp/help/sales/process-sales-orders/work-with-sales-orders-new section 2026-02-19T17:09:06+01:00 # Work with sales orders (new) The new [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window is under construction. New functionality is added continuously, but already implemented functionality works as it should. To see which functionality is already implemented, what is in progress and still to come, click the **Road map** icon ![road map](/media/visma-net-erp/roadmap.png). If you are working with an order and are missing functionality, you can switch to the classic window and continue there. Click the **Open in classic window** button to open the same order number in the classic window. ## Differences between classic and new window Below an overview of existing functions that are in a different place in the new window compared to the classic window: |Functionality|Classic window|New window| |---|---|---| |**Create shipment**|**Actions**|Window footer| |**Currency**|Top part|**Financial settings** tab| |**Delete order**|Window toolbar|**Actions**| |**Notes**|Window toolbar|Top part| |Print order/quote|**Reports**|Window footer ( **Preview document** button)| |Quantities per order line|Table footer after selection of order line|Columns in table **Order lines** tab| |**Ship via**|**Delivery settings** tab|Top part| |Set order statuses|**Actions** / **Hold** check box in top part|Status selectable directly in status field| ## More guides + [Change the order status](/visma-net-erp/help/sales/process-sales-orders/change-the-order-status/) + [Create a sales order (new)](/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-new/) + [Create a shipment](/visma-net-erp/help/sales/process-sales-orders/create-a-shipment/) + [Display profit and margin totals](/visma-net-erp/help/sales/manage-document-types-and-work-flows/display-profit-and-margin-totals/) + [Hide and rearrange columns](/visma-net-erp/help/sales/process-sales-orders/hide-and-rearrange-columns/) + [Mark line for purchasing and create purchase order](/visma-net-erp/help/sales/process-sales-orders/mark-line-for-purchasing-and-create-purchase-order/) + [Print, email or export an order](/visma-net-erp/help/sales/process-sales-orders/print-email-or-export-an-order/) + [Update a column for all order lines](/visma-net-erp/help/customer-ledger/salespersons/update-a-column-for-all-order-lines/) About shipping rules /visma-net-erp/help/sales/process-sales-orders/about-shipping-rules page The shipping rules specified for a particular sales order define how the goods for the sales order should be shipped; whether they should be shipped only in full or partial shipments for the available quantities are allowed. 2026-02-19T17:09:06+01:00 # About shipping rules The shipping rules specified for a particular sales order define how the goods for the sales order should be shipped; whether they should be shipped only in full or partial shipments for the available quantities are allowed. The shipping rules specified for a particular sales order define how the goods for the sales order should be shipped; whether they should be shipped only in full or partial shipments for the available quantities are allowed. The shipment rules for a sales order are applied when you create a shipment for the order manually by using the **Create shipment** action in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, or automatically, by running the **Create shipments** process from the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window. ## Shipping rule options In the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, you can specify the shipping rule for the sales order document as a whole (the **Shipping rule** field on the **Delivery settings** tab) and for each order line (in the **Shipping rule** column on the **Document details** tab). The document-level rule is inserted by default for each line of the order, but you can change the rule for any line as needed. You can specify any of the following shipping rule options for order lines and for orders: + **Back orders allowed** + **Cancel remainder** + **Ship only when complete** The shipping rules applied to order lines are explained in the following table.
Shipping rule option Result
Back orders allowed

The item specified in the line can be included in a shipment if any non-zero quantity that is equal to or less than the ordered quantity is available for shipping. The remaining quantity (if applicable) is shown as the Open quantity on the line. The ordered quantity can be shipped in multiple shipments.

The line gets the Completed status once the full ordered quantity has been shipped.

Note

If you have classes of stock items for which negative quantity is allowed and if you do not want to rely completely on availability data, select the Add zero lines for items which are not in stock check box in the Sales order preferences (SO101000) window. Then, for order lines with the Back orders allowed shipping rule, a zero-quantity line will be added to the shipment if the item is not in stock, and you will be able to manually enter the actually available quantity of the item.
Cancel remainder

The item specified in the line can be included in a shipment if any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.

With this shipping rule, shipping for the line is performed only once. After this shipment has been confirmed, the line is marked as Completed, and the Open quantity value is set to zero.
Ship only when complete

The item specified in the line can be included in a shipment only if the full ordered quantity is available for shipping. After this shipment has been confirmed, the line has the Completed status in the Sales orders (SO301000) window.

If the quantity of the item that is available for shipping is less than the ordered quantity, then the item in this line is not included in the shipment. The ordered quantity is shown as the Open quantity, and the line remains Open.
See the table below for details about how the shipping rule of a sales order affects the automatic processing of the sales order (performed by using the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window). > [!NOTE] > If you initiate shipment creation manually (by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window) and the system detects the shortage of the items, the system displays the message informing you that the order cannot be shipped in full so that you can make an appropriate decision on the fulfillment of this order and either change the quantities, or create a partial shipment, or change the order status to **Back order** manually.
Document-level rule Result
Ship only when complete

If shipping cannot be performed for each line of the order, no shipment is created, and the order gets the Back order status.

The shipment is created (and the order gets the Shipping status) if shipping can be performed for each line; that is, if the lines meet the following criteria:

  • For each Ship only when complete line The ordered quantity is available for shipping and can be shipped in full.
  • For each Cancel remainder line Any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.
  • For each Back orders allowed line Any non-zero quantity that is equal to or less than the ordered quantity is available for shipping.

You cannot specify different Requested on dates for different lines in the order.

When the shipment has been confirmed, the order gets the Completed status if all the lines have the Completed status. If any line is not completed, the order gets the Back order status.
Cancel remainder

If shipping cannot be performed for any of the order lines, no shipment is created, and the order gets the Back order status.

If full or partial shipping can be performed for at least one line (according to the line’s shipping rule), the shipment is created.

You cannot specify different Requested on dates for different lines in the order.

When the shipment has been confirmed, the order gets the Completed status if at least one line has the Completed status and the lines not included in shipment have the Cancel remainder rule. The order gets the Back order status if at least one line is not completed (that is, if it has non-zero open quantity).
Back orders allowed

If shipping cannot be performed for any of the order lines, no shipment is created, and the order gets the Back order status.

You can specify different Requested on dates for different lines in the order and get the different lines shipped on different dates.

Note

If you change the Requested on date for the order, the system will prompt you to choose whether you want to keep the dates specified for each line or to update the respective dates with the new Requested on date.

If full or partial shipping can be performed for at least one line according to the line’s shipping rule, the shipment is created.

After the shipment has been confirmed, the order gets the Back order status if other lines are not completed.
## Examples of the application of shipping rules The table below presents the examples that illustrate how the shipping rules specified for the sales order and its lines affect the fulfillment of the order. Assume this order has the following lines: + Line 1: **Product 1** with an ordered quantity of 150 + Line 2: **Product 2** with an ordered quantity of 100 Each row of the table shows a combination of shipping rules: + The first column displays the rule specified for the sales order as a whole. + The second column displays the rules specified for the lines of the sales orders. + The third column displays the quantity of each product that is available for shipping in the example in the row. + The fourth column displays, for the particular shipping rules and available quantities, the result of and conditions. + The table includes enough combinations to give you an idea how these settings work together without covering an overwhelming amount of detail. |Document-level rule|Shipping rules for order lines|Qty. available for shipping|Result| |---|---|---|---| |**Ship only when complete**|+ Line 1: Ship only when complete + Line 2: Ship only when complete|+ 300 + 2000|A shipment is created that includes both lines (150 of **Product 1** and 100 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the order gets the **Completed** status.| |**Ship only when complete**|+ Line 1: Ship only when complete + Line 2: Ship only when complete|+ 300 + 99|No shipment is created, and the sales order gets the **Back order** status.| |**Ship only when complete**|+ Line 1: Ship only when complete + Line 2: Cancel Remainder|+ 300 + 50|A shipment is created that includes both lines (150 of **Product 1**, and 50 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the order gets the **Completed** status.| |**Ship only when complete**|+ Line 1: Ship only when complete + Line 2: Back orders allowed|+ 300 + 50|A shipment is created that includes both lines (150 of **Product 1**, and 50 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the sales order gets the **Back order** status.| |**Cancel remainder**|+ Line 1: Ship only when complete + Line 2: Cancel remainder|+ 300 + 0|A shipment is created that includes only one line (150 of **Product 1** ), and the sales order gets the **Shipping** status. On shipment confirmation, the order gets the **Completed** status.| |**Cancel remainder**|+ Line 1: Ship only when complete + Line 2: Cancel remainder|+ 100 + 50|A shipment is created that includes only one line (50 of **Product 2**), and the sales order gets the **Shipping** status. On shipment confirmation, the order gets the **Back order** status.| |**Cancel remainder**|+ Line 1: Cancel remainder + Line 2: Cancel remainder|+ 0 + 0|No shipment is created and the sales order gets the **Back order** status.| |**Back orders allowed**|+ Line 1: Ship only when complete + Line 2: Cancel remainder|+ 300 + 50|A shipment is created that includes both lines (150 of **Product 1** and 50 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the sales order gets the **Completed** status.| |**Back orders allowed**|+ Line 1: Ship only when complete + Line 2: Back orders allowed|+ 300 + 50|A shipment is created that includes both lines (150 of **Product 1** and 50 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the order gets the **Back order** status.| |**Back orders allowed**|+ Line 1: Cancel remainder + Line 2: Back orders allowed|+ 100 + 50|A shipment is created that includes both lines (100 of **Product 1** and 50 of **Product 2** ), and the sales order gets the **Shipping** status. On shipment confirmation, the sales order gets the **Back order** status.| ## Shipment thresholds You can use under-shipment and over-shipment thresholds, in addition to shipping rules, to determine whether a shipment results in changing the status of the sales order line to **Completed**. On the **Document details** tab in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, for each line of a sales order, you can specify whether under-shipment and over-shipment are allowed as follows: + To allow over-shipment, you enter in the **Over-ship. threshold (%)** column a value greater than 100 (meaning 100%). For an order line with the **Ship only when complete** shipping rule for 100 yards of fabric, you might opt to have the whole lap shipped (a lap of fabric has 100 metres, and each metre is 1.093 yards). To do this, you can specify the over-shipment threshold at 110%, which allows up to 10% more fabric than the ordered amount to be shipped. + To allow under-shipment, you enter in the **Under-ship. threshold (%)** a value that is less than 100 (meaning 100%). Suppose that when you create a shipment, for an order line with the **Back orders allowed** shipping rule, the system detects a small shortage of goods, for example, only 99 units are available for shipping and 100 have been ordered. If the line's under-shipment threshold was specified at 99% or lower, the 99 units for the line will be included in the shipment, the line will be marked as **Completed**, and no open quantity will be left on the line for a back order. > [!NOTE] > If 100(%) is specified in both these columns, it means that under-shipment or over-shipment are not allowed. ## Default values for shipping rules You can set up default values to be used for shipping rules on sales orders and order lines. During the implementation process or at any time after, you can specify the shipping rule for each customer class in the **Default delivery settings** section on the **General settings** tab of the [Customer classes (AR201000/AR2010PL)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window. Then when you create a new customer account for a customer of this class, the customer will get the default shipping rule value along with other default values from the customer class. For each customer, the shipping rule is specified on the **Delivery settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window. When you create a sales order and select the customer, the sales order automatically gets the default shipping rule you specified for the customer. If the **Business account locations** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, the customer locations generally get the default shipping rule values from the customer accounts. If needed, you can specify different default shipping rules for different locations of the customer. ## Default shipping rules for transfer orders Because transfer orders are created to account for transfers between warehouses, and warehouses are assigned to branches, the default shipping rules can be specified for branches on the **Delivery settings** tab of the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window.

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Windows

 About sales order processing options /visma-net-erp/help/sales/process-sales-orders/about-sales-order-processing-options page In Visma Net, you can control the steps required to process your sales orders, from entry to shipping and invoicing. 2026-02-19T17:09:06+01:00 # About sales order processing options In Visma Net, you can control the steps required to process your sales orders, from entry to shipping and invoicing. In Visma Net, you can control the steps required to process your sales orders, from entry to shipping and invoicing. In general, the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window is the starting point for entering and processing sales orders of the **SO** type. The specific procedures of this process depend on your organisation's requirements. ## Entering a sales order A sales order of the **SO** type is created to represent a customer request to buy goods in a specified quantity on a specified date. In a typical distribution organisation, the customer order may be taken over the phone or received by e-mail. Alternatively, if sales quotes are involved in your sales process, quotes can be used as templates for repeating orders for a particular customer. In this case, you can create sales orders by copying the quotes. To copy a quote to a sales order, you use the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window: Once you have selected the quote, select **Copy order** in the **Actions** menu. You can select whether to recalculate discounts on sales orders copied from quotes. After you copy a quote to a sales order, the quote remains open until you cancel it. New orders of the **SO** type will be saved with the **On hold** status by default, if the **Hold orders on entry** check box is selected for this order type on the status depends in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. A reference numbers for new orders are generated according to the number series assigned to this order type in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. A new sales order of the **SO** type is created by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. For a sales order, you specify the following information: + The customer, its location, and its tax information (VAT zone and VAT registration ID) > [!NOTE] > To facilitate order processing and tracking, you can attach scanned images or electronic versions of original customer orders to sales orders. + The payment terms + The payment method, if it is different from the default one + The shipping rule for the order and for each order line + The shipping terms + The carrier to be used for shipping + The included stock and non-stock items with their quantities, units of measure, and unit prices For items that have lot or serial numbers tracked in Visma Net, you can specify these numbers, thus reserving these particular items for the sales order. For each line selected on the **Details** tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, you can view the item availability information at the bottom of the window. If you notice that the ordered goods are not available, you can select the **Actions** - **Place on back order** action for the order. If the ordered items are out of stock at the shipping warehouse only, you can split order lines into multiple allocation schedules to fulfill the order by transfers from other warehouses. To ensure that your order will be fulfilled in a timely fashion, you can reserve the specified item quantities for the order (by marking them as allocated). For details on creating a sales order (of the SO type), see: [Create a sales order](/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order/) and [Create a sales order (SO) with allocations](/visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-with-allocations/). ## Reordering lines in sales orders You may need to reorder a sales order's lines, for example, if you need the lines of the printed document to be in a specific order, or if the customer wants you to sort the document lines in some custom order. Also, you may need to reorder a line or multiple lines in the existing sales order, or add a new line at the beginning of a list or in the middle of the list. You can reorder the lines of a sales order until it has been completed. The order number of each sales order line on the **Document details** tab is shown in the **Sort order** column (which is hidden by default). Once you reorder the lines, the system automatically regenerates the **Sort order** numbers for each document line. You can select the lines to be reordered in any combinations, such as the following: + A single sales order line (for example, line 3 or 8). To select a single line, click it. + Multiple non-contiguous lines (for example, lines 1, 3, and 7). To select these lines, hold the **Ctrl** key down while clicking the row selector next to the needed lines. + A contiguous group of sales order lines (for example, line 5 through line 9). To select a group of lines, select the first line in the group, and hold the **Shift** key down while clicking the last line in the group. (Alternatively, you can click the first line and then press **Shift+Down** arrow until all the needed lines are selected.) + A non-contiguous group of sales order lines (for example, line 5 through line 7, and line 10). To select a non-contiguous group of lines, hold the **Ctrl** key down while clicking the row selector next to the needed lines. All selected lines are grouped, and thus are moved contiguously, even if you have selected multiple non-contiguous document lines. After you have selected the needed lines, move them to the new place in the table in one of the following ways: + Drag the selected line or lines to the place where you want to move them. A thin red line between the table lines shows where these lines will be inserted. Once you drag the selected lines, the system moves these lines and regenerates the **Sort order** numbers for all the lines in the table. + When you need to move sales order lines between pages, cut the selected sales order lines and paste them to the new place in the table. To cut the lines, press **Ctrl+X**, or right-click the table and then click **Cut row**. Then click the line above which the cut lines should be inserted, and press **Ctrl+V**; alternatively, you can right-click the table, and then click **Insert cut row**. Once you reorder the lines, the system automatically regenerates the **Sort order** number for each document line. These numbers are used for numbering lines in the printable reports, such as printable sales order shown in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. You can cancel the line reordering by clicking **Cancel** in the window toolbar before you save these changes. > [!NOTE] > You cannot rearrange lines in the table if custom sorting by any column is applied to the table. ## Inserting lines into sales orders You can insert a single line to any place in the document. To do this, click the line above which the new line should be inserted and then press **Shift+Insert**, or right-click the needed line and then click **Insert row**. The system adds a new blank line. When you finish populating the line information and save your changes, the system automatically regenerates the **Sort order** numbers for all lines in the table. ## Changing the customer number in sales orders You may start to create a sales order by copying and pasting another sales order, which you use as a template. In such a case, you need to change the customer number specified for the sales order to another one. You can change the customer number in the **Customer** field of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window for a sales order that has one of the following statuses: + **On hold** + **Open** (if the order is new) + **Credit hold** (if the order is new) + **Back order** (if the new order has been placed on back order manually) When you change the customer number in the sales order, the system preserves the following information: + Order type, order number, and description + Currency ID, currency rate type, and currency rate + Document date and date when the customer wants to receive the goods + Order-level shipping rule, and shipping rules in the order lines + Item IDs and warehouses specified in the order lines + Hard allocations of inventory + Notes, activities, and attachments When you change the customer number in the sales order, the system updates the following document settings by using the settings of the newly selected customer: + Credit verification status + Salesperson commissions + Customer-specific settings on the **Document details**, **Financial settings**, **Payment settings**, and **Delivery settings** tabs + VAT and freight VAT category + Group and document discounts + Unit prices, except manual unit prices for which the **Manual price** check box is selected in the document line + Line discounts, except manual line discounts for which the **Manual discount** check box is selected in the document line The system does not automatically save the document after you change the customer number, so you can easily cancel these changes. There are some restrictions on changing the customer in a sales order. You cannot save the customer change in a sales order in any of the following cases: + The sales order has the **Open** status and is subject for approval. + The sales order has a linked shipment, invoice, IN issue, or drop-ship purchase order. + Credit card payments have been authorised or captured for the sales order. + Customer ledger payments or prepayments have been applied to the sales order. + The currency of the newly selected customer differs from the currency that was previously specified in the sales order, and the system cannot override the currency in the sales order. (This could happen if the currency override is not allowed for the newly selected customer.) > [!NOTE] > You can also change the customer number in a return orders that does not have lines linked to invoices and in a sales quote that is not linked to a sales order. To avoid situations when the system does not allow you to override the customer, we recommend that you create order templates by currency and by each unique set of shipping rules, to make sure that shipments are processed as expected. ## Specifying the shipping rules The way the order will be fulfilled depends on the shipping rules specified for the order and for each line of the order in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. The shipping rule specified for a line on the **Details** tab defines whether the stock item should be shipped only with the full ordered quantity or it can be shipped partially in one shipment or multiple shipments. For detailed information, see: [About shipping rules](/visma-net-erp/help/sales/process-sales-orders/about-shipping-rules/). The sales order has a default shipping rule if a rule has been specified for the customer in the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window or for the customer location in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window (if the **Business account locations** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window). If there is a default shipping rule for the customer or customer location, the system inserts the default rule for the order for each line of the order; however, you can override the shipping rule for any line and for the order if needed. ## Holding orders on a failed credit check By default, a credit check is performed for orders of the **SO** type, and the system displays a warning if the customer fails the credit check. However, if you want to instead hold sales orders on a failed credit check, you can select the **Credit check on entry** check box in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window for the **SO** type. If the customer fails the credit check, the order gets the **Credit hold** status. Orders placed on credit hold can be released from credit hold if customer payments were entered or order amounts were appropriately decreased. To release these orders from credit hold, you can perform the **Release from credit hold** action in the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window. This initiates credit checks for each selected order, and gives the order the **Open** status if the credit check is successful.

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 About invoice order processing options /visma-net-erp/help/sales/process-sales-orders/about-invoice-order-processing-options section An invoice order, which has the IN order type selected in the Sales orders (SO301000) window, is a special type of sales order that you create when goods requested by a customer have been shipped or delivered already. 2026-02-19T17:09:06+01:00 # About invoice order processing options An invoice order, which has the IN order type selected in the Sales orders (SO301000) window, is a special type of sales order that you create when goods requested by a customer have been shipped or delivered already. For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/). An invoice order, which has the **IN** order type selected in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, is a special type of sales order that you create when goods requested by a customer have been shipped or delivered already. The processing of orders of this type does not involve shipments. ## Invoice order creation New orders of the **IN** type will be saved with the **On hold** status by default if the **Hold orders on entry** check box is selected for this order type in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. The reference numbers for new orders are generated according to the number series assigned to this order type in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. An invoice order is created by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. For an invoice order, you specify the following information: + The order type **IN** + The customer, its location, and its VAT information (VAT zone and VAT registration ID) + A list of included stock and non-stock items with their quantities, units of measure, and unit prices + The credit terms + The payment method, if it is different from the default one For items that have lot or serial numbers tracked in Visma Net, you can specify these numbers, thus indicating that these particular items have been delivered to the customer. You should clear the **On hold** check box for the order to process its further. ## Approval of invoice orders If approval is required, when an invoice order is taken off hold, the system assigns an invoice order the **Pending approval** status and selects an approver for the order, in accordance with the approval map used for invoice orders. If the approver approves the order, the order gets the **Open** status. If the approver rejects the order, the order gets the **Rejected** status. If the order is then edited, the system changes the status to **Pending approval**. ## General workflow The processing of invoice orders involves using the following actions and generating the following documents. ![Images-SO_IN_Order_Flows](/media/visma-net-erp/Images-SO_IN_Order_Flows.png) You can prepare a sales invoice for a particular order by clicking **Actions** - **Prepare invoice** in the window toolbar of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, or you can create sales invoices by executing the **Prepare invoice** action for the multiple selected invoice sales orders in the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window. Inventory issues will be released automatically on release of invoices if the **Automatically release inventory documents** check box is selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window.

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Concepts

Windows

 About cash sales processing options /visma-net-erp/help/sales/process-sales-orders/about-cash-sales-processing-options section You create an order with the CS order type by using the Sales orders (SO301000) window when you sell items directly to the customer (with no shipping) and receive payment at that time. 2026-02-19T17:09:06+01:00 # About cash sales processing options You create an order with the CS order type by using the Sales orders (SO301000) window when you sell items directly to the customer (with no shipping) and receive payment at that time. For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/). The processing of orders of this type does not involve shipments. ## Cash sales order creation New orders of the **CS** type will be saved with the **On hold** status by default if the **Hold documents on entry** check box is selected for this order type in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. The reference numbers for new orders are generated according to the number series assigned to this order type in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window. An cash sale order is created by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. For a cash sales order, you specify the following information: + The customer, its location, and its VAT information (VAT zone and VAT registration ID) + The included stock and non-stock items with their quantities, units of measure, and unit prices + The payment information, which includes the payment method (card information if payment is performed with a credit card), cash account, and payment reference number You cannot save a cash sales order before you specify the payment reference number. For items that have lot or serial numbers tracked in Visma Net, you can specify these numbers, thus indicating that these particular items have been delivered to the customer. You should clear the **On hold** check box for the order to process its further. ## General workflow The processing of cash sales orders (which may include stock items and non-stock items) involves using the following actions and generating the following documents. ![Images-SO_CS_Order_Flow](/media/visma-net-erp/Images-SO_CS_Order_Flow.png) You can prepare a cash sales document in the Customer ledger workspace for a particular cash sales order by clicking **Actions** - **Prepare invoice** in the toolbar of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, or you can create the customer ledger cash sales documents by executing the **Prepare invoice** action for multiple selected cash sales orders in the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window. If the cash sales order includes only non-stock items, no inventory issue will be generated on release of customer ledger cash sales document. Inventory issues (if any) will be released automatically on release of customer ledger cash sales documents if the **Automatically release inventory documents** check box is selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window. A cash sales order gets the **Completed** status after both the customer ledger cash sales and inventory issue are released.

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Concepts

Tasks

Windows

 About suggested sales accounts /visma-net-erp/help/sales/process-sales-orders/about-suggested-sales-accounts page In Visma Net, the automatically suggested sales account on a sales or customer invoice line and a sales order line can be retrieved from different fields and windows. 2026-02-19T17:09:06+01:00 # About suggested sales accounts In Visma Net, the automatically suggested sales account on a sales or customer invoice line and a sales order line can be retrieved from different fields and windows. This topic gives an overview of how a suggested sales account is set. ## Sales account on sales order The sales account suggested on the order line in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window is determined by the selected option for the **Use sales account from** field in the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) window, according to the following table.
Use sales account from Sales account
Reason code According to the sales account set in the Reason codes (CS211000) window for the reason code set on the sales order line.
Posting class

According to the option selected for Use sales account from in the Posting classes (IN206000) window. This can be:

  • Item
  • Warehouse
  • Posting class

See below.

Item,

Warehouse, or

Customer location

 See below.
### Use sales account from Item, Warehouse, Customer location, and Posting class The table below gives an overview of how the sales account is set on the sales order line for **Item**, **Warehouse**, **Customer location** and **Posting class** (assuming **Posting class** is selected for **Use sales account from** in both the [Order types (SO201000)](/visma-net-erp/help/sales/sales-windows/order-types-so201000/) and [Posting classes (IN206000)](/visma-net-erp/help/inventory/inventory-windows/posting-classes-in206000/) window). The information applies when the line item has an item ID. #### Export type and General ledger account tab Note that the **Export type** value is first retrieved from the customer location, and if not set, from the customer class. If it is not set in the customer class either, the **Export type** is not set.
When Export type is Field in General ledger accounts tab
Domestic or not set, and line is taxable Sales account

Domestic or not set, and line is non-taxable,

or

Domestic exempt VAT

 Sales - non-taxable account
EU Sales - EU account
Export Sales - export account
The window from which the **General ledger accounts** tab is read, corresponds to the **Use sales account from** option in the following way:
Use sales account from Window
Item

Stock items (IN202500), or

Non-stock items (IN202000)
Warehouse Warehouses (IN204000)
Customer location Customer locations (CR303010)
Posting class Posting classes (IN206000)
#### Exceptions no item ID The above information applies for a sales order line with no item ID, except when the sales account is to be retrieved from the item or posting class of the item. In these cases, the sales account is retrieved according to the **Customer location** option. ## Sales account on customer invoices, sales invoices and cash sales The sales account suggested on lines with an item ID in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) , [Cash sales (AR304000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/) , and [Customer invoices (SO303000)](/visma-net-erp/help/sales/sales-windows/customer-invoices-so303000/) windows is determined by the selected option for the **Use sales account from** field in the [Posting classes (IN206000)](/visma-net-erp/help/inventory/inventory-windows/posting-classes-in206000/) window. This can be: + **Item** + **Posting class** ### Export type and General ledger account tab The table below gives an overview of how the sales account is set on the line for these options. Note that the **Export type** value is first retrieved from the customer location, and if not set, from the customer class. If it is not set in the customer class either, the **Export type** is not set.
When Export type is Field in General ledger accounts tab
Domestic or not set, and line is taxable Sales account

Domestic or not set, and line is non-taxable,

or

Domestic exempt VAT

 Sales - non-taxable account
EU Sales - EU account
Export Sales - export account
The window from which the **General ledger accounts** tab is read, corresponds to the **Use sales account from** option in the following way:
Use sales account from Window

Item, or

Warehouse

Stock items (IN202500), or

Non-stock items (IN202000)
Posting class Posting classes (IN206000)
#### Exceptions no item ID For a line with no item ID, the sales account is retrieved according to the **Export type** table above and from the **General ledger accounts** tab in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window. #### Invoice created from sales order If the sales invoice, customer invoice or cash sale is created from the sales order, the sales accounts on the lines are the same as in the sales order.

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Concepts

Windows

 About suggested VAT categories /visma-net-erp/help/sales/process-sales-orders/about-suggested-vat-categories page In Visma Net, the automatically suggested VAT category on lines in sales and customer invoices, sales orders, and cash sales, can be retrieved from different fields and windows. 2026-02-19T17:09:06+01:00 # About suggested VAT categories In Visma Net, the automatically suggested VAT category on lines in sales and customer invoices, sales orders, and cash sales, can be retrieved from different fields and windows. This topic gives an overview of how a suggested VAT category is set. The following table explains how the suggested VAT category on a sales order, sales invoice, customer invoice, and cash sale line is set.
IF you add a line THEN the suggested VAT category is
with an item ID

the VAT category of the item class belonging to the item, corresponding to:

  1. the customer location’s Export type, or if not set,
  2. the customer’s class’s Export type.

See the table below.
without an item ID the Default VAT category of the VAT zone set for the customer location.
## Export types and corresponding VAT categories Each **Export type** option for a customer location corresponds to one **VAT category** field in the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window, according to the following table: |Export type|VAT category| |---|---| |**Domestic**|**Sales VAT category**| |**Domestic exempt VAT**|**Exempt VAT sales VAT category**| |**EU**|**Sales EU VAT category**| |**Export**|**Export VAT category**| ## Export type not set When you add a line with an item ID and the **Export type** is not set for the customer location and customer class, the suggested VAT category is retrieved from: 1. the **Sales VAT category** field in the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window for the item class belonging to the item, or if this is not set, 1. the **VAT category** field in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) or [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window for the item ID. **Note**: in this case, make sure your **VAT report** is correct. ## Corresponding VAT category not set When the VAT category corresponding to the export type is not set, the item's standard VAT category ( **VAT category** field in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) or [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window) is suggested. ## Item's VAT category Note that if the VAT category is to be retrieved from the item, and the VAT category there does not have the **Sales** or **Both** VAT type in the [VAT categories (TX205500)](/visma-net-erp/help/vat/vat-windows/vat-categories-tx205500/) window, there will be an error on the line. |IF you add a line|THEN the suggested VAT category is| |---|---| |with an item ID|the item's **VAT category** in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) or [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window| |without an item ID|the **Default VAT category** of the VAT zone set for the customer location.| ## Invoice created from sales order If a sales invoice, customer invoice or cash sale is created from the sales order, the VAT categories on the lines are the same as in the sales order.

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Tasks

Windows

 About sales orders with allocations /visma-net-erp/help/sales/process-sales-orders/about-sales-orders-with-allocations section In Visma Net, you can reserve stock when you enter sales orders so that the items promised to a customer can’t be shipped to another customer. 2026-02-19T17:09:06+01:00 # About sales orders with allocations In Visma Net, you can reserve stock when you enter sales orders so that the items promised to a customer can’t be shipped to another customer. In Visma Net, you can reserve stock when you enter sales orders so that the items promised to a customer can’t be shipped to another customer. In cases when items are stocked at multiple warehouses, this helps your company avoid overstocks and stock outs because the system gives you the ability to reserve items at any warehouse and automates generating of transfers. This article describes the allocation options available for orders of the **SO** and**SA** predefined types. For descriptions of the order types, see: [About predefined types of sales orders.](/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-predefined-types-of-sales-orders/) > [!NOTE] > Notice that in your system, the predefined order types can be modified. ## Quantities booked and allocated Fulfillment of sales orders is most effective if the system displays correct information about the quantities of items that are on hand and available for shipping. For orders of different types, the system reflects the quantities of items on the orders differently. (For more information, see: [About predefined types of sales orders](/visma-net-erp/help/sales/manage-document-types-and-work-flows/about-predefined-types-of-sales-orders/).) The quantities of the items listed on sales orders of the **SO** type (regular sales orders) are generally shown in the system as the **SO prepared** quantities for orders with the **On hold**, **Credit hold**, **Pending approval**,and **Rejected** statues and as the **SO booked** quantities for orders with the **Open** status. You can view the availability information in the [Inventory allocation details](/visma-net-erp/help/inventory/inventory-windows/inventory-allocation-details-in402000/) window. The **SO booked**quantities are those shown on sales orders but not associated with particular orders. Booking imposes no actual restrictions on items. The booked quantities are shown for informational purposes only; these quantities of the items can be picked for any other orders and shipped. For sales orders of the **SA** type (sales orders), once a user saves a new sales order even with the **On hold** status, the system performs virtual **allocation** of the items for this order. That is, it actually reserves the requested quantities of the items. The quantities of the items that have been allocated for the order are added to**SO allocated** quantities and deducted from **Available for shipping** quantities (both of which are reflected in the [Inventory allocation details](/visma-net-erp/help/inventory/inventory-windows/inventory-allocation-details-in402000/) window); thus, these quantities cannot be shipped for another order. If the ordered quantity is available only partially and cannot be fully allocated at the specified locations, the quantity that has been allocated for the order will be added to the **SO allocated** quantity, while the remaining (unallocated) quantity will be added to the **SO back ordered** quantity. Once you allocate this quantity in other warehouses, the quantity is moved to **SO allocated**. > [!NOTE] > Non-stock items are considered as always available and cannot be allocated. The sections below describe in greater detail how the stock allocations are performed and how the quantities of the allocated items are reflected in the system. ## Allocation schedules for SA orders When you save an order of the **SA** type in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, the system automatically attempts to reserve the requested quantities of all line items in the specified warehouse. If you select any line of the order, you can then click**Allocations** in the toolbar of the **Document**details tab, and view whether the entire ordered quantity of the line item has been successfully reserved (allocated). For any of the line items, if the quantity in the specified warehouse is less than the requested quantity, the system reserves the available quantity for the order line and adds an additional allocation line for the remaining quantity. You can manually allocate the remaining quantity (or a part of it) in another warehouse or multiple warehouses. If you attempt to create a shipment before you allocate the entire quantities and if partial shipment is allowed by the specified line-level and order-level shipping rules, the system will be able to include only the allocated quantities into the shipment even if the ordered quantities are available for shipping at another location or locations but were not allocated for the order. > [!NOTE] > The **Allocations** button in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window is available if at least one of the following functionalities is enabled in your system: **Sales order to purchase order link**, **Multiple warehouse locations**, or **Lot and serial tracking**. To reserve the remaining quantity, you can choose one of the following scenarios: + You can specify another warehouse or multiple warehouses from which you can transfer the remaining quantity of the item. Select the **Allocated** check box for each additional line, specify the warehouse, and save the order. You can generate transfer orders for this sales order in the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window, and record the receipt of the transferred quantities on a purchase receipt by using the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window. After all the quantities of all line items are transferred to a single warehouse, you can create a shipment for the order. See the flowchart for this scenario below: ![Images-SAOrder_Flows](/media/visma-net-erp/Images-SAOrder_Flows.png) For details on processing transfer orders, see: [About processing transfer orders](/visma-net-erp/help/sales/process-transfer-orders/about-processing-transfer-orders/). + You can purchase the remaining quantity if the item is out of stock at other warehouses too. Whether or not you can create partial shipments depends on the shipping rules specified for the orders lines and for the whole order. [About shipping rules](/visma-net-erp/help/sales/process-sales-orders/about-shipping-rules/). You can specify that the remaining quantity should be purchased for the order by selecting the **Mark for** purchase order check box for the line on the **Details** tab. Once you take the sales order off hold, the order appears in the [Create purchase orders (PO505000)](/visma-net-erp/help/purchases/purchases-windows/create-purchase-orders-po505000/) window and you can generate a purchase order which will be linked to the original sales order. The quantity initially allocated for the order, remains allocated while the quantity that must be purchased remains unallocated. Once receipts for the remaining quantities are released, you can allocate the initially unallocated quantities manually by using the **Allocations dialog box** in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. Even if the **Replan back-orders** check box is selected in the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window, releasing inventory receipts does not update automatically plan types for sales orders with allocations (on release of receipts, the unallocated quantities still are shown as **Back ordered** until you manually allocate them). For more information, see: ## Allocation schedules for sales orders If you have a sales order of the **SO** type, you may choose to allocate (reserve) the requested quantity for a specific item or multiple items if this is required by your company policies or was requested by the customer. If you perform allocation for any item on a sales order with the **On hold**, **Credit hold**, **Pending approval**, **Rejected**,or **Open** status, the item quantity will be added to the **SO**allocated quantity shown for the item in the [Inventory allocation details](/visma-net-erp/help/inventory/inventory-windows/inventory-allocation-details-in402000/) window. Also, you may want to reserve the line item if the item is available but the quantity required for the order line is distributed between different warehouses and one or more transfers are required. > [!NOTE] > Transfer orders will be automatically generated only for the allocation schedules with the **Allocated** check box selected. ## Use of the allocations dialog box To allocate stock for a particular **SO** order, you use the**Allocations** dialog box, which opens once you click**Allocations** in the table toolbar of the **Document**details tab of the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. The**Allocations** dialog box can be invoked for each line of a sales order of the **SO** or **SA** type. By using this dialog box, for sales orders of the **SO** type, you can select whether to reserve the requested quantities in a single warehouse or multiple warehouses. For orders of the **SA** type, you can process the additional allocation lines generated by the system if the requested quantity cannot be shipped from the warehouse specified in the order. If the order line is marked for purchasing, the system automatically selects the **Mark for purchase order** check box for the line with the unallocated quantity in the **Allocations dialog box**. Also, you can use the **Allocations dialog box** to track the order fulfillment. For each allocation line, the **Related document** column contains the reference number of the document related to the current stage of the order fulfillment. > [!NOTE] > To view all the related documents, make sure the **Active** filter is not applied to the list of allocations. ## Availability calculation for orders with and without allocations The way the order quantity is reflected in the system depends on the settings selected for the item class in the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window. Generally, as the status of a sales order of the **SO** type changes, the order quantity updates the following total quantities: + The **SO prepared** quantity If the item's quantity is listed on an order with the **On Hold**, **Credit hold**, **Rejected**, or **Pending approval** status. + The **SO booked** quantity Once the order has been open with no quantities allocated. + The **SO allocated** quantity Once the shipment is created, the quantity that is included in the shipment. + The **On hand** quantity After the shipment has been confirmed and an invoice and inventory issue have been generated. The line item quantity on a sales order of the **SA** type updates the following quantities: + The **SO allocated** quantity Once a sales order of the **SA** type is created. + The **Back ordered** quantity The unallocated quantity that remains on the order. + The **SO allocated** quantity Once the received quantity (initially unallocated) is also allocated for the order. When a shipment is created, the quantity remains **SO allocated**. + The **On hand** quantity After the shipment has been confirmed and an invoice and an inventory issue have been generated.

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Windows

 About links between sales orders and purchase orders /visma-net-erp/help/sales/process-sales-orders/about-links-between-sales-orders-and-purchase-orders page If your company sells items that are purchased only when sales orders for these items exist, each sales order may result in multiple purchase orders for different suppliers, and each purchase order may include items from multiple sales orders. 2026-02-19T17:09:06+01:00 # About links between sales orders and purchase orders If your company sells items that are purchased only when sales orders for these items exist, each sales order may result in multiple purchase orders for different suppliers, and each purchase order may include items from multiple sales orders. If your company sells items that are purchased only when sales orders for these items exist, each sales order may result in multiple purchase orders for different suppliers, and each purchase order may include items from multiple sales orders. These factors make it difficult to track the fulfillment of sales orders. In Visma Net, if the **Sales order to purchase order link** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, you can easily link sales orders to existing purchase orders and receipts, to enable the tracking of sales order fulfillment. The system uses these links to allocate the items listed on purchase receipts for specific sales orders and to automate the creation of transfer orders, if needed. This functionality can be very helpful if you have multiple warehouses and perform purchasing only to particular larger warehouses (distribution centres). The system will generate the required transfers between warehouses, and you can easily track where the particular sales order is in the fulfillment process. This topic describes the general ways of specifying links between sales orders and purchase orders, and between purchase receipts and sales orders. ## Linking sales orders to purchase orders If you need to promptly fulfill a sales order line for which the quantity of the item is insufficient, or if the sales order includes an item that is purchased only for specific sales orders, you can mark the applicable lines for purchasing; that is, select the check box in the **Mark for purchase order** column. Also, after you have shipped the available quantity of an item, you may need to order the remaining quantity that was unavailable at the time of shipping; in this case, you also can select the **Mark for purchase order** check box for the line. You can include a sales order line that requires purchasing in a purchase order in one of the following ways: + By using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window: Select the sales order line, and then click **Create purchase order** in the **Actions** menu in the toolbar. + By using the [Create purchase orders (PO505000)](/visma-net-erp/help/purchases/purchases-windows/create-purchase-orders-po505000/) window: Select multiple lines of different sales orders to create multiple purchase orders for these sales orders. The system consolidates the item quantities and group the items by supplier as needed. You also can link the line of a sales order that has the **Mark for purchase order** check box selected to an existing purchase order that has not been released yet. For example: If you have created a new order that lists the same items as the existing purchase order, you can link this sales order to the existing purchase order as follows: Open the sales order in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, click **Purchase order link** in the table toolbar, and select the existing purchase order in the list. > [!NOTE] > If the purchase order has a quantity that exactly matches the total quantity on the sales orders that are already linked, you should first increase the quantity on the purchase order, and then link the sales order to this purchase order. ## Linking purchase receipts to sales orders Purchase orders are generated and emailed to suppliers. The items ordered in a sales order may be received to warehouses other than the warehouse specified on the sales order. If the users properly specify links between the purchase receipts and purchase orders, Visma Net enables tracking of sales order fulfillment, reserves the received items for sales orders, and automates transfers of the items, if needed. To make it possible to track items from receipts to original sales orders, you need to link each receipt to the corresponding purchase order in one of the following ways: + Open the purchase order in the [Purchase orders (PO301000)](/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/) window, and create a receipt for it by selecting **Enter purchase order receipt** from the **Actions** menu on the toolbar. + Create a receipt in the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window, and link all the related purchase orders to this new receipt by clicking **Add purchase order** or **Add purchase order line** on the table toolbar. To view the original sales orders linked to the purchase receipt, for each receipt line, click **View demand** in the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window. A dialog box opens that displays the list of sales orders that are linked to the purchase orders on which this receipt is based. After a receipt is properly linked to all the related purchase orders, you will be able to track the stage of fulfillment for each line of the original sales order by clicking **Allocations** in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. In the **Allocations** dialog box that opens, you can view an allocation that the system automatically performs to reserve the line item quantity required for the sale order on the purchase receipt. In the **Allocations** dialog box, you can also view the reference numbers of the related documents in the **Related documents** column: the purchase order and the receipt. (You can click any reference number of a related document to view the document.) On release of the receipt, the quantities of items required for the sales orders are deducted from the item quantities available for shipping. If items are received to a warehouse other than the warehouse specified on the sales order, the system will generate a transfer request, which you can use to create a transfer order by using the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window for a single transfer order, or in the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window for multiple transfer orders. For details, see: [Create a transfer order](/visma-net-erp/help/sales/process-transfer-orders/create-a-transfer-order/) and [Process multiple transfer orders](/visma-net-erp/help/sales/process-transfer-orders/process-multiple-transfer-orders/).

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Tasks

Windows

 Create a sales order /visma-net-erp/help/sales/process-sales-orders/create-a-sales-order section 2026-02-19T17:09:06+01:00 # Create a sales order 1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. 1. Select **SO** as the order type. 1. Select the customer in the **Customer** field. 1. Check the location of the customer on the order, and change it if needed. 1. Check the currency and the currency exchange rate on the customer document, and change these on the sales order if needed. 1. Notice the non-project code that is shown in the **Project** field, and select a particular project if this order is associated with the project. 1. Check the date of the order, and change it if needed. 1. In the **Requested on** field, specify the date when the customer wants to receive the order. 1. Provide a brief description for this sales order. 1. On the **Delivery settings** tab, check the ship-to information. 1. Notice in the **Sched. shipment** field the date when the shipment of this order is scheduled; by default, it is the **Requested on** date minus the lead days for this customer. Change the date if needed. 1. In the **Shipping rule** field, notice the default shipping rule used for this customer. Select another rule if needed. 1. On the **Document details** tab, for each item you want to add to the sales order, perform the following steps: 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) in the toolbar and start typing in the **Item ID** field. You can also search for an item by clicking ![search](/media/visma-net-erp/icon-select.jpg), the **Item lookup** dialog box appears with a list of active stock items. 1. Optional: In the dialog box, select the **Sales after** check box if the item has been sold recently. The **Sales after** field appears with the date that is three months earlier than the current business date; select another date if needed. The list of items is populated with the items that have been sold in this period. 1. Optional: In the dialog box, notice whether the **Show available items only** check box is selected. With this check box selected, you may not see some of the items. 1. Optional: In the dialog box, to find the item by a string in its item ID, description, or alternative item ID, type this string in the **Item** field. 1. Optional: To further narrow the list to items located in a particular warehouse, select the warehouse in the **Warehouse** field. 1. In the resulting list of items, select the line with the information about the item you want to add, and in the **Qty. selected** column, specify the requested quantity of the item (measured in the default unit of measure shown in the **UoM** column). Notice the item availability data (which appears in the columns to the right) for the selected warehouse and make sure that the specified quantity is available in the selected warehouse. 1. Click the **Add and close** button at the bottom of the dialog box. 1. Review the shipping rule for the line. Select another rule if it is needed for this item. 1. Review the date in the **Requested on** column. By default, it is the **Requested on** date specified for the order. Change the date if it is needed for this item and if it complies with the line shipping rule. 1. Review the date in the **Ship on** column. By default, it is the **Sched. shipment** date. Change the date if it is needed for this item. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). > [!NOTE] > The line numbers are assigned automatically and cannot be changed. 1. If the **Lot or serial tracking** functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, execute the following steps on the **Document details** tab: 1. Select a line with the item requiring lot or serial numbers, click **Allocations** in the toolbar. The **Allocations** dialog box opens. 1. In the **Lot/serial no.** column, select one of lot or serial numbers available in the allocation warehouse. Notice as the line quantity changes to 1 in case of the serialised item or to the lot quantity in case of a lot and the **Allocated** check box becomes selected. A new line for the remaining quantity is added. In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero. 1. Click **OK** to save the allocations and close the dialog box. 1. Clear the **Hold** check box in the top part of the window. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

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Concepts

Tasks

Windows

 Create a sales order with allocations /visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-with-allocations section If some of the specific items require reservation (allocation) for the order, you can reserve them as described in the following instructions. 2026-02-19T17:09:06+01:00 # Create a sales order with allocations If some of the specific items require reservation (allocation) for the order, you can reserve them as described in the following instructions. If some of the specific items require reservation (allocation) for the order, you can reserve them as described in the following instructions. For more information on processing options for sales orders of the **SO** type, see: [About sales orders with allocations](/visma-net-erp/help/sales/process-sales-orders/about-sales-orders-with-allocations/). > [!NOTE] > The functionality of stock allocation (reservation) is available only if any of the following functionalities are enabled in the Enable/disable functionalities (CS100000) window: **Multiple warehouses**, **Sales order to purchase order link**, or **Lot and serial tracking**. 1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. 1. Select **SO** as the order type. 1. In the **Customer** field, select the customer. 1. Check the location of the customer on the order, and change it in the window if needed. 1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed. 1. If this order is associated with a particular project, in the **Project** field (where the non-project code appears by default), select the project. 1. Change the date of the sales order, which by default is the current date, if needed. 1. In the **Requested on** field, specify the date when the customer wants to receive the order. 1. Optional: In the **Customer order** field, enter the reference number of the original customer document the sales order is based on. 1. Enter a brief description for this sales order. 1. On the **Delivery settings** tab, check the ship-to information. 1. Notice in the **Sched. shipment** field the date when the shipment of this order is scheduled; by default, it is the **Requested on** date minus the lead days for this customer. Change the date if needed. 1. In the **Shipping rule** field, notice the default shipping rule used for this customer. Select another rule if needed. 1. On the **Document details** tab, for each item you want to add to the sales order, perform the following steps: 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) in the toolbar and start typing in the **Item ID** field. You can also search for an item by clicking ![search](/media/visma-net-erp/icon-select.jpg), the **Item lookup** dialog box appears with a list of active stock items. 1. Optional: In the **Item lookup** dialog box, to find the item by a string in its item ID or description, type this string in the **Item** field. 1. Optional: In the dialog box, select the **Sales after** check box if the item has been sold recently. The **Sales after** field appears with the date that is three months earlier than the current business date; select another date if needed. The list of items is populated with the items that have been sold in this period. 1. Optional: In the dialog box, notice whether the **Show available items only** check box is selected. With this check box selected, you may not see some of the items. 1. Optional: To narrow the resulting list to items located in a particular warehouse, select the warehouse in the **Warehouse** field. 1. In the resulting list, select the line with the item you want to add, and in the **Qty. selected** column, specify the requested quantity of the item (measured in the default unit of measure shown in the **UoM** column). Notice the item availability data for the selected warehouse, which appears in the columns to the right. 1. Click **Add and close** at the bottom of the dialog box. 1. Review the shipping rule for the line. Select another rule if it is needed for this item. 1. Review the date in the **Requested on** column. By default, it is the **Requested on** date specified for the order. Change the date if it is needed for this item and if it complies with the line' shipping rule. 1. Review the date in the **Ship on** column. By default, it is the **Sched. shipment** date. Change the date if it is needed for this item. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). > [!NOTE] > The line numbers are assigned automatically and cannot be changed. 1. If you need to reserve the quantities of specific items in the source warehouses for this sales order, perform the following steps for each item whose quantities should be reserved: 1. On the **Document details** tab, select the order line for the item. 1. Click the **Allocations** button in the toolbar. 1. In the **Allocations** dialog box, select the **Allocated** check box for the line. > [!NOTE] > If the full quantity is not available in the source warehouse, the system adjusts the quantity in the line (replaces it with the available quantity) and adds one more line for the remaining quantity. 1. For the additional line, select the check box in the **Allocated** column. Select the source warehouse from a list of warehouses, and review the quantity to be transferred from this warehouse; notice the item quantity available in this warehouse in the **Qty. on hand** column. The system may add one more line if the available quantity in the warehouse is less than the remaining quantity; if it does, either adjust the requested quantity or continue reserving item quantities in other warehouses. Click **OK** to save the allocation and close the dialog box. 1. If the **Lot and serial tracking** functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, select a line with the item requiring lot or serial numbers, click **Allocations** on the toolbar. If you haven't performed any allocation for this item, select the only line in the **Allocations** dialog box. If you already have performed allocations for this item, execute the steps below for each of the allocation lines. 1. In the **Lot/serial no.** column, select one of lot or serial numbers available in the allocation warehouse. Notice as the line quantity changes to 1 in case the item has serial numbers or to the lot quantity in case the item has lot numbers, and as a new line for the remaining quantity is added. In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero. 1. Click **OK** to save the allocations and close the dialog box. 1. In the top part of the window, clear the **Hold** check box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). If your order requires any transfers, you will need to create and process transfer orders.

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Tasks

Windows

 Create a sales order with reserved allocations /visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-with-reserved-allocations section 2026-02-19T17:09:06+01:00 # Create a sales order with reserved allocations > [!NOTE] > The functionality of stock allocation (reservation) is available only if any of the following functionalities are enabled in the Enable/disable functionalities (CS100000) window: **Multiple warehouses**, **Sales order to purchase order link**, or **Lot and serial tracking**. 1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. 1. Select **SA** as the order type. 1. In the **Customer** field, select the customer. 1. Check the location of the customer on the order, and change it on the form if needed. 1. Check the currency and the currency exchange rate on the customer document, and change these on the order if needed. 1. If this order is associated with a particular project, in the **Project** field (where the non-project code appears by default), select the project. 1. Change the date of the sales order, which by default is the current date, if needed. 1. In the **Requested on** field, specify the date when the customer wants to receive the order. 1. Optional: In the **Customer order** field, enter the reference number of the original customer document the sales order is based on. 1. Enter a brief description for this sales order. 1. On the **Delivery settings** tab, check the ship-to information. 1. Notice in the **Sched. shipment** field the date when the shipment of this order is scheduled; by default, it is the **Requested on** date minus the lead days for this customer. Change the date if needed. 1. In the **Shipping rule** field, notice the default shipping rule used for this customer. Select another rule if needed. 1. On the **Document details** tab, for each item you want to add to the sales order, perform the following steps: 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) in the toolbar and start typing in the **Item ID** field. You can also search for an item by clicking ![search](/media/visma-net-erp/icon-select.jpg), the **Item lookup** dialog box appears with a list of active stock items. 1. Optional: In the dialog box, select the **Sales after** check box if the item has been sold recently. The **Sales after** box appears with the date that is three months earlier than the current business date; select another date if needed. The list of items is populated with the items that have been sold in this period. 1. Optional: In the **Item lookup** dialog box, to find the item by a string in its item ID, or description, or alternative item ID, type this string in the **Item** field. 1. Optional: To narrow the resulting list to items located in a particular warehouse, select the warehouse in the **Warehouse** field. 1. In the resulting list, select the line with the item you want to add, and in the **Qty. selected** column, specify the requested quantity of the item (measured in the default unit of measure shown in the **UoM** column). Notice the item availability data for the selected warehouse, which appears in the columns to the right. 1. Click **Add and close** at the bottom of the dialog box. 1. Review the shipping rule for the line. Select another rule if it is needed for this item. 1. Review the date in the **Requested on** column. By default, it is the **Requested on** date specified for the order. Change the date if it is needed for this item and if it complies with the line' shipping rule. 1. Review the date in the **Ship on** column. By default, it is the **Sched. shipment** date. Change the date if it is needed for this item. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). > [!NOTE] > The line numbers are assigned automatically and cannot be changed. 1. To view how the quantities of the items for the order are allocated, complete the allocations, and view whether transfers will be needed, perform the following steps for each item: 1. On the **Document details** tab, select the order line for the item. 1. Click the **Allocations** button in the toolbar. This brings up the **Allocations** dialog box. 1. If there is only one line shown for the item in the dialog box, it has the **Allocated** check box selected, which means that the full quantity is reserved in a single warehouse; click **OK** to exit the dialog box and proceed to Step 13. > [!NOTE] > If there are more lines, that means that the available quantity at the specified warehouse is less the ordered quantity and you have to reserve the remaining quantity in another warehouse or in multiple warehouses. 1. In the additional line, select the **Allocated** check box. This enables the **Alloc. warehouse** column; click to bring up the **Select** dialog box. 1. In the **Select** dialog box, select the warehouse from a list of warehouses, and specify the quantity to be reserved in this warehouse. Notice the item quantity available in this warehouse in the **Qty. on hand** column. If the order line's full quantity has been allocated, click **OK** at the bottom of the dialog box. 1. If still there is some quantity to allocate, repeat the two previous sub steps and click **OK** at the bottom of the dialog box. 1. In the top part of the window, clear the **Hold** check box. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). If the reserved quantity is split between multiple warehouses, appropriate allocations will be visible in the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window and you can generate transfer orders for the selected allocations or for all of them.

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Concepts

Tasks

Windows

 Create a sales order (new) /visma-net-erp/help/sales/process-sales-orders/create-a-sales-order-new section 2026-02-19T17:09:06+01:00 # Create a sales order (new) > [!NOTE] > **This topic gives you information about how to create a sales order in the new [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window. This task file is based on a window under construction, and new functionality will be added continuously.** > [!NOTE] > If you cannot find the functionality you need, you can click on the **Open in classic window** button to continue modifying the sales order in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window. 1. Go to the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window. 1. The **SO** order type i selected by default. You can change it to one of the other supported order types. > [!NOTE] > currently, this window only supports order types **SO**, **CS**, **IN** and **QT**, and order types based on these order templates. 1. In the top part: 1. Select the customer in the **Customer** field. 1. Check the location of the customer on the order, and change it if needed. 1. Check the date of the order, and change it if needed. 1. In the **Requested on** field, specify the date when the customer wants to receive the order. 1. Optional: in the **Customer order** field, you can enter the reference number of the original customer document that the sales order is based on. 1. Optional: in the **External reference** field, you can enter an external reference number for the sales order. 1. Check the **Ship via** code for the customer, and change it if needed. 1. Does the **Ship via** code have the **Manual** freight calculation method? + If yes, specify the **Freight cost** in the **Totals** tab. + If no, continue to step **i**. 1. Optional: provide a brief description for this sales order in the **Description** field. 1. Optional: you can add key information about the document in the **Notes** field. 1. Notice the non-project code that is shown in the **Project** field, and select a particular project if this order is associated with the project. 1. On the **Delivery settings** tab: 1. Check the delivery contact and address and change the fields if needed. 1. Check the delivery information and change the fields if needed. > [!NOTE] > if the **Scheduled shipment** field is automatically set to a date earlier than the current business date, it will be updated automatically to today's business date after you save the order. 1. On the **Order lines** tab, for each item you want to add to the sales order, perform the following steps: 1. Start typing the item ID or item description in the **Find items** field, or click the search icon in the **Find items** field. In the items list that appears, click the line of the item you want to add. 1. Notice the **Available for shipping** column. The quantity shown as available for shipping is based on the default shipping warehouse set for the item. If the quantity available for shipping is zero, a warning icon ![Warning](/media/visma-net-erp/16_Warning.png) will be displayed. 1. In the **Quantity** column, specify the requested quantity of the item (measured in the default unit of measure shown in the UoM column) and press **Enter**. 1. If needed, enter or update the price for the order line in the **Unit price** column and press **Enter**. 1. If needed, change the status in the top part of the window. You can also change the status after saving. 1. Click ![Save](/media/visma-net-erp/Icon-24-save.png). Add notes to sales order printouts /visma-net-erp/help/sales/process-sales-orders/add-notes-to-sales-order-printouts page When you create a sales order document in the Sales orders (SO301000) window, you can add notes on both header and line level. 2026-02-19T17:09:06+01:00 # Add notes to sales order printouts When you create a sales order document in the Sales orders (SO301000) window, you can add notes on both header and line level. For more information: [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/). Notes on header level can be added by clicking on **Notes** in the upper right corner and notes on line level can be added by clicking on the sign to the left on the document line. Follow the procedure below to add notes to the printouts. ## How to get notes displayed on printouts 1. On the sales order document, select the check box **Print note on external sales documents**. If you also would like to print the notes on internal documents, select the check box **Print note on internal sales documents**. 1. Click **Reports** and choose **Print sales order/quote** and you will see that the notes, both on header and line level, are displayed. The default selection on the **Print note on external sales documents** and **Print note on internal sales documents** options are set in the [Organisations (CS101500)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500/) or [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window on the **General settings** tab. Create a shipment /visma-net-erp/help/sales/process-sales-orders/create-a-shipment page You can create a shipment in the Sales orders (SO30100S) window for sales orders with the Open status and when there are order lines available for shipping. 2026-02-19T17:09:06+01:00 # Create a shipment You can create a shipment in the Sales orders (SO30100S) window for sales orders with the Open status and when there are order lines available for shipping. For more information: [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/). 1. Click the **Create shipment** button in the bottom right corner. 1. Does your order contain different warehouses? + If yes, in the pop-up window, select which warehouse you want to create the shipment for, and click **Confirm**. + If no, go to step 3. 1. Wait for the shipment to be created. **Result** for a successfully created shipment: + shipment is added in the **Shipments** tab. There, you can click the shipment number to open the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window. + order status changes to **Shipping**.

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Tasks

Windows

 Create multiple shipments for one order /visma-net-erp/help/sales/process-sales-orders/create-multiple-shipments-for-one-order section 2026-02-19T17:09:06+01:00 # Create multiple shipments for one order 1. Go to the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window. 1. Select **Customer**, **Location**, **Warehouse ID**, **Operation** and **Shipment date**. 1. In the **Document details** tab, click **Add order**. 1. Select **Order type** and **Order no.**. The order lines from the selected order will be displayed in the table. > [!NOTE] > Order lines that have been shipped completely or that are already in a shipment that has the status **Open**, will not appear in this table. 1. Select the lines you want to include in the shipment. Click **Add** or **Add and close**. This will save the shipment. 1. In the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, click ![icon-add](/media/visma-net-erp/icon-add.png) and repeat Step 2 to 5 to create a new shipment for different order lines. 1. Repeat this procedure for all shipments you want to create for the same order.

Related pages

Concepts

Windows

 Change customer or customer location on sales order /visma-net-erp/help/sales/process-sales-orders/change-customer-or-customer-location-on-sales-order section In Visma Net, you can change the customer or customer location on a sales order, even when it already has lines. 2026-02-19T17:09:06+01:00 # Change customer or customer location on sales order In Visma Net, you can change the customer or customer location on a sales order, even when it already has lines. If you want to change the customer or customer location to one with a different VAT calculation, on a sales order with lines, consider the following to make sure the VAT calculation is changed as well. ## Before you start Make sure the **Recalculate VAT when customer is changed on document** check box in the [Organisations (CS101500)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/organisations-cs101500/) window is selected. See also: [Recalculate VAT when customer is changed on document](/visma-net-erp/to-be-deleted/help/vat/set-up-calculation/recalculate-vat-when-customer-is-changed-on-document/). 1. Do you want to change the customer location? + If **Yes**, make sure that the **Export type** is filled in for the location in the [Customer locations (CR303010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-locations-cr303010/) window. + If **No**, continue to step 2. 1. In the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window on the order, click ![icon-select](/media/visma-net-erp/icon-select.jpg) in the **Customer** or **Location** field and select a new customer or location. **Result**: the **VAT details** tab and the VAT category on the lines will be updated accordingly if the new customer or location has a different VAT calculation.

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Concepts

Tasks

Windows

 Change the order status /visma-net-erp/help/sales/process-sales-orders/change-the-order-status section In the Sales orders (SO30100S) window, you can change the order's status manually by changing the status directly in the status field. 2026-02-19T17:09:06+01:00 # Change the order status In the Sales orders (SO30100S) window, you can change the order's status manually by changing the status directly in the status field. For more information: [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/). In this topic you will learn how you change the order status manually in the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window, and from and to which order statuses you can change. ## How to change the order status Follow the steps below to change the status of an order. 1. Make sure your order is saved. 1. Click the current status of the order. **Result**: the possible statuses that you can change to are displayed in the drop-down list (see also the table in the section below). 1. Select the status you want to change to. 1. Click ![save-icon-new](/media/visma-net-erp/save-icon-new.png). ## Possible statuses to change to The following table displays per order status to which statuses you can change manually.
When the status is You can change the status to
Hold Open, Cancelled
Open Back order, Cancelled, Hold
Back order Cancelled, Hold, Open
Credit hold Cancelled, Hold, Open
Cancelled Open

Shipping

Invoiced

Completed

 not applicable
Hide and rearrange columns /visma-net-erp/help/sales/process-sales-orders/hide-and-rearrange-columns section For each table in the Sales orders (SO30100S) window, you can select which columns to display or hide. 2026-02-19T17:09:06+01:00 # Hide and rearrange columns For each table in the Sales orders (SO30100S) window, you can select which columns to display or hide. For more information: [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/). You can also rearrange the order of the displayed columns. Follow the steps below to adjust a table to your needs. 1. In the top right of the table, click ![Table settings](/media/visma-net-erp/table-settings-icon.png "Table settings icon"). **Result**: the **Column setup** panel opens. 1. Select the check boxes for the columns you want to display, and deselect the check boxes for the columns you want to hide. 1. Click and hold the column bar to drag a column to a different place in the column order. 1. Optional: to reset the visible columns and column order to the default settings, click **Reset to default**. 1. Click ![close icon](/media/visma-net-erp/close-icon-new.png) in the top right of the panel when you are done making your changes. Update a column for all order lines /visma-net-erp/help/sales/process-sales-orders/update-a-column-for-all-order-lines page For an order with existing lines, you can change some values on all order lines at once. 2026-02-19T17:09:06+01:00 # Update a column for all order lines For an order with existing lines, you can change some values on all order lines at once. You can do this in the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window for the **Salesperson**, **Warehouse**, **Shipping rule**, **Requested on** and **Ship on** columns. This is particularly useful when your order has many lines. Follow the steps below to update one of the above mentioned columns for all existing order lines. 1. Open the order in the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window. 1. Change the field that corresponds to the column you want to update for all order lines. The table below lists the field names and their corresponding columns in the **Order lines** tab. 1. Answer the question as follows: + Click **Yes** if you want to update all existing order lines with the newly selected value. + Click **No** if you only want newly added order lines to retrieve the newly selected value. > [!NOTE] > you cannot select the lines you want to update, the change will be applied to all existing lines. Mark line for purchasing and create purchase order /visma-net-erp/help/sales/process-sales-orders/mark-line-for-purchasing-and-create-purchase-order section You can mark a sales order line for purchasing in the Sales orders (SO30100S) window and create the linked purchase order. 2026-02-19T17:09:06+01:00 # Mark line for purchasing and create purchase order You can mark a sales order line for purchasing in the Sales orders (SO30100S) window and create the linked purchase order. For more information: [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/). Follow the steps below: 1. On the **Order lines** tab: 1. In the **Purchase order link** column, select one of the following options: + **Purchase to order**, + **Drop-shipment**. 1. In the **Supplier** column, select the supplier which will supply the line item. 1. In the **Supplier price** column, edit the automatically set price if necessary. > [!NOTE] > You can only edit the price if the **Override supplier price** check box is selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window, the **General information** tab. 1. Make sure the order status is set to **Open** and click ![save-icon-new](/media/visma-net-erp/save-icon-new.png). 1. Click the **Actions** button and click **Create purchase order**. **Result**: the [Create purchase orders (PO505000)](/visma-net-erp/help/purchases/purchases-windows/create-purchase-orders-po505000/) window opens where you can create the purchase order. > [!NOTE] > To remove the mark for purchasing on a line in the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window, select **-** in the **Purchase order source** column.

Related pages

Tasks

 Print, email or export an order /visma-net-erp/help/sales/process-sales-orders/print-email-or-export-an-order section Follow the steps below to print an order, email it, or export it to Excel or PDF. 2026-02-19T17:09:06+01:00 # Print, email or export an order Follow the steps below to print an order, email it, or export it to Excel or PDF. 1. Go to the [Sales orders (SO30100S)](/visma-net-erp/help/sales/sales-windows/sales-orders-so30100s/) window. 1. Create and save a new order, or select a specific order number. 1. In the window footer, click **Preview document**. **Result**: + for order types SO, CS and IN, the document opens in the [Order confirmation (SO64111S)](/visma-net-erp/help/sales/sales-windows/order-confirmation-so64111s/) report, + for order type QT, the document opens in the [Quote (SO64101S)](/visma-net-erp/help/sales/sales-reports/quote-so64101s/) report. 1. From the table below, choose you next action based on what you want to do with the order:
IF you want to THEN
print the order click icon-print
email the order click Send and continue in the Send (CR306015) window
download the order in Excel or PDF format 
1. click **Export**
    1. select **Excel** or **PDF**