Free Sales Order Generator

Create New Sales Order

Creating a professional sales order has never been easier! Follow these simple steps to generate a structured and accurate sales order in minutes.

Step 1: Add Sales Order Details

• Assign a unique Sales Order Number (S.O. #) for easy reference and tracking.
• Select the date of issue to maintain accurate transaction records and establish order timelines.

Step 2: Enter Your Business Details

• In the “From” section, input your business name, address, and contact details to identify the sender of the sales order.
• Ensure accuracy, as these details will be used for record-keeping and communication.

Step 3: Enter Customer Information

• In the “To” section, provide the customer’s name, company, and address to ensure proper order tracking and delivery.
• This helps in identifying the client and ensuring that the sales order reaches the correct recipient.

Step 4: List Products & Pricing

Use the item table to add the products or services being sold.

• Enter a detailed description for each product.
• Specify the unit price and quantity of each item.
• The system will automatically calculate the total amount for each product.
  Click the “+” button to add multiple items to the sales order.

Step 5: Add Terms & Additional Notes

• Use the Notes section to include any special instructions, terms, or remarks related to the sales order.
• This is useful for adding return policies, shipping details, or payment terms.

Step 6: Calculate & Review Totals

The system will generate a breakdown of:

• Subtotal: The total cost before taxes and adjustments.
• Total: The amount after adding taxes or additional charges.
• Amount Paid: Any advance payments made by the customer.
• S.O. Total: The final payable amount after all calculations.

Step 7: Preview, Download & Share

• Click “Preview” to review the sales order before finalizing.
• Download the sales order in PDF format or print a copy for records.
• Easily share the sales order via email for instant customer access.

How to Create a Sales Order

A Sales Order is a crucial document in the sales process, confirming a purchase between a buyer and seller. It ensures clarity in product details, pricing, and delivery terms. Follow these steps to create an efficient sales order.

Step 1: Enter Business and Customer Details

• Add your company’s name, address, and contact details.
• Include the customer’s name, shipping/billing address, and contact information.
• Assign a unique sales order number for tracking.

Step 2: Specify Product or Service Information

• List product descriptions, model numbers, or service details.
• Mention unit prices, quantity, and applicable taxes.
• Define any discounts or promotional offers applied.

Step 3: Set Delivery and Payment Terms

• Include estimated delivery date and shipping method.
• Specify payment mode (credit card, bank transfer, etc.).
• Mention payment terms (advance, net 30 days, etc.).

Step 4: Review Terms and Conditions

• Outline refund, exchange, and warranty policies.
• Ensure all legal obligations and contractual agreements are clear.
• Highlight additional charges like shipping, handling, or customs fees.

Step 5: Finalize and Send the Sales Order

• Verify all details for accuracy and compliance.
• Generate the sales order in PDF or digital format.
• Send the document to the customer via email or printed copy.

Requirements for Professional Sales Order

Creating a professional sales order involves including key details that streamline transactions, improve accuracy, and ensure compliance with business policies.

🔹 Company and Client Details – Clearly list seller and buyer names, addresses, and contact information for accurate record-keeping.

🔹 Sales Order Identification – Assign a unique reference number for tracking, invoicing, and order history management.

🔹 Product or Service Breakdown – Provide item descriptions, quantities, unit prices, and any applicable discounts for transparency.

🔹 Payment and Shipping Policies – Define payment terms, accepted methods, delivery charges, and estimated shipping timelines to manage expectations.

🔹 Legal Disclaimers and Conditions – Outline warranty, refund policies, and any special contractual agreements to avoid disputes.

🔹 Authorization and Confirmation – Ensure internal approval before sending the final order via email, PDF, or printed copy for customer acknowledgment.

What to Include in a Sales Order

A sales order is a key document that outlines the details of a transaction, ensuring smooth processing and fulfillment. Below are the essential elements to include for accuracy and efficiency.

✅ Company & Contact Information

• Business name, address, and official contact details.
• Salesperson’s name and direct contact details.
• Buyer’s full name, company name, and billing details.
• Shipping address and recipient’s contact information.

✅ Product & Pricing Breakdown

• List of products or services with detailed descriptions.
• Unit price, quantity, and total cost calculations.
• Discounts, taxes, and any additional charges.
• Final payable amount, ensuring transparency.
• Payment terms, including due dates and accepted methods.

✅ Order Processing & Delivery Details

• Unique order number and issuance date for tracking.
• Processing time and estimated order completion.
• Expected delivery date, shipping method, and tracking options.
• Any applicable contractual terms or warranty coverage.
• Legal agreements, refund policies, and compliance terms.

Sales Order FAQs