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--- erp-manual:cloud:sales:sales-order [2026/01/17 10:38]
Kalpesh Popat [Payment Terms]
+++ erp-manual:cloud:sales:sales-order [2026/01/17 11:09] (current)
Kalpesh Popat
@@ Line 63: / Line 63: @@
-===== Summary =====
+===== Step 5: Review Summary =====
-This section will show the following key information
+Check following details in the summary:
-  * Values: Total value of the transaction, including tax, discount, total payable
+  * **Order Total**: Review the value of the transaction, including tax, discount, total payable
-  * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
+  * **Document details**: Code, Date, currency and the status of the document
-  * Status of the document
+  * **Document status** is updated, according to the quantity ordered vs quantity dispatched: It can be Order accepted, Part dispatched, or full dispatch done
+  * **Finance status** will show 3 levels of Status according to the payment received from the customer: Pending, Part settled or full settled.
-{{popup>erp-manual:cloud:sales:sosummary.png?400}}
-===== Save the Document =====
+===== Step 6: Save the Document =====
-After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.
+After all necessary information is provided and reviewed, Click on **Save** at the top of the screen,
+Save button needs to be clicked each time changes are made.
-===== Attachments =====
-Note: Attachments can be added only after document is saved.
-**Step 1:**
+===== Step 7: Transaction Actions =====
-After the document is saved, click on Add button in the Attachment section. This will open a popup for file selection.
-Users can select the file to attach or drag and drop the file on the popup
-{{popup>erp-manual:cloud:attachment.png?300}}
-**Step 2:** Click confirm to close the popup
-Note: At a time only one attachment can be uploaded.
-===== Comments =====
-Note: Comments can be added at any time, even if the document status is pending or closed.
-To add comment click on Add button and provide the comment in the popup.
-{{popup>erp-manual:cloud:comments.png?300}}
-Note: User can edit only their own comment, eg: User A cannot change comment of User B
-===== Transaction Actions =====
 Have quick access to create transaction documents directly from Sales Order screen. Transaction Actions section is located below the Summary section.

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