A sale order records a confirmed order from a customer before you deliver and bill it. You can note the expected delivery date and any advance received. Like the other pre-sale documents, it does not touch your stock, GST reports, or invoice numbers.
Sale orders have their own number series that starts with SO, for example
SO2025-26/0001.
See your sale orders
Open Sale Orders from the sidebar. Each row shows the number, date, status (Open, Converted, or Closed), and total. Tap a row to open it.
The strip at the bottom shows three figures side by side: Total (what the orders in view come to), Converted (how much has already become a real document) and Open (how much is still live). Converted + Open = Total.
The status chip filters the rows; it does not re-add the money. The strip covers everything the date range and the search box let through, whichever status chip is selected. When the chip is hiding rows the count says so, reading “3 of 12 sale orders”.
Create a sale order
- On the Sale Orders list, click New Sale Order.
- The editor opens titled Sale Order. Pick the customer.
- Add the ordered items, quantities and rates.
- Optionally set the expected delivery date, and enter an advance amount if the customer has paid one. The advance is noted only — it is printed for reference and does not record a payment.
- Click Save (Ctrl+S).
Open, edit or print
Tap a sale order to open it. From the top you can Edit it while it is Open, Print it (A4, A5 or thermal), or Delete it. The detail screen shows the delivery date and any advance received.
Turn a sale order into an invoice
When you deliver, open the order and click Convert to invoice. Yojika raises a real sale invoice with a fresh number and the same items, and opens it. The order is then marked Converted.
Convert several orders at once
When you deliver a day’s orders together, you can bill them in one action:
- On the Sale Orders list, tick the orders using the checkboxes. Only Open orders can be ticked — a converted or closed order’s checkbox is disabled. The checkbox in the header selects every open order in view.
- A bar above the table shows how many are selected. Click Convert to invoice on it.
- A preview lists each selected order with its customer and amount. Click Convert to invoice to continue, or Cancel to keep the selection and convert nothing.
- Yojika converts the orders one at a time, each into its own invoice with its own fresh invoice number, showing its progress while it works. A result headed “3 of 3 converted” (for example) then lists each order with the invoice it became, or the reason it was skipped. Click Done to close it.
If one order cannot be converted — for example it was already converted on another device, or its date falls in a closed financial year — that order is skipped with its reason shown, and the others still go through. Nothing already converted is undone.
The skipped orders stay ticked after you click Done, so you do not have to write their numbers down. Fix the cause — for example reopen the year under Settings → Business & Tax → Financial years — and click Convert to invoice again. An order that was skipped because it had already been converted needs nothing more, and Yojika unticks it for you.
Advance and display balance
Use Advance (₹) to note an advance on this document. On a phone, open Details to enter it. The editor, saved document and PDF show Balance after advance = Total − Advance. The total already includes the document’s taxes and round-off. A missing advance counts as zero; an advance larger than the total shows a negative balance.
This is a reference calculation: no payment is posted. It does not change stock, party balances, GST reports or the document total, and conversion does not record or apply the noted advance as a payment. Record actual payments through the payment workflow.