# Sales Orders

A sales order is a confirmed agreement — the customer has said yes to your quote, and now you have a commitment. It locks in the price, scope, and timeline. From a sales order, you can create invoices, purchase orders for materials, and project records.

## Why This Matters

A sales order is proof that the customer agreed to the work. It becomes the source of truth for what was promised, at what price, and when. Everything downstream (invoicing, purchasing, scheduling) flows from here.

## Steps

1. **From a Quotation:** Open an approved quotation and click **Make Sales Order** — all details carry over automatically
2. **From scratch:** Go to **Selling > Sales Order**, click **New Sales Order**
3. Select the **Customer**
4. Set the **Delivery Date** — when the work should be completed
5. Review or add **line items** (these come automatically if you converted from a quote)
6. Click **Save**, then **Submit** to confirm the order

![create sales order customer (step 1)](/files/m3P5asu8hNqPDJQ2H1LB)

![create sales order delivery date (step 2)](/files/iq5HIMweuUhWvGNebzta)

![create sales order items (step 3)](/files/MjHcXsQLf485zNn44KGa)

![create sales order items (step 4)](/files/QrQNAiWaT6hDtgIRmXXb)

![create sales order items (step 5)](/files/qxUBdMX7YTnsysv7k0m2)

![create sales order items (step 6)](/files/RQ80LxZTTKDRFcTdj3vC)

![create sales order save (step 1)](/files/dXoogM2Wn6mIZ3C2y4rz)

![sales order list](/files/2Xw63M7Rpb71GUGUTRN3)

## What You Can Do From a Sales Order

Once a sales order is submitted, you can create these documents directly from it:

* **Sales Invoice** — Bill the customer for the work
* **Purchase Order** — Order materials from your suppliers
* **Project** — Set up a job to track tasks and time

## Tips

* Converting from a quotation saves time and prevents errors from retyping
* "Submit" locks the order — you can't edit it after that (but you can amend it if something changes)
* Use the delivery date to keep your scheduling on track

***

**Related pages:**

* [Quotations](/erpnext-basics/erpnext-basics/selling/quotations.md)
* [Sales Invoices](/erpnext-basics/erpnext-basics/accounts/sales-invoices.md)
* [Purchase Orders](/erpnext-basics/erpnext-basics/buying/purchase-orders.md)
* [Creating a Project](/erpnext-basics/erpnext-basics/projects/creating-a-project.md)


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