Sales Orders and Purchase Orders
Orders in Udyot are non-posting vouchers used to track commitments before goods change hands. A Sales Order confirms what a customer has ordered; a Purchase Order confirms what you have ordered from a supplier.
Sales Orders
When a customer places a confirmed order (but delivery or invoicing happens later), create a Sales Order:
- Go to Vouchers → Sales Order → New.
- Select the customer ledger.
- Add items, quantities, and rates.
- Save.
The Sales Order does not post any accounting entries or move stock. It is a commitment record. As you fulfil the order over time (through Delivery Notes), Udyot tracks how much of each line has been delivered and what remains outstanding. The order status moves from Pending → Partial → Completed automatically.
Purchase Orders
When you place an order with a supplier, create a Purchase Order:
- Go to Vouchers → Purchase Order → New.
- Select the supplier ledger.
- Add items ordered with expected quantities and agreed rates.
- Save and print/send to the supplier.
When goods arrive, create a Goods Receipt Note (GRN) referencing the Purchase Order. The GRN records the actual quantities received, which may differ from what was ordered.
Fulfilment tracking
Both Sales Orders and Purchase Orders track fulfilment at the line-item level:
- Ordered Qty — what was committed
- Fulfilled Qty — what has been delivered/received so far
- Remaining Qty — what is still outstanding
You can partially fulfil an order — the order stays open until all lines are fulfilled or the order is cancelled.
Priority and cancellation
Flag an order’s priority — urgent, high, normal, or low — so your team works the right orders first; the Order Aging report floats urgent orders to the top. If an order falls through, cancel it with a reason, which feeds cancellation analytics so you can see why deals are lost.
Turning an order into an invoice
When you are ready to bill, convert the order straight to an invoice — Udyot carries over the items and prices and bills only the remaining quantity. See Converting Orders to Invoices. To analyse open orders, use the aging, backorder and profitability reports.