How to record a sales orderكيفية تسجيل طلب مبيعات

A worked example, start to finish: one customer, one item, one unit, 90,000 LBP. It takes about a minute.

A sales order is the safest of the six sales documents to learn on, because it promises goods rather than moving them - nothing leaves your warehouse and nothing reaches your accounts until you turn it into an invoice. Everything below applies to a sales invoice as well; the invoice simply also takes the goods out of the warehouse, which is why it can refuse (see step 5). For what each of the six documents does, read Sales documents.

1. Open a new document

Accounts receivable → Sales orders, then New on the ribbon. A tab opens called New Sales order and keeps that name until you save.

2. Fill the header - the customer first

Always the customer before anything else. Choosing the customer sets the account, the currency and the exchange rates, and if you change it after typing lines it can reprice them.

1. Customer - pick the client. Watch the three boxes to the right fill themselves in: the account, the currency, and the two rates.
2. Reference - your own tracking code or the customer's order number. It is a column in the list, so it is the fastest way to find this document later.
3. Date - already today's date. Change it only if the order was actually placed earlier.
4. Accounting description - a sentence describing the order, in your own words.

Leave everything else alone the first time. Projects, Sections, Operations, Region and the two salesman fields are optional, and Value Date fills itself in.

3. Add the line

Click the first cell of the Details grid, under Number / Symbol / Barcode, and open its drop-down. Pick the item from the list that appears - it shows you the name, the unit and how many you currently have.

Then check what filled itself in, and type only the two things Libra cannot know: the Quantity, and the Price if the one it proposed is not what you are charging.

Check the footer before you go on. The totals at the bottom are the only proof the line registered. If Sum before discount and Total still read 0.000 after you have typed a quantity and a price, the cell has not been committed - click on another field and watch them change. Saving while they read zero stores a document with no line in it.

To add a second line, press Down from the finished line, or use Insert line on the ribbon.

4. Save

Press Save on the ribbon, or F12.

You know it worked when the tab stops saying New Sales order and shows a real number instead - here 001-2026-SO-1. The Id field fills in with the same number and the form turns read-only.

The red Not posted, Not delivered is not an error. It is the order telling you it is still only a promise: nothing has been delivered and nothing has reached the accounts. That is exactly what a sales order should say.

If you pressed F12 and nothing happened, the cursor was probably still inside a grid cell. Click on a header field such as Accounting description first, then save.

5. If something is wrong

"Quantity is not available in warehouses" - you are on a sales invoice or a delivery, and you have none of that item in stock. Neither document can move goods you do not have. Either receive the stock first on a purchase document, or record a sales order now and invoice it when the goods arrive.

The document saved but the list looks empty - the list opens on a filter. Use Quick Search and choose All, then look again.

The totals stayed at zero - a cell was never committed. Reopen the document, click into the quantity, retype it, click away, and check the footer before saving again.

The line has no warehouse - pick one in the Warehouse column. An item that is stocked cannot be sold out of nowhere.

The customer is not in the list - they have not been created yet. See How to create a client.