<aside> 💡 In this section, you will know how to create a Sales Order in Hubshake, the associated fields and connections for this transaction, and how it is integrated into Witty.

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Note:

In HQ mode, you can only view an existing estimate, invoice, and sales order created from different branches. You can only create a new sales transaction when you are in a specific branch mode.

Subheadings:

• Create a Sales Order in Hubshake
• Create a Sales Order through Witty - Hubshake Integration

Sales Order

→ A sales order is a commercial document prepared by a vendor and issued to a customer. → The sales order confirms the sale of goods or services and details the sale's specifics, including the quantity, pricing, and quality of goods or services provided.

→ You can create two kinds of SO. A standard SO and a production SO.

Create a Sales Order in Hubshake

Note: Make sure you are in branch mode.

1. Go to the Sales menu >sales Order.
2. Click the New button Select a type of invoice. Standard or Recurring