How to place product sales new order from sales CRM module or Inventor Module in Borg Desk ERP ?
Placing a sales order in Borg Desk ERP is simple and ensures smooth order processing. Follow these steps to create and manage sales orders efficiently.
Step 1: Navigate to the Sales Order Module
1️⃣ Log in to Borg Desk ERP
2️⃣ Go to Sales CRM Module or Inventory Module→ Manager Orders
3️⃣ Click “New Sales Order”
Step 2: Enter Customer & Order Details
1️⃣ Select Customer Name from the list (or add a new customer)
2️⃣ Choose the Order Date, Shipment Date and Expected Delivery Date
3️⃣ Select the Payment Terms (Cash/Credit/NEFT/Cheque Etc.)
4️⃣Billing Adress will be picked automatically from customer Master
5️⃣Select Shipping Address from Multple Shipping Address ( Configured in Customer Master)
✅ Add Scpecial Instructions if Any followed by Choosing Customer Type
✅ Check Mark if you also want to generate Production Order against this sales order
✅ Click on "New Sales Order" button to submit & generate Order
Step 3: Add Products to the Sales Order
1️⃣ Click “Plus(+) Sign” in the action button to add Products in the order ( Make sure Order is not approved. Post approval, System won't allow to add products in the list. Click to know more
2️⃣ Select products from the Product Master followed by Category ---> Select Product
3️⃣ Enter the Quantity, GST, Price, and any Discounts (if applicable) - GST, Price & Discount will be picked automatically if Price List in configured with the selected customer. IT can also be modified manually if permission is given but Borg Desk does not recommend the same.
4️⃣ The system will automatically calculate the Total Order Value
5️⃣ Click on button "Add Product", It will make entry just below in the table once successfully addeded
✅ Borg Desk also allows to check available stock in Warehouse before adding products to avoid any delay in processing orders.
Step 4: Apply Taxes & Additional Charges
1️⃣ The system will auto-calculate applicable GST/VAT or other taxes ( It will pick from product master)
2️⃣ GST % can be modified by person if permission is given ( But Borg Desk does not recomend the same)
Step 5: Review & Confirm the Sales Order
✔ Check all details for accuracy
✔ Close the window & you can see in the order actions from the list Product Icon to check Product list in the order
Step 6: Approve & Process the Sales Order
1️⃣ If approval workflow is enabled, the order goes for approval
2️⃣ Once approved, stock & Order both get locked to prevent overselling & other modifications not allowed
3️⃣ You can now generate an Proforma invoice (PI) and proceed with Quality check, Packaging & dispatch
Benefits of Sales Order Management in Borg Desk ERP
✅ Faster Order Processing – Streamlined workflow saves time
✅ Accurate Inventory Management – Stock updates automatically
✅ Real-Time Order Tracking – Monitor order status from confirmation to delivery
✅ Automated Pricing & Discounts – Reduces manual errors
If Still any Concern or need one-to-one session with our Product Manager Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you
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