Adding Sales Orders

A Sales Order captures a customer’s purchase before it moves to invoicing or fulfilment, helping you double‑check details, pricing, and stock availability.

With Pet Manager, you can create sales orders from the Retail Area or directly within a customer’s profile. The system keeps customers informed with automated email updates at every stage and issues payment receipts through invoicing.

Creating a Sales Order

Customer - Assigns the order to the customer’s profile

Retail Area - When creating a Sales Order from the retail or Dashboard area, search for and select the customer.
Customer Profile - When creating a Sales Order from the customer profile, the customer’s name is prefilled.

A new customer can be added using the quick form by selecting the button.

Booking - Assigns the order to a specific booking if needed. This allows the purchase to be invoiced separately or consolidated with the booking’s invoice.

Shipping Fee - Enter the amount if a shipping charge applies.

Shipping Tax - Select this option when the shipping fee is tax inclusive and must be displayed on the invoice.

Notes - A free‑text field for adding any specific notes related to the order. These notes appear on the Order Overview tab.

Location - With the Multi‑Site feature, stock might be spread across several locations. Choose a location to see the stock available at that site; your selection also determines which bookings appear.

NOTE: Where stock and booking reside at separate sites, a stock transfer is required prior to linking the sales order to the booking.

Address - Automatically populates once the customer is selected.

Product - Choose the appropriate product from the drop‑down list.

Quantity - Enter the number of units required for the purchase.

To add additional items to the order select the button.

Order Details - Displays the items added to the order, including their quantities and cost per unit.

Apply Discount - Select the checkbox to apply a discount to the order. Additional fields will then be displayed

Discount Fixed - Specify the monetary amount to be discounted from the order. The system will calculate the equivalent percentage.
Discount Percent - Specify the percentage amount to be discounted from the order. The system will calculate the equivalent monetary amount.

Invoice Total - Shows the final total for the sales order once all items and discounts are applied.

Once completed click

Sales Order Overview

On completion, the system will create the Sales Order and generate the order reference number.

Overview Tab - Shows the customer’s information, invoicing status, progress status, all items on the order, and any associated notes.

Delivery Address - Displays the delivery address and provides a live Google Maps link for navigation.

Booking Information - When an order is associated with a booking, the relevant details are displayed at the bottom of the order overview, along with a live link to the booking record.

Associated booking with link.

No linked booking

Items Tab - Shows a detailed breakdown of the order, including each item’s quantity, available stock, unit price, tax value, and calculated totals.

Creating the Invoice

To generate the invoice, the order must be moved from Pending to Finalize by selecting the option from the drop‑down menu next to the button. This will then change to .

At this point in the process, you’ll see additional tabs appear.

Invoices / Quotes - Shows all items within the order and allows individual lines to be edited where required. Choose which items to invoice or quote by selecting the appropriate button.