> ## Documentation Index > Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt > Use this file to discover all available pages before exploring further. # Create, Approve, and Convert Sales Orders in Kuvera Arc > Use Sales Orders in Kuvera Arc to capture customer purchase requests, manage approvals, and convert confirmed orders directly into invoices. Sales Orders in Kuvera Arc connect customer purchase requests with your billing workflow. Use Sales Orders to capture products, pricing, delivery expectations, and approval before creating an invoice. The Sales Order module separates order management from billing. An order must be approved before it can be converted into an invoice. ## Sales Order vs. Sales Invoice A Sales Order is a **pre-billing document** used for planning and approval. It defines what a customer intends to purchase, including products, quantities, pricing, and delivery timeline. A Sales Invoice is the **official billing document** issued after confirmation. It records the customer receivable transaction and can be created from an approved Sales Order. ## Sales Order workflow Every Sales Order follows a structured lifecycle from creation to invoice conversion. Create a Sales Order manually from the Sales Order module or from the Customer Details Page. Select the customer, expected delivery date, warehouse, and products with quantities, rates, and discounts. Save as **Draft** to continue editing later, or submit the order to move it into **Pending** status for review. An authorized user reviews the Pending order and approves it. Once approved, convert the Sales Order into a Sales Invoice with details pre-filled. After the invoice is created, the Sales Order status changes to **Completed** and becomes a read-only reference record. ## Sales Order statuses The order has been created but not submitted for review. Products, quantities, pricing, and order details remain editable. The order has been submitted and is waiting for approval. Editing may be restricted depending on permissions. The order has been reviewed and confirmed. It is eligible for conversion into a Sales Invoice. An invoice has been created from the order. The Sales Order is closed and retained as a reference record. The order was cancelled before completion. It is excluded from active workflows but remains available for audit and historical reference. ## Access Sales Orders In the left navigation panel, click **Sales**. Click **Sales Order**. The Sales Order Listing Page opens. ## Sales Order listing The listing page includes status tabs, search, row-count controls, export tools, and a void orders view. Unique system-generated order identifier. Customer the order was created for. Current workflow status of the order. Date the customer expects to receive the goods. Total value of the order. Opens the Sales Order Details Page. ## Create a Sales Order Go to **Sales > Sales Order**. Click **New Sales Order**. Fill in the customer, delivery, payment, warehouse, and address fields. Add products manually or use the bulk selection tool. Check subtotal, discounts, taxable total, non-taxable total, VAT, and final total amount. Click **Save as Draft** to continue editing later, or **Save Sales Order** to submit for approval. ## Order header fields Required customer this order is being created for. Date you expect to deliver the goods to the customer. Optional internal or external tracking reference. Payment terms to apply to this order. Warehouse that will fulfill the order. Auto-populated after selecting a customer. Auto-populated after selecting a warehouse. ## Add products Use the product table to define what the customer is ordering. Search and select by product name or product code. Number of units the customer is ordering. Unit selling price for the product. Item-level discount amount or percentage, if the product is discountable. Calculated automatically from quantity, rate, and discount. When a product is marked as **Discountable**, the discount field is enabled. Enter the discount as a fixed amount or percentage. When discounting is disabled, the discount field is locked. The line total is calculated from rate and quantity only. Use the bulk selection tool to add multiple products at once. Search and browse products. Review selected products, adjust quantities, remove items, or clear all. ## Order totals The order summary calculates totals automatically. Sum of all line totals before discounts. Total discount applied across all lines. Amount subject to tax. Amount not subject to tax. Calculated VAT amount. Final order value. Review customer selection, warehouse, products, quantities, pricing, discounts, and totals before submitting. Once an order moves to Pending, editing may be restricted. ## Sales Order details page The Sales Order Details Page shows the complete record, including order details, product lines, totals, status, and available actions. Go to **Sales > Sales Order**. Find the order using search, status tabs, or filters. Click the **Action** field on the order row. Order ID, creation date, creator, customer name, expected delivery date, payment terms, reference number, and billing address. Product name, rate, quantity, discount, line total, subtotal, VAT, and total amount. Completed and void Sales Orders are read-only and retained for reference and audit. ## Sales Order actions Actions depend on order status and user permissions. Opens the order form for modification. Editing is usually available in **Draft** status and, depending on permissions, in **Pending** status. Creates a copy of the order with customer selection, products, pricing, and payment terms. The duplicate receives a new order ID and opens in **Draft** status. Cancels the order and removes it from the active workflow. You must provide a reason before the void is confirmed. Available only for **Approved** orders. Opens the Sales Invoice creation page with customer, products, pricing, and terms pre-filled. You cannot convert an order in Draft, Pending, Void, or Completed status. The order must be **Approved** before conversion. ## Filter Sales Orders Use **Filter Data** to narrow the Sales Order listing. Find a specific order by its unique number. Narrow results to a date range. Filter by minimum and maximum order value. Combine filters as needed. Click **Apply Filter** to update the list, or **Clear** to reset conditions. ## Export Sales Orders Use **Export Data** to download order records. Exporting does not modify any order data. Exports every Sales Order record, regardless of active filters or status tabs. Exports only records currently visible in the listing, including filters, status tab selection, or search terms. Export Sales Orders for spreadsheet use. Export Sales Orders for document sharing. Export Sales Orders for data processing or integrations. Exports reflect the listing state at the time of export.