{"id":9660,"date":"2023-03-09T16:59:00","date_gmt":"2023-03-09T15:59:00","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&#038;p=9660"},"modified":"2026-09-03T13:46:31","modified_gmt":"2026-09-03T11:46:31","slug":"sales-order-2","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/sales-order-2\/","title":{"rendered":"Sales order"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"602\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen.png\" alt=\"\" class=\"wp-image-9873\" style=\"width:75px;height:auto\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen-150x300.png 150w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen-25x50.png 25w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen-30x60.png 30w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_FO_mottagen-50x100.png 50w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\"><\/div>\n<\/div>\n\n<p class=\"wp-block-paragraph\">Sales order (SA) can be created in several ways:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>under the menu <strong>Perform &gt; Sales order<\/strong>. Click on the <em>+symbol.<\/em><\/li>\n\n\n\n<li>from a <strong>customer<\/strong> in the Customer register<\/li>\n\n\n\n<li>via the <strong>agreement<\/strong> with the customer<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_Agreement_orderlist_new.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_Agreement_orderlist_new.png\" alt=\"\" class=\"wp-image-22124\"\/><\/a><figcaption class=\"wp-element-caption\">Image 1. Here we are in an Agreement. At the bottom is the <em>Generate Sales Order<\/em> button.<\/figcaption><\/figure>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_add_salesorder_to_customer.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_add_salesorder_to_customer.png\" alt=\"\" class=\"wp-image-9752\"\/><\/a><figcaption class=\"wp-element-caption\">Image 2. Here we are in a customer in the customer register. At the bottom is the <em>Add a new sales<\/em> order button.<\/figcaption><\/figure>\n\n<h4 class=\"wp-block-heading\">Search Sales order\u00a0<\/h4>\n\n<p class=\"wp-block-paragraph\">The sales order detail view shows:<br\/>Status color &#8211; Date &#8211; Order number &#8211; Customer &#8211; Status<br\/>Under the customer, any facility and service object are displayed.<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>These colors are used:<\/strong><br\/><em>Green<\/em> \u2013 received<br\/><em>Red<\/em> \u2013 delivery date has passed<br\/><em>Purple<\/em> \u2013 ready for billing<br\/><em>Blue<\/em> \u2013 invoiced<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Concerning date<\/strong><\/p>\n\n<p class=\"wp-block-paragraph\">The date displayed is controlled as follows:<\/p>\n\n<ol class=\"wp-block-list\">\n<li>The <em>delivery date<\/em> is displayed first.<\/li>\n\n\n\n<li>If there is no delivery date but an <strong>agreement<\/strong> is associated with the sales order, the <em>next invoice date<\/em> is displayed.<\/li>\n\n\n\n<li>If none of the above is present, the <em>creation date<\/em> is displayed.<\/li>\n<\/ol>\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista.png\" alt=\"\" class=\"wp-image-19879\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista.png 1024w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista-300x172.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista-768x440.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista-50x29.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista-60x34.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/PS_FO_lista-100x57.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\">Image 3.<\/figcaption><\/figure>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">Click this button to filter your search.<br\/>Example: select those assigned to you, limit by date, etc.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/symbol_bladdra75w.png\" alt=\"\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">You can browse between sales orders, either by clicking on an order in the list or by browsing with the arrows in the upper right corner within an order.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have used a filter for your search among orders, you will browse through that selection.<\/p>\n<\/div>\n<\/div>\n\n<h5 class=\"wp-block-heading\">Sort the list<\/h5>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_listvyer75w.png\" alt=\"\"\/><figcaption class=\"wp-element-caption\">Image 4: view settings<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/symbol_valj_kategorier75.png\" alt=\"Symbol Select categories\"\/><figcaption class=\"wp-element-caption\">Image 5: +symbol<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">You can sort the orders in the list. Do this:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the right part of the symbol (image 4: view setting).<\/li>\n\n\n\n<li>Click on the small plus sign (image 5) to the right above the list.<\/li>\n\n\n\n<li>Select categories to be visible.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n\n<p class=\"wp-block-paragraph\">If you want to change the order, drag the categories to where you want them.<\/p>\n\n<p class=\"wp-block-paragraph\">If you want to <strong>remove<\/strong> a category, drag the category to the + sign (the same one you clicked to add) and drop the category there.<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n<h4 class=\"wp-block-heading\">The different fields on a sales order.<\/h4>\n\n<h5 class=\"wp-block-heading\">Subgroup<\/h5>\n\n<p class=\"wp-block-paragraph\">If you use the subgroups function, you select which subgroup to link to the sales order.<\/p>\n\n<p class=\"wp-block-paragraph\">If you have added custom fields for a subgroup, those fields will automatically be added to the sales order.<\/p>\n\n<h5 class=\"wp-block-heading\">Customer<\/h5>\n\n<p class=\"wp-block-paragraph\">A customer must be specified. You can search for or add customers in several ways:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Place the cursor in the Customer field and start typing to list existing customers.<\/li>\n\n\n\n<li>The search function (click on the magnifying glass) helps you find the right (existing) customer.<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\"><strong>Is the customer not in the list?<\/strong> Do this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Enter the customer&#8217;s name in the field. You will then be asked if you want to add the customer. If you answer yes, a popup will open where you can fill in the customer&#8217;s details.<\/li>\n\n\n\n<li>Click +<em>Create\u00a0customer<\/em> under the customer field. A pop-up will open and you can fill in the customer details.<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">The customer is saved in the Customer Register.<\/p>\n\n<h5 class=\"wp-block-heading\">Invoiced another customer<\/h5>\n\n<p class=\"wp-block-paragraph\">The field is enabled in Sales Order Settings. Requires admin permissions. <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=cra3l&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Finvoiced-to%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"19290\">Learn more about invoicing another customer here.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\">Facility<\/h5>\n\n<p class=\"wp-block-paragraph\">Place the cursor in the Facility field and existing facilities for the selected customer will be listed. If you have not selected a customer, all entered facilities will be listed. When you have selected a facility, the system will fill in the customer&#8217;s name.<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Is the facility not listed?<\/strong> Do this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Option 1: Enter the name of the facility in the field and click the blue + symbol. You will be asked if you want to add the facility. If you answer yes, a popup will open where you can fill in information about the facility.<\/li>\n\n\n\n<li>Option 2: Click <em>+Create Facility<\/em> under the facility field. A pop-up will open and you can fill in the facility details.<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">For both options, you can click MORE to open a new window where you can fill in more information about the facility. The facility is saved in the <em>Facility Register.<\/em><\/p>\n\n<h5 class=\"wp-block-heading\">Service object<\/h5>\n\n<p class=\"wp-block-paragraph\">Service objects entered for the customer in the customer register will appear when you place the cursor in the box.<\/p>\n\n<p class=\"wp-block-paragraph\">If the service object is not in the list, you can add it by clicking <em>+ Add a new service object.<\/em><\/p>\n\n<h5 class=\"wp-block-heading\">Seller<\/h5>\n\n<p class=\"wp-block-paragraph\">Select a name from the list if you want to assign the order to an employee (referred to as the <strong>salesperson<\/strong> on the order). Everyone in your group is included in the list. After the name of the salesperson, the origin of the sales order is indicated, e.g. an Agreement.<\/p>\n\n<h5 class=\"wp-block-heading\">Custom fields<\/h5>\n\n<p class=\"wp-block-paragraph\">If you have created custom fields, they will be displayed here.<br\/>Custom fields are created in <em>Group Settings &#8211; Sales Order Settings<\/em>. Learn more about <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=719j3&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fcreate-custom-fields%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9202\">custom fields.<\/a><\/p>\n\n<p class=\"wp-block-paragraph\">If using Fortnox <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=5cij2&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fkb%2Fintegration-med-fortnox%2F%23koppla-falt-ang-leveransinformation-pa-forsaljningsorder&#038;otype=unknown&#038;oid=0&#038;source=block-content\">read also about custom fields for information concerning delivery.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\">Custom status<\/h5>\n\n<p class=\"wp-block-paragraph\">If you have created custom statuses, select them here. Custom statuses can be changed without opening the order.<\/p>\n\n<p class=\"wp-block-paragraph\"><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=ritpp&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fstatus%2F%23egen-status&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Learn more about creating custom status.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\">Person of contact<\/h5>\n\n<p class=\"wp-block-paragraph\">Here you can either search for contact persons\/orderers for the customer\/facility or add a new contact person\/orderer. The information is saved* so you can quickly search for it next time.<\/p>\n\n<p class=\"wp-block-paragraph\">*Only applies if you have the <em>work order setting<\/em> &#8220;Save contact person on facility and customer cards&#8221;. This setting is the default.<\/p>\n\n<h5 class=\"wp-block-heading\">Status<\/h5>\n\n<p class=\"wp-block-paragraph\" id=\"Status\">Status is displayed in the list of sales orders. Status can be created in several different ways.<br\/>See image 3.<\/p>\n\n<ul class=\"wp-block-list\">\n<li>If you do <strong>not<\/strong> enter anything here, the system automatically selects status = <em>Received<\/em> when you create a new sales order. When you then click <em>Ready for Invoice<\/em> and <em>Invoiced<\/em>, the status also changes.<\/li>\n\n\n\n<li>You can enter any other expression for status. Your custom expression <strong>will remain<\/strong> even if you have clicked on <em>Ready for invoicing<\/em> and <em>Mark as invoiced<\/em>. In image 3 we have specified a custom status as &#8220;My own status&#8221;<\/li>\n\n\n\n<li>If you create a sales order via Agreement, the name of the agreement and the current agreement period will be visible as the status. Example: <em>Service Agreement: 2024-08-04 &#8211; 2025-08-04<\/em><\/li>\n\n\n\n<li>If you create a sales order via <em>Quote<\/em>, the status is <em>Received.<\/em><br\/><br\/>Changed Aug 13 2025. All previous orders have be changed to this now setting.<\/li>\n<\/ul>\n\n<p class=\"wp-block-paragraph\">If you want to change the set status, click <em>Edit<\/em> on the order. If you want to use the system&#8217;s expression, delete all text in the Status field at the latest before you choose to mark as invoiced.<\/p>\n\n<p class=\"wp-block-paragraph\">The system sorts the sales order as invoiced, i.e. the order is placed last in the list of SA:s, regardless of the expression entered under Status when you click <em>Mark as Invoiced.<\/em><\/p>\n\n<h5 class=\"wp-block-heading\">Cost center<\/h5>\n\n<p class=\"wp-block-paragraph\">If additional information regarding the cost center needs to be included on the invoice, it can be entered here.<\/p>\n\n<h5 class=\"wp-block-heading\">Customer order number<\/h5>\n\n<p class=\"wp-block-paragraph\">Here you enter the customer&#8217;s order number, if applicable.<\/p>\n\n<h5 class=\"wp-block-heading\">Delivery date<\/h5>\n\n<p class=\"wp-block-paragraph\">If necessary, fill in the delivery date. If there is no delivery date on the order, the order will be sorted by the date the order was created.<\/p>\n\n<h5 class=\"wp-block-heading\">Comment field<\/h5>\n\n<p class=\"wp-block-paragraph\">Choose whether comments here should be shown to the customer or not. By default, <em>Internal comment<\/em> is checked.<\/p>\n\n<p class=\"wp-block-paragraph\">If the sales order was generated from a <strong>quote<\/strong>, the quote descriptions are available as comments. There may be multiple comments depending on whether the quote contains a description of the quote content and a description under the service object that is on the quote.<\/p>\n\n<h5 class=\"wp-block-heading\">Articles<\/h5>\n\n<p class=\"wp-block-paragraph\">Here you add articles. Search among Latest articles or in the Article Register.<\/p>\n\n<p class=\"wp-block-paragraph\">The Delivered Quantity field is set to 0 if you do not enter anything there. Only when the Delivered Quantity field is filled with a quantity does the Ready for invoicing button appear. See also <a href=\"#dellev\" data-type=\"internal\" data-id=\"#dellev\">information about partial delivery<\/a><\/p>\n\n<p class=\"wp-block-paragraph\">If there are sub-articles on the articles, they are not displayed to the customer here.<\/p>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"75\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_kundvagn75q.png\" alt=\"\" class=\"wp-image-9883\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_kundvagn75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_kundvagn75q-50x50.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_kundvagn75q-60x60.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"wp-block-paragraph\">If you want to create a <strong>Purchase Order<\/strong> for the articles, click on the shopping cart above the articles, select which articles should be added to the purchase order and click <strong>Create new<\/strong>.<\/p>\n<\/div>\n<\/div>\n\n<h5 class=\"wp-block-heading\">Save<\/h5>\n\n<h4 class=\"wp-block-heading\">Once saved, the following information is also displayed:<\/h4>\n\n<h5 class=\"wp-block-heading\">Integration reference<\/h5>\n\n<p class=\"wp-block-paragraph\">When the order is sent to the accounting program and the accounting program supports this, you will see the reference number here.<\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Agreements<\/strong>:<\/h5>\n\n<p class=\"wp-block-paragraph\">Specifies from which Agreement (name of the agreement) the order is created.<\/p>\n\n<h5 class=\"wp-block-heading\">Created by:<\/h5>\n\n<p class=\"wp-block-paragraph\">Indicates when the order was created and from which agreement.<\/p>\n\n<h5 class=\"wp-block-heading\">Last edit:<\/h5>\n\n<p class=\"wp-block-paragraph\">Lists who made changes to the order and when.<br\/>CONDITIONS: That you have selected <em>Work Order Settings &#8211; Show last edit.<\/em><\/p>\n\n<h5 class=\"wp-block-heading\">Fault report:<\/h5>\n\n<p class=\"wp-block-paragraph\">If the order is generated from an Fault Report, it is indicated here.<\/p>\n\n<h5 class=\"wp-block-heading\">Sent e-mail:<\/h5>\n\n<p class=\"wp-block-paragraph\">This lists who sent it, when and to which email.<\/p>\n\n<h4 class=\"wp-block-heading\">When you have saved the order and the delivery quantity is filled in, you can choose to:<\/h4>\n\n<ul class=\"wp-block-list\">\n<li>Ask the customer to sign the order (signatur is activated in the<em> Sales order settings<\/em>)<\/li>\n\n\n\n<li>Edit<\/li>\n\n\n\n<li>Mark as <em>Ready\u00a0for invoicing<\/em><\/li>\n\n\n\n<li>I steg 2, dvs n\u00e4r du valt&nbsp;<em>Klar f\u00f6r fakturering&nbsp;<\/em>kommer f\u00f6ljande val upp:\n<ul class=\"wp-block-list\">\n<li><em>Mark as invoiced<\/em><\/li>\n\n\n\n<li><em>Generate restorder<\/em>. The option appears if you have specified at least 1 of the articles as delivered. You can then create backorders for those that have not been delivered. You must have permission to create sales orders.<\/li>\n\n\n\n<li><em>Send order<\/em> (if you have an accounting program connected to the system).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<h6 class=\"wp-block-heading\">You can also (if you have those permissions):<\/h6>\n\n<ul class=\"wp-block-list\">\n<li>Edit<\/li>\n\n\n\n<li>Email order confirmation or send invoice<\/li>\n\n\n\n<li>Print the order (Default) or delivery note. Prices are not printed on the delivery note.<\/li>\n\n\n\n<li>Assign the order to a technician\/employee<\/li>\n\n\n\n<li>Upload documents<\/li>\n\n\n\n<li>Generate invoice as pdf. Applies to groups that do not have integration with business (accounting) system.<\/li>\n<\/ul>\n\n<h5 class=\"wp-block-heading\">History<\/h5>\n\n<p class=\"wp-block-paragraph\">See activities on the Sales order<\/p>\n\n<h4 class=\"wp-block-heading\">Information to admins<\/h4>\n\n<h5 class=\"wp-block-heading\">Partial delivery?<\/h5>\n\n<p class=\"wp-block-paragraph\" id=\"dellev\">Have you made a partial delivery? Click <em>Edit<\/em> and fill in the quantity in the <strong>Delivery quantity<\/strong> field. Don&#8217;t forget to save the change.<\/p>\n\n<p class=\"wp-block-paragraph\">Admin permissions are required to add partial deliveries.<\/p>\n\n<h4 class=\"wp-block-heading\">Concerning Sales order and Fortnox<\/h4>\n\n<p class=\"wp-block-paragraph\">When you create a sales order from an agreement and want to invoice it in Fortnox, you need to have activated &#8220;Periodization&#8221; in Fortnox for this to work. This applies if you have an invoice period of more than 1 month.<\/p>\n\n<p class=\"wp-block-paragraph\">Here are instructions (only available in Swedish) on how to use accruals in Fortnox: <a href=\"https:\/\/support.fortnox.se\/produkthjalp\/bokforing\/periodiseringar#installningar-periodiseringar\">https:\/\/support.fortnox.se\/produkthjalp\/bokforing\/periodiseringar#installningar-periodiseringar<\/a><\/p>\n\n<h5 class=\"wp-block-heading\"><strong>Module settings concerning Sales order<\/strong><\/h5>\n\n<h5 class=\"wp-block-heading\">Custom fields<\/h5>\n\n<p class=\"wp-block-paragraph\">If you want to add a custom field, it is created, with admin permission, in <em>Group Settings &#8211; Sales Order Settings.<\/em> Read more about custom fields.<a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=3on05&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fknowledge-base%2Fskapa-och-anvanda-mallar-och-egenkontroller%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9574\"> Learn more about custom fields.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\">View settings<\/h5>\n\n<ul class=\"wp-block-list\">\n<li>Show invoiced to<\/li>\n\n\n\n<li>Auto fill delivered amount when editing order.<br\/>With this setting, the field delivered (DEL.AMOUNT) is automatically filled in with the quantity ordered when you open the order, i.e. click Edit.<\/li>\n\n\n\n<li>Show warning on zero gross price<br\/>Warns if you have articles with 0 gross on the order.<\/li>\n\n\n\n<li>Require articles from registry<br\/>New articles cannot be added to the order and must already be in the article register. The popup for adding new articles is not displayed, but when saving, the new article is marked red and must be removed before the order can be saved.<\/li>\n\n\n\n<li>Show last edit<br\/>If selected, a last modified section will be displayed with the date, time, and who made the change. Click the down arrow to see previous dates.<\/li>\n<\/ul>\n\n<h4 class=\"wp-block-heading\">Custom status<\/h4>\n\n<p class=\"wp-block-paragraph\"><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=ritpp&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fstatus%2F%23egen-status&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Read how to set and use custom status here.<\/a><\/p>\n\n<h5 class=\"wp-block-heading\">Signature settings<\/h5>\n\n<ul class=\"wp-block-list\">\n<li>Use customer signatures<br\/>Allows a customer to sign after a regular signature has been added. What usually happens to the order when a regular signature is made only happens after the customer signs.<\/li>\n\n\n\n<li>Require customer signatures<\/li>\n<\/ul>\n\n<h5 class=\"wp-block-heading\">Print settings<\/h5>\n\n<ul class=\"wp-block-list\">\n<li>Remove prices from print<\/li>\n\n\n\n<li>Include comments in print.<br\/>Check this if you want to include comments that are displayed to the customer on the printed PDF.<\/li>\n\n\n\n<li>Include custom fields on PDF<\/li>\n\n\n\n<li>Show signatures<\/li>\n\n\n\n<li>Show images<\/li>\n<\/ul>\n\n<h4 class=\"wp-block-heading\">Default message<\/h4>\n\n<p class=\"wp-block-paragraph\">In the field, enter a message that will be displayed when you click <strong>Email \/ SMS &#8211; Send message<\/strong>. You can change the message in the popup without affecting the default message.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_SA_send_message.png\" alt=\"\" class=\"wp-image-26259\"\/><\/figure>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/12\/PS_EN_SA_popup_send_message.png\" alt=\"\" class=\"wp-image-26261\"\/><\/figure>\n\n<h4 class=\"wp-block-heading\">Print templates<\/h4>\n\n<p class=\"wp-block-paragraph\">You can also create your own print templates for sales orders. <a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=a708b7d798&#038;check=7rla7&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Ftags-sales-order-order-confirmation-and-delivery-note%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"21977\">Learn more about templates for Sales orders here.<\/a><\/p>\n\n<h4 class=\"wp-block-heading\">Show last edit<\/h4>\n\n<p class=\"wp-block-paragraph\">The &#8220;Show last edit&#8221; setting is controlled by what you have set in <em>Work Order Settings.<\/em><br\/>At the top of the order, the field Last edit: is displayed. A drop-down menu shows when and who made changes to the order. The field only appears when there are changes.<\/p>\n\n<h5 class=\"wp-block-heading\">Permissions for users concerning Sales order<\/h5>\n\n<p class=\"wp-block-paragraph\"><em>View, View (only) assigned, Edit, Edit (only) assigned, Create, Delete, Invoice, Assign, Assign to your self, Remove\/edit uploaded file<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sales order (SA) can be created in several ways: Search Sales order\u00a0 The sales order detail view shows:Status color &#8211; Date &#8211; Order number &#8211; Customer &#8211; StatusUnder the customer, any facility and service object are displayed. These colors are used:Green \u2013 receivedRed \u2013 delivery date has passedPurple \u2013 ready&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[378],"ht-kb-tag":[613],"class_list":["post-9660","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-orders-en","ht_kb_tag-sales-order-en"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9660","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=9660"}],"version-history":[{"count":60,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9660\/revisions"}],"predecessor-version":[{"id":29854,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/9660\/revisions\/29854"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=9660"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=9660"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=9660"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}