Sales orders allow you to track customer orders from creation through delivery, with automatic inventory updates when orders are completed.

Understanding Sales Order Statuses

When you first create an order, the default status is "Processing" - at this stage inventory won't be updated yet.

Available Order Statuses
  • Processing: Default status for new orders
  • Awaiting Processing: Orders waiting to be fulfilled
  • Shipped: Orders sent to customers
  • Partially Shipped: Orders with some items shipped
  • Delivered: Completed orders (triggers inventory update)
  • Canceled: Canceled orders
  • Returned: Orders returned by customers

Your inventory will be updated when you change the status to "Delivered". Telesto will subtract each item from the selected location and create all necessary transactions. The order will then be locked.

Creating a Sales Order
Create New Sales Order:
  1. Visit the sales order module
  2. Tap the + icon (bottom right)
  3. Enter the order number
  4. Select the warehouse
  5. Select the status (defaults to "Processing")
  6. Add products using the + icon in the products section
  7. Configure pricing, taxes, and discounts
  8. Save your changes
Order Number Setup

The first time creating an invoice, you must enter the initial order number. Subsequent orders will auto-increment.

Examples:
  • Start with: 1 → Next: 2, 3, 4...
  • Start with: 1000 → Next: 1001, 1002, 1003...
  • Start with: 0001 → Next: 0002, 0003, 0004...
Adding Products to Orders
Required Fields

For each product, only these fields are required:

  • Product selection
  • Quantity
  • Warehouse location
Optional Product Features
  • Batch Selection: Required if the product uses batch tracking
  • Item Discounts: Apply percentage discounts per item
  • Price Editing: Modify prices (system will ask to save new prices to product)
  • Auto Quantity: Enable in Settings to auto-fill with available stock
Order Information
Customer Information (Optional)

Link a customer to:

  • Auto-populate PDF customer information
  • Send invoices directly to customer email
  • View all customer orders in one place
Additional Order Details
  • Payment Status: Track payment progress
  • Shipping Date: Set when order is invoiced and packed
  • Additional Fields: Add custom information to appear on PDFs
Additional Field Example:
Field: "Package Status" | Value: "New"
This will display "Package Status → New" on the invoice PDF.
Important Considerations
Batch Tracking

If working with batches, select the batch for each item. This is crucial when the order is marked as delivered for accurate inventory updates.

Stock Quantity Checks

If "Enable stock quantity check" is enabled in settings:

  • Orders cannot exceed available inventory
  • System prevents overselling
  • Turn off to create orders for items not yet in stock

Example: If you have 20 laptops in stock and try to add 25 to an order, the system won't allow saving unless stock quantity check is disabled.

Order Modifications

Once an order is marked as "Delivered" and inventory is updated:

  • The order becomes locked
  • To modify, you may need to delete and recreate the order
  • All inventory transactions are permanently recorded