# How to create a sale order in Snad

To create a sale order in Snad ERP, open **Sales**, then **Sale order**, and press **Create sale order**. Pick the customer, add products with **Add product**, check the quantity and price, then press **Save**. The saved order page opens, where you convert it to an invoice.

## Before you start

- A Snad account, with the Sales app in your plan.
- Permission to create sale orders for your user ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).
- The customer and products already exist ([add a customer](https://www.snad.io/en/guide/create-customer)).

## Steps

1. **Open the sale order screen.** In the sidebar, choose **Sales**, then **Sale order**, and press **Create sale order** above the list. [Details](https://www.snad.io/en/guide/create-sale-order#adv-from-quote)

   ![The Snad sale order list with the Create sale order button above it](https://www.snad.io/images/guide/create-sale-order/nav-en.webp)

   Image key: (1) **Sale order** in the sidebar · (2) The **Create sale order** button

2. **Pick the customer and check details.** Click the **Customer** field and pick the [customer](https://www.snad.io/en/guide/create-customer) from the list, then check the **Date**. If the **Branch**, **Warehouse** and **Salesman** fields show, pick their values ([branches](https://www.snad.io/en/guide/add-branch), [warehouses](https://www.snad.io/en/guide/add-warehouse)); they are required.

   ![The main information card on a new sale order form after picking the customer](https://www.snad.io/images/guide/create-sale-order/form-en.webp)

   Image key: (1) The **Type** list: Sale order · (2) The order **Date** · (3) **Customer** · (4) **Salesman**

3. **Add the products.** Press **Add product**, search by name or barcode, tick the [products](https://www.snad.io/en/guide/create-product) you need, then press **Apply**.

   ![The Add products window on the sale order with two products ticked](https://www.snad.io/images/guide/create-sale-order/picker-en.webp)

   Image key: (1) Search by name, number, SKU or barcode · (2) A ticked product · (3) The **Apply** button

4. **Set quantity and price.** On each line, enter the **Quantity** and check the **Price**. A discount on one product goes in that line's **Product discount**.

   ![Product lines on the sale order with quantity and price fields](https://www.snad.io/images/guide/create-sale-order/lines-en.webp)

   Image key: (1) **Quantity** · (2) **Price** · (3) Line menu: product info, notes, remove

5. **Check the summary and reference.** In the **Summary**, check **Extra charge**, **Discount percentage** and the total ([tax setup](https://www.snad.io/en/guide/tax-settings)). In **Notes and attachments**, write the order **Reference**, such as the customer's purchase order number.

   ![The Summary card and the Notes and attachments card on the sale order](https://www.snad.io/images/guide/create-sale-order/summary-en.webp)

   Image key: (1) **Extra charge** · (2) **Discount percentage** · (3) Tax and total · (4) **Reference**

6. **Save the sale order.** Press **Save** at the top of the form. The saved sale order page opens next. [Details](https://www.snad.io/en/guide/create-sale-order#adv-after-save)

   ![The Save button at the top of the sale order form](https://www.snad.io/images/guide/create-sale-order/save-en.webp)

   Image key: (1) The **Save** button

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| Pick a product first | The sale order has no products. | Add at least one product with **Add product**. |
| Enter a price · Enter a quantity | A line has no price or no quantity. | Fill the missing value on the flagged line. |

## Advanced details

### Create the order from a quotation

The **Type** field on the main information card starts on **Sale order**. Change it to **Quotation** and a **Quotation list** field appears, showing each quotation's number and customer.

Pick a quotation and Snad copies its customer, branch, warehouse, salesman, lines, discount, charges, notes and reference into the order. Check them, then save.

To create the quotation itself, see [create a quotation](https://www.snad.io/en/guide/create-sales-quote).

![The quotation list open on a sale order form after choosing Quotation as the type](https://www.snad.io/images/guide/create-sale-order/from-quote-en.webp)

Image key: (1) The **Quotation list** · (2) A quotation with its number and customer

### The Type list on the form

The **Type** list offers two options: **Sale order** and **Quotation**. It shows only while you create a new order, and disappears after saving.

The [invoice form](https://www.snad.io/en/guide/create-sales-invoice) has the same **Type** list; choose **Sale order** there to create the invoice from an existing order.

![The Type list open on the sale order form: sale order and quotation](https://www.snad.io/images/guide/create-sale-order/source-en.webp)

Image key: (1) Two options: sale order and quotation

### After saving: convert to an invoice

On the saved order page you find **Convert to invoice** and **Print** ([print settings](https://www.snad.io/en/guide/print-settings) and the [print template](https://www.snad.io/en/guide/print-template-builder)). **Convert to invoice** shows to users allowed to create invoices, as long as the order hasn't been converted yet.

Converting opens the [invoice form](https://www.snad.io/en/guide/create-sales-invoice) with the order's data carried over. When you save the invoice, the order counts as used and its convert button disappears.

Unlike a [quotation](https://www.snad.io/en/guide/create-sales-quote), the order has no button to share it with a public link.

![The header of a saved sale order: Convert to invoice and Print](https://www.snad.io/images/guide/create-sale-order/saved-en.webp)

Image key: (1) The **Convert to invoice** button · (2) **Print**

## Common questions

### How do I add a new sale order in Snad?

Open **Sales**, then **Sale order**, and press **Create sale order**. Pick the customer, add the products, then press **Save**.

### How do I create a sale order from an existing quotation?

On the new order form, change the **Type** to **Quotation**, then pick the quotation from the **Quotation list**. Its data moves into the order.

### How do I convert a sale order to an invoice?

Open the saved order and press **Convert to invoice**. An invoice form opens with the order's data. Check it, then save the invoice.

### Why don't I see the Convert to invoice button?

It shows only to users allowed to create invoices, and only for an order not converted yet. After an invoice is saved from it, the button disappears.

## Read next

- [Create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) — Create a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales.
- [Create a quotation](https://www.snad.io/en/guide/create-sales-quote) — Create a quotation in Snad: pick the customer, add products, check the discount and total, and save. Six steps, plus sharing and converting to an invoice.
- [Add a customer](https://www.snad.io/en/guide/create-customer) — Add a customer in Snad: name, phone, address, tax details and payment terms, then save. Five short steps with screenshots, plus the Excel import.
- [Add a product](https://www.snad.io/en/guide/create-product) — Add a product in Snad: pick the type, enter the name, price, cost and stock, then organize and save it. Eight short steps with screenshots.
- [Set sales settings](https://www.snad.io/en/guide/sales-settings) — Set sales settings in Snad: default customer, selling at a loss, payment methods, preset notes and WhatsApp sending. Five steps with screenshots.
- [Snad sales software](https://www.snad.io/en/sales) — Invoices, quotations and sale orders in one place.

[Open this screen in Snad](https://app.snad.io/dashboard/sales/sale-order/create)

- **URL:** https://www.snad.io/en/guide/create-sale-order
- **Last reviewed:** 2026-11-04

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