# Wholesale step 4: sales orders and invoices

> Take orders from shops and reps as sales orders, pick and invoice them from the right warehouse, and print A4 invoices with carton quantities.

Source: https://docs.smartposhub.com/business-types/wholesale/step-4-sales-orders-and-invoices/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

Wholesale orders come in by phone, from reps visiting shops, or by message. They are packed, loaded and invoiced the next day. **Sales orders** record the order; the **invoice** records the delivery and the money owed.

## Before you start

- **Enable Sales Order** is on (**Settings › Business Settings › Sale**).
- Customers, price groups and carton units are set up ([steps 2](https://docs.smartposhub.com/business-types/wholesale/step-2-cartons-units-and-price-groups/) and [3](https://docs.smartposhub.com/business-types/wholesale/step-3-credit-customers-limits-and-terms/)).
- Reps are added in **User Management › Sales Commission Agents** if you pay commission.

## Record the order

1. Open **Sell › Sales Order** and click **Add Sales Order**.
2. Choose the warehouse or depot (**Business Location**) and the **Customer**.
3. Add products with carton units and quantities. Prices follow the customer's price group.
4. Add delivery details (address, preferred day) and save. The order shows status **Ordered**.

![Sales Order list with order numbers, customers, locations, status Ordered and shipping status](https://docs.smartposhub.com/_astro/sales-orders-list.Ce1wL_1W.png) (web app page: `/sales-order`)
*Sell › Sales Order: orders waiting to be delivered and invoiced.*

## Invoice the delivery

1. Open **Sell › Add Sale** and pick the **Business Location** that ships the goods.
2. Choose the **Customer**, then the order in **Sales Order**. The lines are copied in.
3. Change quantities to what is loaded (short-shipped items stay on the order).
4. Check **Pay term**, choose the **Commission Agent** if a rep took the order, and fill in **Shipping Details** ([step 5](https://docs.smartposhub.com/business-types/wholesale/step-5-delivery-and-shipping/)).
5. Set **Status** to **Final**, enter any payment received (or none) and click **Save and print**.

![Add Sale page with business location Main Warehouse – SITE, price group selector, customer, pay term, status, commission agent, invoice scheme, sale date and products table](https://docs.smartposhub.com/_astro/add-sale.CDiP9qAZ.png) (web app page: `/sells/create`)
*Sell › Add Sale: the wholesale invoice with pay term, status and commission agent.*

**Tip:** 
Without sales orders you can also save a **Draft** while you pick and finalise it when the truck is loaded. Use whichever your team finds simpler; don't use both for the same order.

## Rep performance

**Reports › Sales Representative Report** shows sales, commission and expenses per user or agent for a date range.

![Sales Representative Report with user, location and date filters, total sale minus returns and total expense, and a Sales Added tab listing invoices with payment status and amounts](https://docs.smartposhub.com/_astro/sales-rep-report.D0gSqdo6.png) (web app page: `/reports/sales-representative-report`)
*Reports › Sales Representative Report.*

Next: [step 5: delivery and shipping](https://docs.smartposhub.com/business-types/wholesale/step-5-delivery-and-shipping/).

  - [Quotations, drafts and orders](https://docs.smartposhub.com/selling/quotations-drafts-and-orders/)
  - [Add sale and invoices](https://docs.smartposhub.com/selling/add-sale-and-invoices/)
  - [Receipts and invoice layouts](https://docs.smartposhub.com/selling/receipts-and-invoice-layouts/)

## Frequently asked questions

### Where do I switch on sales orders?

Settings › Business Settings, Sale tab, Enable Sales Order. The Sales Order item then appears under Sell.

### Does a sales order reserve or reduce stock?

No. Sales orders do not change stock or the customer's balance and are not checked against the credit limit. The invoice made from the order does all three.

### How do I turn an order into an invoice?

Open Sell › Add Sale, choose the customer and pick the order in the Sales Order field. The lines are copied in; change quantities to what you actually deliver and save.

### Can I invoice part of an order?

Yes. Invoice what you deliver now and the rest later from the same order.

### Can a sales rep get commission?

Yes. Add reps in User Management › Sales Commission Agents with a commission percentage and choose them in Commission Agent on the sale. Reports › Sales Representative Report shows their sales and commission.

### Should I use Add Sale or the POS?

Add Sale suits wholesale invoices with many lines, pay terms and shipping details. The POS suits cash-and-carry counters.