Product Detail

Go to Settings → Sales → Pricing → Enable “Pricelist”, then you can set a default pricelist in the agreement.

From the Sales module, click on “Agreement Order” menu under the Orders section. This will open a list view of all created agreements, where you can view and manage existing agreement records.

Select the required customer, payment terms,validity date, salesperson, pricelist, company, and warehouse, then add products with their quantities and pricing in the order lines to define the agreement structure.

After On clicking the Submit button, the agreement is sent for approval to the Sales Manager who is set on the agreement.The assigned Sales Manager reviews the details and approves the agreement accordingly.After submission, the Approval button becomes visible. By clicking the Approval button, the Sales Manager approves the agreement, and the record is moved to the Approved state.

After the agreement is moved to the Approved state, buttons such as “Create Sale Order” and “Register Payment” become visible. From here, you can proceed by clicking Create Sale Order to generate a sales order based on the approved agreement details or generate advance payment for this customer.

Now, you can create a Sale Order based on the required demand quantity. By clicking Create & View Order, a Sale Order is generated with all the previously defined agreement details automatically applied.

Sale order is created from the agreement with all configured products, quantities, prices, and related details automatically applied.

Using the Register Payment button, you can create an advance payment, and an advance payment is created for the customer against the agreement.

You can see payment is created for that customer. Now you can see the posted invoice with outstanding credits, and you can use the available payments shown to directly settle the invoice by clicking on Add.

Note: If the Accounting module is installed, while creating a payment you must select the correct incoming payment account (e.g., 121100 Products to Receive). Similarly, for outgoing payments, select the proper account (e.g., 101403 Outstanding Receipts). This ensures that payments are correctly reflected and properly matched with the invoice.

Now you can view delivered quantity, invoiced quantity, and remaining quantity, which are automatically updated based on the order progress.

You can see that agreement line wise sale order is attached with original quantity, ordered quantity, invoiced quantity, delivered quantity, and other related details.

You can restrict changes in the sale order created from the agreement by enabling “Disable adding more lines to SO”, which prevents users from modifying the order, including changes in quantity and unit price.

You can generate a detailed agreement report with a single click, which includes order quantity, delivered quantity, invoiced quantity, and product information for better tracking and analysis.

By clicking on the Discount button, you can apply a discount across all products in the agreement lines. This ensures a consistent discount is applied to the entire agreement efficiently.

Expire Agreement Orders automatically sets agreements to expired when the validation date reaches today, helping you track and manage expired records.