03 - Goods Issue against Sales Order

When a Sales Order (SO) is created and approved, the next step is to record the issue of goods from the warehouse to the customer. The system provides two ways to issue goods against a Sales Order.

Method 1: Issue from Sales Order

1. Open the Sales Order (SO) you want to process.

2. Click on Goods Issue.

3. This will automatically open the Goods Issue page.

4. Entity, Warehouse, Customer, and Delivery Address are pre-filled.

5. SO items are auto-loaded with product, quantity, and price details.

6. Edit the details if needed (e.g., quantity).

7. Save the transaction.

8. The stock will be reduced from the selected warehouse.

9. The system automatically links this Goods Issue to the original Sales Order.

Method 2: Create Goods Issue Manually

1. Navigate to Inventory → Goods Issue.

2. Create a new Goods Issue record and choose the party (Customer).

3. Select Type = Sales.

4. Click Add SO.

5. This will display the list of outstanding Sales Orders for the selected party.

6. Choose the desired SO.

7. The system will automatically pull in the SO details (entity, warehouse, customer, and delivery address).

8. All pending items from the SO will be listed.

9. Enter the quantity being issued (full or partial). You can also add additional items if any.

10. Verify or edit the general ledger and pricing details if required.

11. Save the record.

12. The goods will be deducted from the warehouse inventory.

13. The SO status will be updated based on issued quantities.

Key Notes

• Partial Issues: You can enter a lower quantity if only part of the SO is shipped. The balance remains open.

• Over Issues: The system may allow or restrict issuing more than ordered, depending on configuration.

• Ledger Impact: Goods Issue updates both the Inventory (Raw Materials/Finished Goods) account and the Sales/COGS Ledger as defined in the SO.

Quick One-Liner

“Goods Issue can be created directly from the Sales Order or manually by linking the SO while creating a Goods Issue transaction.”

Reports & Tracking

• Pending Dispatch Report – Shows Sales Orders awaiting goods issue.

• Goods Issue Register – Tracks all Goods Issue transactions, by customer or warehouse.

• Stock Outflow Dashboard – Highlights recent dispatches and stock movements.

Best Practices

• Always verify physical stock before creating a Goods Issue.

• Ensure delivery challans match the Goods Issue transaction.

• Record partial dispatches immediately to maintain inventory accuracy.

• Reconcile Goods Issues regularly with customer invoices for error-free accounting.

Next Step

After goods are issued, the next stage is Customer Invoicing and Payments, where invoices are recorded and matched against SOs and Goods Issues.