An order is what you agree before the money moves: a sales order is a customer's confirmed request to buy, a purchase order is what you send a supplier. Finocket tracks both, shows what's still open, and converts a completed order into an invoice or bill in one tap. Orders stay out of your books, GST and stock until then.
Why orders are kept out of your books
An open sales order is not a sale, so it never appears in your income, GST returns, receivables or stock. An open purchase order isn't an expense. Only when you Convert does the real document get created, so nothing is ever counted twice.
Raise an order
- Open Orders. Sales orders and purchase orders sit on their own tabs.
- Choose New sales order or New purchase order.
- The form opens on Basic: pick the customer (SO) or type the supplier (PO), set the order date, and add line items. Pick from your catalog to fill description and rate, and set quantities; totals add up as you go.
- Open Delivery & notes below it for the expected date and any note. It stays closed until you need it, and opens by itself when it holds something.
- Save. Each order numbers on its own series (SO-0001, PO-0001).
Track what's open
The register lists your orders with a status of draft, open, partial (some lines received or delivered), fulfilled or cancelled, so you can see at a glance what's still to be delivered or received.
Convert an order
When a sales order is ready to bill, tap Convert to invoice: Finocket creates a draft invoice for that customer with the same line items and marks the order fulfilled, linked to the invoice. A purchase order converts the same way into an expense (bill) for the order total. An order converts only once, so you can never accidentally bill it twice.
Scan a supplier bill or PO instead of typing it
On Procurement → Scan, photograph a purchase order or a supplier's bill and Finocket reads the lines for you. Each scanned line is now matched against your item catalog by name or SKU, so it resolves to a real item rather than a line of loose text. Accept the suggested match, pick a different item, or create a new item on the spot. Once you confirm a match for a supplier, Finocket remembers it: the next bill from that supplier skips the matching step for a line it has already seen.
Got a stack of bills? Pick several photos at once instead of scanning one at a time. Finocket reads all of them and keeps a scan history showing how each one turned out (read successfully, needs a second look, or couldn't be read), so you can work through them at your own pace rather than confirming each one before starting the next.
Access & control
Owners and assistants raise and convert orders; an invited accountant sees the register read-only. Orders is a module. Turn it on under Settings → Modules & features if the screen isn't in your nav.
Related: Clients & invoices, Inventory & stock.