Sales Orders Count

This card counts submitted Sales Orders whose transaction date falls in the current quarter, so it shows how many customer orders you confirmed before any invoice was raised. Draft and cancelled orders are excluded by the docstatus filter. For a tour company each confirmed booking is one order. Nothing posts to the ledger at the order stage; the number is a measure of demand, and the matching Total Sales Amount card gives its value. A falling count early in the quarter is a warning to push sales.

Sales Orders Count = Count of Sales Order where docstatus = 1 and transaction_date in this quarter

1. 01Go to Selling; the card is in the top row with Total Sales Amount.
2. 02Click the card to open the Sales Order list filtered to this quarter.
3. 03To change the period, open the card menu > Edit and change the Timespan to this month or this year.
4. 04Open any order to see its status: To Deliver, To Bill or Completed.
5. 05Turn delivered orders into invoices from the order's Create menu > Sales Invoice.

Shows order volume before invoicing.

Each tour booking confirmed as a Sales Order adds one.