A Blanket Order is a customer’s request to provide materials for particular items over a defined period, typically at pre-arranged rates.

Sales orders can be derived from a blanket order, aligning with the delivery schedule outlined by the customer. Blanket orders assist customers in avoiding the need to store large quantities of materials while enabling them to benefit from locked-in rates by committing to volumes within a specified timeframe.

To access Blanket Order, go to:

Home > Selling > Sales > Blanket Order

1. Prerequisites

Before creating and using a Blanket Order, it is advised that you create the following first:

• Customer or Supplier
• Item

2. How to Create a Blanket Order for Sales and Purchase

1. Go to the Blanket Order list, click on New.
2. Select Selling/Purchasing in Order Type.
3. Select Customer/Supplier.
4. Specify the validity period of the order by selecting From Date and To Date.
5. Enter Item Code, Quantity and Rate in the Item table. You can also mention the Terms and Conditions for each item.
6. Submit.

3. Features

3.1 Create Sales Orders

The ‘Ordered Quantity‘ field will be revised upon placing a Sales Order. Following the submission of a Blanket Order, you can initiate new Sales Orders by selecting ‘Sales Order‘ from the ‘Create‘ menu.

3.2 Create Purchase Orders

The ‘Ordered Quantity’ field will be adjusted upon placing a Purchase Order. Following the submission of a Blanket Order, you can generate new Purchase Orders by selecting ‘Purchase Order’ from the ‘Create‘ menu.

3.3. Create Quotations

Once a Blanket Order is submitted, you can create new Quotations by clicking on Quotation under the Create button.

3.4. Dashboard

Through the Dashboard, you have the capability to observe Purchase Orders, Sales Orders, and Quotations associated with this Blanket Order.

Note:  Multiple Sales Orders, Purchase Orders, and Quotations can be generated against a single Blanket Order.

4. Related Topics

• Sales Order
• Purchase Order