Antonella De Lazzari · CEO and co-founder
Updated November 10, 2026
The short answer
A sales order note (in Argentina, a nota de pedido) is the internal document where the salesperson records what the customer confirmed: which products, what quantities, at what price, under which payment terms and where to deliver. It is not a tax document. It lets the rest of the company prepare, deliver and invoice exactly what was sold.
Sales order note template
The template is in Spanish and comes filled in with made-up sample data. In the spreadsheet, fill in the yellow cells: amounts are calculated for you. The sample VAT rate is 21% and amounts are in Argentine pesos (ARS).
What a sales order note includes
- Number and date
- So invoicing and the warehouse refer to the same order.
- Customer to be invoiced
- Legal name, tax ID and tax status. It may differ from the person the deal was negotiated with.
- Contact and delivery address
- Who receives the goods, where and at what time.
- Salesperson
- Who answers when a detail is missing.
- Products
- Code, description, quantity and unit. The unit matters: metres, boards and boxes are different things.
- Unit price, discount and total
- The ones agreed with the customer, which may differ from the price list.
- Payment terms and currency
- Due date, payment method and exchange rate where it applies.
- Delivery date
- The date promised to the customer.
- Notes
- Everything agreed that does not fit in a column: partial delivery, who pays freight, installation.
How it differs from other documents
- Quote
- Issued by the salesperson to propose price and terms. There is no sale yet.
- Purchase order
- Issued by the customer to confirm the purchase in writing.
- Sales order note
- Entered by the salesperson to record, inside the company, what has to be delivered and invoiced.
- Delivery note
- Issued by whoever delivers. It travels with the goods and proves they were received.
- Invoice
- Issued by accounting. It documents the sale for tax purposes and enables collection.
Where the step from quote to order note breaks
- It gets typed again
- The quote was prepared in one place and the order note is entered into the management system, product by product. Every long order is a chance to enter a quantity wrong.
- Quoted to one party, invoiced to another
- The quote went out in the architect's name and the invoice goes to their client. If nobody wrote it down, accounting finds out when invoicing.
- Some quoted lines stay off the invoice
- Freight or installation appear on the quote and are billed by a third party. Someone has to know which lines go into the order.
- There were several versions
- Five proposals went out and the customer accepted the fourth, in a different colour. The order note has to come from that one.
- The price is entered by hand
- The system brings the code and the salesperson types the price they remember agreeing.
What it looks like when the order note comes from the accepted quote
In Patio the quote the customer accepted is the source of the order note. Products, quantities, the agreed price and the payment terms move into the order just as they stood at the end of the negotiation.
The salesperson states what changes in that deal (who gets invoiced, which lines stay out) and reviews it before sending. The order reaches your management system with that data, and accounting keeps invoicing where it invoices today.