> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/sales/sales-order/sales-order-batch-centre/creating-a-sales-order-batch.md).
# Creating a Sales Order Batch
### Overview
The Sales Order Batch functionality allows users to group multiple Sales Orders into a single batch for streamlined processing and management. The grouping of orders is controlled through the **Sales Batch Creation Criteria** app configuration, ensuring that only compatible orders are included in the same batch.
***
### App Configuration Requirement
Before creating a Sales Order Batch, ensure that the following configuration is set:
1. **Sales Batch Creation Criteria**
**Location:** Menu → App Config → **General** → **Sales Batch Creation Criteria**
**Functionality:** This
* This configuration determines how Sales Orders are grouped into batches.
* Multiple options can be selected, and the system will group Sales Orders into the same batch only when all selected criteria match.
**Available Options:**
* Store
* Currency
* Customer
By default, all parameters are selected in the app configuration.
***
### Workflow
**Step 1:** Navigate to **Menu → App Config → General → Sales Batch Creation Criteria** and select the parameters (e.g., **Store**, **Currency**, **Customer**) that should be used to group **Sales Orders**.
**Step 2: Now, g**o to **Sales Order Centre that** displays all existing Sales Orders. Select the **Sales Orders** that you want to include in the batch and click on the **Options dropdown menu**.
**Step 3:** Click on **Generate Sales Order Batch**. A confirmation dialog box will appear displaying the message: *"It will generate batch sales order for all the selected sales order(s)."*
**Step 4:** The system evaluates the selected Sales Orders based on the configured criteria.
* If the criteria match, a single batch is created and becomes visible in the **Sales Order Batch Centre**.
* If the criteria do not match, **separate batches are created** for each Sales Order.
* If no criteria are selected in the **app configuration**, the system creates a single batch containing all selected orders.
***
### Validation Rules
1. Sales Orders that are already part of an existing batch **cannot be added to a new batch**.
2. **Orders in Shipped, Partially Shipped status** and **Closed** statuses cannot be generate into a batch.
3. If a batch contains **multiple customers**, the **Customer Name and Customer Account#** fields will display **comma-separated values** in the batch header.
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