A sales order is the customer’s confirmed order: what to deliver or do, when, and at what price. From here you move to shipment and invoice.
How to open: Sales → Sales orders
Why use sales orders
- track which orders are open, in progress, or fulfilled
- plan delivery / picking
- create a shipment or sales invoice from the order
- link the order to a quote or webshop / channel order
Where an order comes from
- converted from a quote
- created manually
- from the webshop or sales channel (if integrated)
What you can do
- Open Sales orders.
- Filter by status, customer, date.
- Open an order — review lines, amounts, delivery addresses.
- Edit lines / status if your permissions allow.
- Create a shipment when goods go out or are handed over.
- Create or link a sales invoice when you can bill (directly or via shipment).
- Mark the order complete when everything is fulfilled and invoiced.
Statuses (typical)
| Status | What it means |
|---|---|
| Open / new | Order awaiting fulfilment. |
| In progress | Picking or delivery is underway. |
| Fulfilled | Goods / service are done. |
| Invoiced | Related invoice(s) exist. |
| Cancelled | Order cancelled. |
Exact names depend on your setup — check the labels on the page.
Link to warehouse
If warehouse is in use:
- the order may go to the sales pick queue (Warehouse)
- pick lists help pick goods
- the shipment reduces / moves stock (depending on setup)