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Version: 7.0

Sales orders

Where to find​

Open “Sales” → “Operations” → “Sales orders”.

Purpose​

A sales order records:

  • the customer and sales terms;
  • the order contents (lines);
  • prices, discounts, and taxes;
  • the scheduled date (the planned shipping date);
  • links to shipments, invoices, manufacturing orders, and purchase orders (if such scenarios are enabled).

Sales order list​

Sales orders list

In the list, you typically see:

By default, the “Opened” filter is enabled — it hides locked orders.

Filters and the set of columns depend on your configuration.

Sales order card​

Sales order card

Main fields​

Typically, the card includes:

  • Customer;
  • Date and Scheduled date;
  • Location;
  • Delivery address (if used);
  • Type — the order type; the field is required and is filled in automatically when only one type exists;
  • Our representative — the company employee responsible for the order; defaults to the current user if they are linked to an employee.

The “Copy” action on the card creates a copy of the order. The card footer shows the customer’s “Debt” and “Overdue debt”; clicking a value opens the debt details.

Order lines​

In lines, you specify:

  • item;
  • quantity;
  • price;
  • discount (if used);
  • line amount.

Recommendation: fill in the customer and location first, then add lines — this helps the system select prices and availability more accurately.

Confirmation and cancellation​

An order moves through the statuses Draft → Sent → Confirmed → Locked, and can be Canceled from any status except Draft and already canceled orders.

For details on statuses, transitions, and restrictions, see: Sales order workflow and statuses.

The order card shows related documents as tabs:

Purchase orders are shown not as a tab but as a “Purchase orders” link in the card footer.

The available tabs depend on enabled modules.