Skip to main content

Sales Orders

Where: Sales → Sales Orders.

Every confirmed order, tracked to delivery and invoicing.

There is no "New Sales Order" button

Sales orders are created one way only: converting a Confirmed quotation (see Quotations). The order copies the quotation's line items and carries its BOM link.

The order detail​

Click any order to open it:

  • Meta — customer, PO reference, order date, expected delivery, source quotation.
  • Fulfilment panel — the material readiness verdict:
    • 🟢 "All materials available — ready to plan production."
    • 🟠 "N material shortages for this order" with a per-item list and a Create Purchase Requisition from Shortage button — one click sends a requisition to the Purchase team.
    • 🟢 "All materials issued to production" — the components have gone to the shop floor, so there is nothing left to buy for this order.
    • 🟠 "No BOM linked — production & material planning can't start" — attach a BOM (built in the BOM Generator).
    • ⚪ "Order fulfilled" / "Order cancelled" — once an order is shipped, delivered, invoiced or cancelled it has no material demand left, so no check runs and no requisition can be raised against it.
  • Line items (read-only) with subtotal, GST and total.
  • Order Timeline — the connected downstream documents (production job, dispatch, invoice…) per stage, so you can see exactly how far the order has travelled.

Statuses​

Draft → Confirmed → Processing → Shipped → Delivered → Invoiced (plus Cancelled). Use Update status to move it — though in practice, Dispatch sets Shipped/Delivered for you and Invoices handles Invoiced.

Tips​

  • Set the expected delivery date — it's what the Production Planner uses to rank build order and flag late risk.
  • Shortages are measured against available stock (on-hand minus reserved), so materials committed to other jobs aren't double-promised.
  • Material already issued to this order's production job is netted off first. Issuing stock empties the warehouse by design, so without this the components would look short again the moment they reached the shop floor. A partly-issued order shows only the remaining gap.
  • The Smart Procurement Agent also sweeps confirmed orders daily, so shortages get caught even if nobody clicks the button.