Sales orders guide
A sales order confirms customer demand and links it to delivery and invoicing while tracking processed quantities.
Creation and confirmation
Create the order directly or from an accepted quotation, add lines, terms, and expected delivery date, then confirm it.
- An order without lines cannot be confirmed.
- Only a draft can be edited or deleted.
Track fulfillment
The system updates delivery and invoice status from delivered and invoiced quantities, distinguishing partial and full fulfillment.
- An order can have multiple deliveries.
- Invoices use remaining uninvoiced quantities.
Closure and cancellation
The order can be closed from its documented fulfillment states. A confirmed order cannot be cancelled after deliveries or invoices exist.
- Duplication creates a new draft and resets fulfillment quantities.
- The system calculates each line total with discount and tax.
