Sales order
Capture confirmed customer orders.
A Sales Order records a confirmed customer order ahead of fulfillment and invoicing. Orders carry a status and can require approval.
Create & manage
- Open Sales Orders and create one for the Customer.
- Add line items, Delivery Address and Customer Notes.
- Track its Current Status and use Change Status as it progresses.
- Review the Approval History where approvals apply.
See “Sales order fulfillment” and “SO pending approvals” for the next steps.
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