Sales orders record customer requests for stock and drive the fulfillment process. Navigate to Stock → Sales Orders to view and create orders.
The Sales Orders Screen
The screen lists all sales orders in your account. Each row shows: Order (reference number), Reference (customer or external reference), Extra Information, Customer, Order Date, Value (Extax), Source, Order Type, Status. Use the search bar or filters to narrow the list by status, customer, or date.
Creating a Sales Order
Click New Sales Order to open the order form. Enter:
Customer — select the stock customer placing the order
Order Date
Order Type — Supply Order (standard stock fulfillment) or General (miscellaneous order)
Source — From Stock (fulfilled from warehouse inventory) or Drop Shipment (supplied directly from vendor to customer)
Reference and Extra Information for internal tracking
Add line items by selecting the product, quantity, and unit price for each line. Save to create the order in Draft status.
Order Status Flow
A sales order moves through the following states:
Draft — the order is being prepared and has not been confirmed
Active — the order has been confirmed and is ready for fulfillment
On Hold — the order is paused (for example, awaiting payment or stock availability)
Completed — all line items have been dispatched and fulfilled
Cancelled — the order was cancelled before completion
Order to Dispatch
Once a sales order is set to Active, the system creates dispatch records to fulfill the order. Navigate to Stock → Dispatches to process the outbound shipment. See Stock - Order Fulfillment for the dispatch workflow.
Supply Orders vs General Orders
Supply orders are the standard type, linked directly to stock fulfillment and driving dispatch records from warehouse inventory. General orders are used for miscellaneous transactions that do not follow the standard stock dispatch workflow — for example, services billed through the stock module or orders not tied to a physical product dispatch.TODO