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Sales Order Overview

Go to: Quote / Sales Order

A Sales Order is an internal document used to track customer orders before fulfillment. It helps manage inventory, invoicing, and backorders efficiently.

Why Use Sales Orders?

✅ Single Invoice for Multiple Orders:

•Instead of generating separate invoices for each order, businesses can consolidate multiple sales orders into a single invoice (e.g., invoicing at the end of the month).

✅ Partial Invoicing:

•If only part of an order is available, you can invoice the fulfilled portion while keeping track of what still needs to be delivered.

✅ Backorder Tracking:

•When only a portion of an item is in stock, the system allows invoicing for available quantities while marking the rest as a backorder for future fulfillment.

✅ Sales Order Allocation Worksheet:

•When inventory is limited, this tool helps prioritize which sales orders to fulfill first based on selected criteria.

Sales Order Fulfillment Workflow

1. Order Received

Add all the items to the sales order. if the order was received in Excel format then you can import the sales order

2. Print the Picking List

Print, preview or email the picking slip.

3. Packing

Pack the items. The manager is notified when the items are packed.

4. Shipping

Once the order is packed, the manager can mark it for shipping and print the shipping label.

5. Inventory Updated