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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.

📷 Screenshot spot — capture this screen and save it as static/img/screenshots/sales-sales-orders.png, then replace this whole box with the single line:
![Sales Orders](/img/screenshots/sales-sales-orders.png)

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.
    • 🟠 "No BOM linked — production & material planning can't start" — attach a BOM (built in the BOM Generator).
  • 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.
  • The Smart Procurement Agent also sweeps confirmed orders daily, so shortages get caught even if nobody clicks the button.