Orders
A new order starts at Draft. Open, acknowledged, and rejected are the status choices. The other branch starts the customer invoice.
A new order starts at Draft (draft). A new order was created but isn't yet active. Create new sales account records it, numbered SO- and joined to the account. Draft (draft) is the default. The order is recorded and not yet active.
No starting status is named. You choose Mark as open. The order takes Open (open). The order is opened, awaiting the customer's confirmation.
No starting status is named. You choose Acknowledge. The order takes Acknowledged (acknowledged). The customer accepted the order received by email, or you marked that acceptance.
No starting status is named. You choose Reject. The order takes Rejected (rejected). The customer rejected the order.
In Process (in-process), Completed (completed), and Canceled (canceled) are listed, and nothing on this screen names a change into them. Invoice Status and Shipping Status are listed, and nothing on this screen names a change into them.
How it moves
- Create Orders — Create new sales account records a new SO- order. Draft (
draft) is the default. - Create Sales Order Bulk — Bulk Import Orders imports orders together. The status they take is not named.
- Edit Orders — Update saves the order. It does not name a status.
- Send email — Send email sends a link to the document
- Confirm Sales Order — Confirm order confirms the order. The status it writes is not named.
- Create Invoice from an Order — Generate invoice creates the customer invoice, and it appears on the invoice table
This order and the quote each point at the other. A customer invoice (INV-) and a bill of lading (BOL-) each point at this order.
Open Sales → Sales Pipeline → Orders.
On this screen
No starting status is named for these choices.
| Choice | Sets | From |
|---|---|---|
| View order details | ||
| Mark as open | Open (open) | |
| Acknowledge | Acknowledged (acknowledged) | |
| Reject | Rejected (rejected) | |
| Cancel | ||
| Delete |
View order details opens the order. Cancel cancels the order, and it does not name the status it writes. Delete removes the order.
Related
- Sales — the module this screen belongs to
- Order — the SO- record this screen lists
- Blanket Sales Orders — this order can point at that BLSO- agreement, which locks negotiated pricing for recurring scheduled releases