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Sales order management

Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.

Keep the commercial agreement in one place

A sales order records the customer, products, quantities, pricing and promised delivery information before the warehouse starts work. Confirmed orders provide the source for downstream picking, packing, shipments and invoices. Product descriptions and agreed-price snapshots keep those later documents anchored to the order rather than to a catalogue that may have changed.

See the difference between shipped and invoiced

Warehouse fulfillment and invoicing are separate progress dimensions. An order can be partly shipped, fully shipped but awaiting its invoice, or still carrying open lines. Stock reservations help protect the quantity allocated to the order. After confirmation, header and consumed-line protections prevent an apparently harmless edit from changing work that has already happened.

What to know before you start

Confirming a sales order reserves demand; it does not prove shipment or payment. Source-linked invoices preserve agreed prices, and consumed order lines cannot be casually rewritten.

Practical questions

Can an order be shipped in parts?

Yes. Smaller fulfillment tasks can cover part of the order while the remaining quantity stays visible.

Can shipping charges stay on the order?

Yes. Non-inventory service lines can represent charges, subject to role permissions and the protections on already-invoiced lines.

See how it fits your business.

Tell us how you work today, which countries you operate in and where the manual work piles up. Our team can help you choose the right starting point and prepare your setup.

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