Where

Sales & CRM › Customers & Estimates › Sales orders

Who

Anyone allowed to see sales orders: all of them, their team's, or only their own.

At the top are four figures: Open orders, To deliver, Late to deliver and Waiting for approval. Under them, press a view to narrow the list: Open, To approve, To deliver, To invoice, Late, Closed, Drafts or Agents' orders. The list shows each order's Customer, Promised by, Total, how much is Delivered and Invoiced, its Deposit and its Status.

Export takes the list out as a file and ⚙ Columns chooses which columns the table shows. Once you have narrowed the list, + Save current filters as a view keeps that choice as a chip of your own beside All orders.

Sales orders: the orders promised this month

Make a sales order

Press New sales order.

Choose the Customer first: the order is in the customer's currency. To copy the lines and prices of an estimate, choose it in From estimate.

Fill Promised by and choose Invoicing: On delivered quantities, On ordered quantities or From the customer's setting. If you need them: Customer PO no., Sales agent, Hold the stock until and Deposit requested.

Add the lines with From the catalogue. Each line has its quantity, price, tax and warehouse.

Press Save as draft to finish later, or Confirm order.

An order above the customer's credit limit, or with a discount that needs approval, is not confirmed at once. It waits as To approve until the person who may decide presses Approve or Refuse. A refused order goes back to draft with the reason.

The order's own page

Press an order to open it over the list. Its head shows the number, the customer, the status, one main button and More ▾. The main button is the next step: Approve, then Confirm order on a draft, then Create delivery, then Create invoice.

Tab	What it holds
Lines	Three figures (Order total, Delivered, Invoiced) and every line: Ordered, Reserved, Delivered, Left and its Line total.
Deliveries & invoices	Every delivery and invoice made from this order, and its returns.
Activity	What was done on the order, when and by whom.

Under More ▾: Receive a deposit, Edit (a draft only), View PDF, Download, Send to the customer (a confirmed order), Order drop-ship lines from the supplier, Close what is left… and Archive.

Close what is left… closes what is not delivered yet and lets its held stock go. Every line, delivery and invoice is kept.

Flowrica on this screen

Press Ask Flowrica about this page at the top and ask in your own words, for example "Sales orders by status". Press Guide me and she walks you through the screen: she only points, you press.

Before: Turn an estimate into an invoice · Next: Issue an invoice