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Create a sales order

Create one order for one customer. The order autosaves as you choose the customer, add lines, and review whether each line can be fulfilled.

5 steps · ~4 minCreates an Open orderpricing resolves on each linedelivery starts Not shipped

  1. Start the order. From Sales > Sales orders, choose New Order. Select the customer first. Ashicore stores the customer id and snapshots the customer name, so future customer renames do not change old orders.

    Ashicore · Sales orders New Order
    OrderCustomerStatusDelivery
    SO-2076Valley Farm SupplyOpenPartial
    SO-2075North Fork NurseryDoneShipped
    SO-2074High Desert GrowersOpenNot shipped

  2. Choose the customer and delivery deadline. Pick the customer and set the delivery deadline as needed. Order date and requested date exist on the sales order record, but the current order card focuses on the delivery deadline used by fulfillment, allocation, and make-to-order planning.

    New sales order
    Customer*
    Valley Farm Supply
    Project
    Spring reset
    Delivery deadline
    Apr 18, 2026

    The customer can supply default shipping and billing address values. If the customer has projects, you can link the order to one project. The order card autosaves field changes; there is no separate save button.

  3. Add line items. In Line items, choose Add line, select an item, and enter quantity, unit price, discount, and tax. A saved order keeps one row per item, so the same item cannot be added twice to the same order.

    SO-2077 · Valley Farm Supply + Add line
    ItemQtyListUnit priceDisc.Line total
    Premium Potting Mix MIX-PREM-YD18 yd3$38.00$34.2010%$615.60
    Screened Compost CMP-SCR12 yd3$31.00$31.000%$372.00
    Product revenue$987.60
    Discount$68.40
    Order total$987.60

    When a customer, item, and quantity are available, the line asks the pricing engine for a suggested unit price. The line stores:

    FieldMeaning
    listUnitPriceThe item’s base selling price used as the discount reference.
    unitPriceThe price charged on this order line.
    discountPercentThe discount from list price to unit price.
    pricingSourceTypeschedule_break when a schedule break priced the line, otherwise base_price.
    pricingScheduleName / pricingBreakLabelThe schedule and break snapshot, when one applies.
    isPriceOverriddenTrue when the user changed the suggested price.

    Hover the discount cell to see the pricing source: the schedule and break, Manual price override, or Base price.

  4. Read availability. Each line shows three fulfillment cells: Sales items, Ingredients, and Production. Use them before promising a date.

    Fulfillment · SO-2077
    LineSales itemsIngredientsProduction
    Premium Potting MixExpectedAvailableMake
    Screened CompostAvailableN/ANo production
    CellWhat it tells you
    Sales itemsWhether the finished item is available, expected, or not available.
    IngredientsWhether made-item components are in stock, picked, expected, not available, or not applicable.
    ProductionWhether the line needs manufacturing, has linked manufacturing work, or needs no production.

    A Make production state means the line can be turned into a manufacturing order from Sales.

  5. Add shipping and notes. Optionally add a shipping fee description, shipping fee amount, shipping fee tax, and notes. The totals strip rolls up product revenue, discount, shipping fee, tax, and total. Totals are computed from the order lines and shipping fee fields; they are not edited directly.

    Delivery & totals ✓ Saved
    Shipping fee description
    Local delivery
    Shipping fee
    $85.00
    Notes
    Call before delivery.
    Product revenue$987.60
    Shipping fee$85.00
    Tax$69.72
    Order total$1,142.32

What’s next

Section titled “What’s next”
Deliver & invoiceShip stock, lock shipped history, and send the invoice to the connected provider.Make to orderCreate manufacturing orders for lines that need production.