Sales orders

Sales orders store the customer commitment. The database stores open or done, while the UI derives delivery state from shipped and cancelled quantities.

3 delivery statespricing resolves on line entryshipped lines lock

Delivery states

State	What it means	Edit	Deliver	Delete
Not shipped	No line quantities have shipped.	yes	yes	yes
Partially shipped	Some, but not all, ordered quantity has shipped.	limited	yes	no
Shipped	Every deliverable line has shipped or been cancelled after partial delivery.	no	no	no

Work with orders

Create a sales orderCustomer, lines, pricing, availability, shipping, and totals.›Deliver & invoiceShip stock, preview a BOL, close accepted partials, and push eligible invoices.›Make to orderCreate manufacturing work for unmade sales lines.›

Print sales documents

Open a saved order’s header menu to print the sales order, include line statuses, omit discounts, or produce a packing list with or without lot-tracing details. Packing lists show remaining quantities while an order is open and shipped quantities after completion. Planned lot tracing is open-order pick guidance; completed orders offer the standard packing list because shipment-history tracing is not yet available. Print opens the complete server-rendered PDF in a new tab, while Download sales order PDF saves the standard order. From the orders list, select up to 50 orders to print or download the standard orders together as one PDF.