Sales Orders Sales & POS

Tracks sales orders and how much of each has been fulfilled, with per-category and per-product breakdowns.

The main Orders tab lists each order's date, order number, customer, location, status, shipping status, quantity remaining to fulfill, and who added it. Filters narrow by business location, customer, status, shipping status, and date range. Three further tabs — List, By Category, and By Product — present the same order data grouped differently for planning and reporting.

The Add Sales Order button (requiring so.create) opens the same form used for a regular sale, pre-set to create a sales order with status forced to Ordered.

Viewing the list requires so.view_own, so.view_all, or so.create — users without full view access see only orders they created.

Step-by-step Workflow

1. Filter the Orders tabNarrow by location, customer, status, shipping status, or date range.
2. Review quantity remainingCheck how much of each ordered product still needs to be delivered or invoiced.
3. Create a sales orderClick Add Sales Order to record what a customer has committed to buying.
4. Fulfill the orderAs items are shipped or converted to a sale, quantity remaining decreases and status updates.
5. Browse alternate viewsSwitch to the List, By Category, or By Product tab to see order data grouped differently.