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Sales Orders /a/sales-orders

The backbone of your fulfilment workflow. Once a customer accepts an Estimate it becomes a Sales Order and moves through a six-stage pipeline — from Confirmed all the way to Closed.

Two ways to view your orders

Sales Orders pipeline view showing Kanban columns for each status stage — Pipeline view — each column is a stage. Cards show the SO number, customer, and value at a glance.

Use the Pipeline / Table toggle (top right) to switch between views:

Pipeline (Kanban)

Each column is a stage. Cards stack vertically within their stage. Best for a visual overview of where every order stands — spot bottlenecks instantly if orders pile up in one column.

Table

A row-per-order list with columns for SO#, Customer, linked Estimate, Total, Status, Priority, Assigned To, and Required Date. Easier to sort and search when you have many orders.

The six-stage pipeline

Confirmed

Order accepted, not yet in production.

In Production

A Work Order has been created and is active.

Ready to Ship

WO completed — goods packed, awaiting dispatch.

Shipped

Shipment created in the Shipping module.

Invoiced

Invoice raised against this order.

Closed

Fully paid and archived.

Automatic transitions Two status changes happen automatically — no manual update needed:
• When a linked Work Order is set to Completed, the SO moves from In Production → Ready to Ship.
• When a Shipment is created from the Shipping module, the SO advances to Shipped.

The four KPI counters

Counter	What it shows
Active Orders	SOs in Confirmed or In Production — open and unfulfilled.
Active Value	Total dollar value of all active orders.
This Month	Total number of orders created in the current calendar month.
Overdue	Orders whose Required Date has passed and are not yet Shipped. Shown in red — act on these first.

SO detail panel

Sales Order detail panel showing status, line items, notes, attachments and Work Order button — The SO detail panel — all order information plus the Work Order and Edit actions at the bottom.

Click any SO card or row to open the detail panel on the right. It shows:

Status badge — current pipeline stage at the top.
Linked Estimate # — traceability back to the original quote.
Priority — Normal or High. High priority orders display a red badge and surface first in filtered views.
Assigned To — the team member responsible for fulfilling this order.
Required Date — customer's delivery deadline. Overdue orders show in red on the dashboard.
Line Items — products, quantities, unit prices, and line totals carried over from the Estimate.
Notes — any order-level notes visible to your team.
Attachments — upload and view order-related documents (purchase confirmations, delivery notes, print files).

Actions

+ Work Order — creates a Work Order linked to this SO and moves the SO to In Production. See the Work Orders guide for next steps.
Edit — opens a full edit form to update priority, assignment, required date, or line items.
Archive — removes the SO from the active pipeline without deleting it. Archived SOs can be retrieved via the status filter.

Overdue orders Orders whose Required Date has passed are highlighted in red in the Pipeline view. If your team doesn't set Required Dates consistently, the Overdue counter will always read 0 — make it a habit to fill in the Required Date when confirming an order.

Filtering & searching

Use the search bar to find an SO by number or customer name. The All Priorities and All Statuses dropdowns let you narrow the view — for example, filter to High Priority + Confirmed to see urgent orders not yet in production.