Sales Orders

Confirm what a customer has bought, reserve stock and credit, then deliver and invoice.

Overview

A sales order is the commitment between you and the customer. Confirming it reserves stock and reserves the customer’s credit; cancelling it before invoicing releases both.

Delivery and invoicing are created from the order, so the whole chain stays linked.

When to use sales orders

A customer accepts a quotation or places an order directly.
You need stock reserved and credit checked at confirmation.
You want delivery and invoice progress on one screen.

Prerequisites

Step by step

Open Sales → Transactions → Sales Orders.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Field reference

Field	Description	Required	Data type	Business meaning
Customer	The buyer.	Yes	Customer	Credit is reserved against their limit.
Order date / delivery date	When it was placed and when it is promised.	Order date: yes	Date	Used for fulfilment planning.
Lines	Item, quantity, price, discount, tax.	Yes	Lines	Reserve stock and drive the invoice.
Currency / payment terms	Currency and credit terms.	Yes / no	Currency, terms	Carried to the invoice.

Lifecycle

DraftPending approvalConfirmedPartially deliveredDeliveredPartially invoicedInvoicedCancelled

Cancelling a confirmed order before it is invoiced releases the reserved credit.

Accounting impact

Confirmation reserves credit only; it posts nothing.
Delivery posts cost of goods sold against stock, and invoicing posts receivables and revenue in Accounting.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

sales.orders.view
sales.orders.create
sales.orders.update
sales.orders.confirm
sales.orders.invoice
sales.orders.cancel

Automation

Confirming emits sales.order.confirmed and delivery emits sales.delivery.completed so other modules can react.

Quotations

Invoices