Overview
Sales orders reserve and track materials for jobs (or standalone material sales). They link to job material lists and drive picking, shortages, and invoicing.
Where in the app: Inventory → Sales Orders
Open: Sales Orders
How SOs are created
| Source | How |
|---|---|
| Job | Enable Create a sales order on job create/edit — draft SO from material list |
| Manual | Sales Orders → New Sales Order |
| Invoice | Import lines via ?salesOrderId= on add invoice |
See Job materials and inventory.
List columns
| Column | Purpose |
|---|---|
| SO # | Document number |
| Job | Linked job # (when applicable) |
| Customer | Bill-to / job customer |
| Warehouse | Fulfillment location |
| Date | Order date |
| Total | Line value |
| Status | Open, fulfilled, etc. |
Search by SO #, job #, or customer. Filter by status.
SO statuses
| Status | Meaning |
|---|---|
| Open | Active; stock reserved where available |
| Partially Fulfilled | Some lines picked/shipped |
| Fulfilled | All lines complete |
| Closed | Manually closed |
| Cancelled | Voided; reservations released |
Shortage indicator
Jobs with material shortages show a red package badge on the job list. Open the linked SO to review shortages and create POs for missing stock.