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Create and Fulfill Sales Orders

Reserve materials, pick and fulfill, packing slips, shortages, and PO creation.

Published · 7 min read

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Overview

Sales orders hold material reservations for jobs. Fulfill lines when materials are picked for the field; shortages trigger purchase orders.

Where in the app: Sales Orders → New Sales Order, or job → Materials tab
Open: New Sales Order

Create manually

  1. Select customer and optional job link
  2. Choose warehouse
  3. Add component line items with quantities
  4. Save — status Open; available stock is reserved

SO detail — key actions

ActionPurpose
EditChange lines while open
Reserve materialsRe-run reservation against current stock
FulfillPick/shipment — reduces on-hand, updates fulfilled qty
Scan to pickBarcode mode when barcode scanning enabled
Print packing slipPDF for crew/warehouse
Create PO from shortagesOpens vendor picker; prefill PO for missing items
Create invoiceBill customer from SO lines
CloseEnd order — choose consume or return reserved stock
ReopenRe-reserve unfulfilled lines
CancelRelease all reservations

Fulfill workflow

  1. Open SO → Fulfill
  2. Enter quantity fulfilled per line (partial OK)
  3. Confirm — on-hand decreases; status → Partially Fulfilled or Fulfilled
  4. Over-picking follows over-picking policy in barcode settings

Shortages

When reserved quantity exceeds available stock, the SO lists shortages per component:

  1. Review shortage amounts on SO detail
  2. Create PO — group by vendor, prefill purchase order
  3. Receive PO when stock arrives
  4. Re-reserve or fulfill on the SO

Link to billing

Create an invoice from SO detail or use Suggested Transactions when adding an invoice. See Create and send invoices.

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