Sales Orders - Overview
A sales order is an official document issued by a business to a customer confirming the sale of items or services, including their quantities, prices, and delivery details.
Sales orders help organizations track customer commitments, manage order fulfillment, and ensure accurate invoicing before recording revenue or receiving payments.
Understanding Sales Orders
Create Sales Orders
Approvals for Sales Orders
Sales Order Actions
- Convert a Sales Order to a Shipment
- Convert a Sales Order to an Invoice
- Cancel a Sales Order
- Cancel Items in a Sales Order
- Reopen a Canceled Sales Order
- Filter Sales Orders
- Attach Files to a Sales Order
- Add Comments and View History
- Export Current View
- Sort Sales Orders
- Rearrange Columns
- Refresh List
- Download a Sales Order as a PDF
- Send a Sales Order to a Customer
- Export Sales Orders
- Print a Sales Order
- Delete Sales Orders