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Sales Orders

Navigation: Demand → Sales Orders

The Sales Orders screen displays all open sales order documents and their lines. Sales orders are electronic documents received from customers expressing their intention to purchase products. They are created manually in the system, or imported automatically from an ERP or customer system.

Overview

Each parent row is a sales order document; expanding it reveals individual line items with quantity, dates, and fulfillment detail.

Closed sales orders are archived automatically to the Sales Orders Archive.

Sales Orders vs Forecasts

Sales orders represent confirmed customer demand with committed quantities and dates. Forecasts represent estimated future demand. See Key Concepts for the distinction.

Creating Sales Orders

Manually via UI

Click New in the toolbar. Mandatory fields:

Field Required
Item Number ✓
Customer Number ✓
Warehouse Number ✓
Delivery Date (line level) ✓
Quantity (line level) ✓

Via Integration

Sales orders are commonly imported automatically from an ERP or customer portal. See Sales Orders Integration.

Toolbar Actions

Button Description
New Open the create modal to enter a sales order manually
Run Integration Manually trigger the demand integration
Upload Import sales orders from an Excel template
Export Download the current view to Excel

Document-Level Columns

Column Description
Sales Order Number Unique identifier for the sales order document
Customer Number Code identifying the customer
Customer Name Name of the customer
Order Date Date the sales order was created
Item Count Number of distinct line items on the order
Total Quantity Ordered Sum of quantities across all lines
Fulfillment Status Overall fulfillment status across all lines
Status Document-level status (Open / Partially Shipped / Shipped / Closed)

Line-Level Columns

Column Description
Item Number Internal item code
Item Description Item name
Sub Item Number Component or variant code, if applicable
Warehouse Number Fulfilment warehouse
Warehouse Name Warehouse name
Bill of Lading Carrier BOL reference (populated on shipment)
Order Date Date the line was created
Request Date Date the customer requested delivery
Estimated Ship Date Planned dispatch date
Estimated Delivery Date Planned arrival at the customer
Actual Ship Date Confirmed dispatch date
Actual Delivery Date Confirmed receipt date
First Promise Date Original committed delivery date
Line Level Quantity Ordered Quantity on this line
Price / Unit Unit selling price
Line Level Status Open / Shipped / Closed
Line Level Fulfillment Status Fulfillment status for this specific line
Element Action
+ expand icon Expand the parent SO row to see all line items
Sales Order Number Opens the full SO detail modal
Customer Number Opens a pop-up with customer and ship-to details
Item Number Opens a modal listing all sales orders containing that item
Warehouse Number Opens a modal with warehouse master information