Creating and Editing Sales Orders

This guide walks you through the process of creating a new sales order and making changes to existing ones. The sales order screen is also referred to as Order Details.

Creating a New Sales Order

From the main orders grid (Market > Orders), click the Add Sales Order button in the bottom left corner.
This will open a new, blank sales order form.

The Sales Order Form

The form is divided into several sections.

Section 1: Sales Order Details

This section contains the core information about the order.

Customer (Required): Select an existing customer or click the + icon to add a new one.
Warehouse (Required): The source warehouse for fulfillment. This filters the items available for selection.
Req Date (Required): The order transaction date, defaulting to today.
Ship Date: The planned or actual shipping date.
Marketplace: The sales channel where the order originated (e.g., Amazon, Direct).
PO Number: The customer's purchase order reference number.
Contact Name: The name of the person placing or receiving the order.
Country: The country for shipping/billing.
Address: The shipping or billing address for the order.
Memo: Internal notes about the order (max 500 characters).
Shipping Method: The selected shipping service (e.g., Standard, Express).
Shipping Cost: Shipping charges to the customer.
Tax Amount: Sales tax for the order.

Section 2: Customer Details (Read-Only)

This card appears on the right and displays the selected customer's name, contact information, and billing/shipping addresses.

Section 3: Order Summary (Read-Only)

This collapsible card on the right shows the financial breakdown of the order, which updates in real-time.

Total Quantity
Total Items
Subtotal: Sum of all item line totals before tax and shipping.
Shipping Cost: The shipping charge.
Extra
Total Tax: Total sales tax.
Order Total: The final grand total for the order.

Section 4: Order Items

This is the main section where you add products to the order.

Item (Required): Search for products by name, UPC, or SKU. The dropdown shows the item's available stock in the selected warehouse.
Title (Required):
Warehouse (Required):
QTY (Required): The quantity to sell. The system will warn you if the quantity exceeds available inventory.
Price (Required): The selling price per unit. This can be edited.
Tax: Assign a tax to the line item.
Serial Numbers: If an item is serialized, a button will appear to open a modal for entering the required serial numbers.

The Amount and Total columns are calculated automatically.

Editing an Existing Sales Order

To edit an order, double-click it from the orders grid. The same form will appear, but some fields may be disabled based on the order's status. For example, you cannot edit an order that has been Voided.

Tabs on Saved Orders

When viewing a saved order, several tabs provide additional information:

Details: The main order form.
Invoices: All invoices generated from this order.
Fulfillments: A list of all shipments created for this order.
Payments: All payments were applied to the related invoices.
Movements: A history of inventory movements related to this order.
History: A complete audit trail of all changes made to the order.

Action Buttons

Depending on the order's status and your permissions, various action buttons will be available:

Save Changes: Saves any edits made to the order.
Void: Cancels the order, releasing any reserved inventory.
Fulfill: Starts the fulfillment process to ship items.
Auto Invoice: Generates an invoice from the fulfilled items.
Print : Generates a PDF of the packing slip or invoice.
Send Email: Emails the order details to the customer.