Sales Order Workflow and Statuses

A sales order progresses through a series of statuses from the moment it's created until it is fully delivered and invoiced. Understanding these statuses is key to tracking the progress of your orders and managing your sales workflow effectively.

The Sales Order Workflow

The workflow is a linear progression from creation to completion.

1. Create Sales Order: The order is created, either manually or synced from a marketplace.
2. Fulfill Order: The items are shipped to the customer. This can happen in one or more shipments.
3. Create Invoice: An invoice is generated from the fulfilled items.

Sales Order Statuses

Here is a breakdown of the primary statuses and what they mean. You can filter by these statuses in the main orders grid.

Pending Fulfillment

• What it means: The sales order has been created and is waiting to be fulfilled. This is the initial status for all new orders.
• Next steps: Fulfill the order by clicking the Fulfill button.

Partial Fulfilled/Pending Invoice

• What it means: Some items have been shipped, and those shipped items are now ready to be invoiced.
• Next steps: You can either fulfill the remaining items or create an invoice for the items that have already been shipped.

Partial Fulfilled

• What it means: Some, but not all, of the items on the order have been shipped and invoiced .
• Key characteristics: This status occurs when you process a partial shipment and invoiced.
• Next steps: Create another fulfillment for the remaining items once they are available.

Fulfilled/Pending Invoice

• What it means: All items on the order have been shipped, and the entire order is now ready to be invoiced.
• Next steps: Click the Auto Invoice button or add invoice from invoice module to generate the final invoice.

Invoiced

• What it means: The order has been fully fulfilled and fully invoiced. This is the final status for a completed order.
• Key characteristics: The order is now considered closed.

Voided

• What it means: The order has been canceled.
• Key characteristics:
  • A voided order cannot be edited or reopened.
  • Any inventory that was reserved for the order is released.
• Next steps: No further action is needed.

You can view the status of any order in the Status column of the main orders grid. The color-coded status makes it easy to see the current state of each order at a glance.