Create and fulfil a sales order

Capture a customer commitment, deposits, delivery or collection, invoicing and final payment as one traceable workflow.

SalesFor Sales representative · Fulfilment staff5 steps

Where this lives

Sales › Orders
/dashboard/sales/orders

Permissions needed

Sales · Orders
Sales · View

Any one of these grants access. Ask an administrator if the screen is not visible to you.

Before you start

A customer account
Products and fulfilment location
Payment and delivery policy

How quantities move

The middle state is a loop, not a step: each fulfilment issues its own delivery or collection note for the quantities that went out, and the order stays open until the remainder reaches zero. Invoicing follows the same rule — an invoice bills fulfilled quantities rather than the order, so a part-fulfilled order can be invoiced now and again later, with any deposit applied against the balance as it goes. An order can also be cancelled from either open state, and starts as a draft before confirmation reserves anything.

Complete the workflow

1
Create the order
Select the customer, fulfilment location, products, commercial terms and whether the customer will collect or needs delivery.
2
Record a deposit
Where policy requires prepayment, record the receipt against the order. It will be allocated automatically when an invoice is issued.
3
Fulfil products
Create a delivery note or collection note for available quantities. Partial fulfilment keeps remaining quantities open.
4
Issue the invoice
Invoice fulfilled quantities, apply eligible deposits and collect the remaining customer balance.
5
Confirm history
Completed orders and their resulting sales documents remain visible in Sales History.