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Sales order workflow and statuses

In the “Sales” section, a sales order goes through statuses. Statuses define:

  • whether an order can be edited;
  • whether an order can be canceled;
  • whether related documents can be created (shipments, invoices, manufacturing/purchase orders).

Typical workflow​

  1. Draft
    • the order can be edited;
    • lines can be added and removed.
  2. Confirmed
    • the order is considered agreed;
    • shipments and invoices can be created for it;
    • depending on settings, manufacturing or purchase orders may be created automatically.
  3. Canceled
    • the order is closed and will not be fulfilled.

Exact status names and restrictions depend on your configuration.

Restrictions and checks​

Common rules include:

  • you cannot delete an order line if related documents have already been created for it;
  • you cannot cancel an order if there are “started” processes for it (for example, active manufacturing orders).

Recommendations​

  • confirm the order only after verifying prices, warehouse/location, and delivery terms;
  • if you need to close an order without fulfillment, use cancellation instead of deletion.