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Sales orders

A sales order is the job you have agreed to do, started from a quote or from scratch.

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Overview

A sales order is the agreed work for a customer. Create one from an approved quote or start one from scratch. Its line items become the jobs on your job board once you invoice it.

What an order holds

  • The customer and the sales representatives and production managers on the order.
  • Line items with quantity and price, and notes and attachments on each.
  • Tax, shipping and a discount.
  • The quote it came from, if any, and its invoice once there is one.

Statuses

  • Draft: being prepared. No jobs yet.
  • In progress: invoiced. Its line items are numbered jobs on the board.
  • Completed: done. You can mark an order completed once its invoice is paid and every job is in the done column.
  • Void: canceled. Voiding an order also voids its invoice and receipts, and its quote. It cannot be undone.

From the order's menu

  • Create invoice, or Finalize and create invoice on a draft. This starts production.
  • Send PDF via email, View PDF and Download PDF.
  • Copy Tracking Link: a page where the customer sees the status of each job on the order.
  • Print Job Orders.
  • Clone: start a new order from this one.
  • Edit and Void.

Changing an order

You can edit an order until it is completed or void. An invoiced order cannot go back to draft. Take care when removing a line item from an order in progress: removing it deletes that job and its history.

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