Sales Orders — Production — Workspace
Track customer orders from draft through fulfilment.
Overview
The Sales Orders app tracks customer orders for finished products
through a complete fulfilment lifecycle. Each order links to a Product
BOM, capturing customer details, quantity, priority, required delivery
date, and file attachments. Sales Orders integrate with Production
Orders to drive manufacturing and provide material requirements
analysis before committing to production.
[screenshot: Sales Orders list showing SO numbers, customers, products, status, and required dates]
Creating a Sales Order
To create a new sales order:
Navigate to Sales Orders and click
New Order.
The system auto-generates a unique number (SO-0001, SO-0002,
etc.).
Enter the Customer Details: name, contact number,
email, and the customer's own reference or PO number.
Select the Product BOM being ordered.
Enter the Quantity and Required
Date.
Set the Priority (low, medium, high, urgent).
Attach any supporting files (purchase orders, specifications,
etc.).
Save — the order is created in Draft
status.
[screenshot: Create Sales Order form with customer details, product, quantity, and date fields]
Material Requirements Check
Before confi…