Overview

This article describes the various stages that a sales order goes through. To find out where your sales order is in the process, you only need to look at the two statuses located at Transactions → Sales Order.

        Explanation of Sales Order Statuses

Sales Order Life-cycle

Here you will find all the stages included in the life-cycle of a sales order. To know where your sales order is in the life-cycle, look up your sales order status in the above table.

Creating a Sales Order

• The process to create a sales order begins with clicking Wholesale or Retail pricing on Transactions → Sales Orders.
• Your sales order has now entered the drafting and planning stage.
• After sales order creation, you may proceed with the sales order process by clicking from a list of options in the sales order.

        * To create a sales order on desktop, visit Creating a Sales Order (Desktop).

        * To create a sales order on mobile, visit Creating a Sales Order (Mobile).

Approval

• At this point your order will need to be submitted to management for approval via the Submit for Approval button.
• Management is given the option to either approve or reject your sales order request.

• During this intermediary time, the sales order status will be changed to Pending.

        Approved

            If your sales order request is approved, your sales order status will be set accordingly.

        Rejected

            During the approval process, it is possible that your sales order becomes Rejected. Your entire status will be set to Rejected.

        * For more information on the submission and approval process, visit Submitting Sales Orders and Approving/Rejecting Sales Orders.

Delivery

• At this point you may begin adding deliveries to the order. This is possible by making a manual delivery at Transactions → Deliveries by clicking the Add button or through the sales order by clicking the Add Delivery button.
• You may create a delivery at any point in the sales order process, but they should only be delivered after sales order approval.

Picking

                Before delivery you must pick the order. An example of this is picking products from the warehouse and delivering them to the                     door of the customer's place of business or loading the product onto a truck. This is useful in the case you want to make a partial                 order, which you can do by not selecting the entire quantity of a product on the sales order.

• Upon scheduling a delivery, your delivery status will change to Scheduled. Once delivered it will change to the final status Delivered.

        Quick Delivery

                If you 

        * To create a delivery, visit Creating Deliveries.

Finalizing

• If you are not connected to QuickBooks Online (QBO) then you will be at the finalization stage where you can complete your order by clicking the Complete button.

• Note that you will be prompted by a popup to confirm completion because inventory will be deducted and the sales order status marked as delivered.

  * Without connection to QBO, this becomes a read-only document.

        QuickBooks Online (QBO)

• If you are connected to QBO, then after approval and delivery you can submit the sales order invoice information to QBO via clicking the button Create Quickbooks Invoice.
• Doing this will change the sales order status from Approved → Quickbooks.

  

  
  

        * For more information about QuickBooks Online, visit the Sales Order QuickBooks Integration details.