Overview
A sales order's status controls which actions appear on it, so the right options surface at the right point in the order journey. The following statuses are possible:
Draft: Set automatically when a sales order is first created and whenever an existing order is reopened for editing.
Submitted: Set when an order is submitted via
Submit as Order.Custom: Defined stages applied to submitted orders as they move through Workflow.
Delivered ,Installed, or Picked Up: Set when an order is marked complete via Delivery Scheduling, the Sales Orders page, or Workflow.
Archived: Set when an order is archived; the prior status is preserved and restored if the order is unarchived.
👥 Access Permissions
Only users with permission to access Sales Orders can view sales order statuses and actions. Review user roles before granting access.
📍 Location in the app
Global Search > search and select a sales order
Sales>Sales Orders> select a sales orderSales>Customers> select a customer > search and select a sales order
Submitted status
Selecting Submit as Order submits the order and sets its status to Submitted.
The following actions are available while a sales order is in Submitted status:
CloseOptionsEdit Order
Close
Closes the order view and returns to the previous page. The sales order itself is left unchanged.
Options
The Options button opens a menu of additional actions:
Email / Print Invoice
Email / Print Partial Invoice
Email / Print Order Confirmation
Email / Print Work Order
Email / Print Delivery Docket
Purchase Products
Split Order
Change Customer
Duplicate
Convert to Quote
Archive
Edit Order
Returns the order to Draft status. While in Draft, the order is temporarily removed from Delivery Scheduling, the Planner (Orders pane), and Workflow until it is resubmitted.
Draft status
A sales order enters Draft status automatically when first created, and again whenever an existing order is reopened for editing.
The following actions are available while a sales order is in Draft status:
CloseUpdate Order
Close
Closes the sales order with all in-progress changes saved. The changes remain in place when the order is reopened.
Update Order
Saves all changes made to the sales order and returns it to Submitted status.
📝 Note
When an accounting integration is connected and sales orders are being synced, the updated order is also pushed to the accounting package.
Custom Status
Custom statuses apply to submitted sales orders as they move through the stages defined in Workflow. These statuses are added from Workflow.
The action buttons available on an order in any Custom status are the same as those in Submitted status: Close, Options, and Edit Order.
Delivered, Installed, or Picked Up
Sales orders marked as Delivered, Installed, or Picked Up via Delivery Scheduling, the Sales Orders page, or Workflow update automatically across all relevant areas in Factory.
The action buttons available on Delivered, Installed, or Picked Up status are the same as those in Submitted status: Close, Options, and Edit Order.
📝Note
When an order is marked as Delivered, Installed, or Picked Up, stock levels adjust automatically if Stocktaking is enabled.
Archived status
An archived sales order keeps the same action buttons it had before archiving, based on the status it was in at the time. For example:
A sales order archived from Submitted status retains the
Close,Options, andEdit Orderactions.A sales order archived from Draft status retains the
CloseandUpdate Orderactions.
📝Note
When unarchived, a sales order returns to the status it was in before being archived.