Overview
Sales Orders statuses determine available actions, ensuring e—ensuring clear process control across each stage of the order journey.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it 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 moves a Sales Order to Submitted status.
📝Note: when integrated with an accounting package, option to Send newly-created Factory sales orders to your accounting package can be enabled under Settings > Integrations.
Action available in Submitted status
When a Sales Order is in Submitted status, the following actions are available:
Close
Closes the Order view, returns to the previous page, and leaves the Sales Order unchanged.
Options
Available actions under Options include:
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
Edit Order returns the Order to Draft status, and temporarily removes it from Delivery Scheduling, Planner (Orders pane), Workflow until resubmitted.
Draft status
Sales Orders are automatically set to Draft when first created or while being edited.
Action available in Draft status
When a Sales Order is in Draft status, the following actions are available:
Close
Closes the Sales Order, with all changes saved and retained upon return.
Update Order
Returns the Sales Order to Submitted status, and resubmits changes to connected accounting package (where integrated and sending sales orders is enabled)
Custom Status
Custom statuses apply to Submitted Sales Orders as they move through defined stages in Workflow.
Action available in Custom status
When a Sales Order is in Custom status, the following actions are available:
Delivered or Picked Up status
Sales Orders marked as Delivered or Picked Up via Delivery Scheduling, the Sales Orders page, or Workflow are automatically updated across all relevant areas in Factory.
📝Note: when marked Delivered or Picked Up, stock levels will adjust automatically if Stocktaking is enabled.
Action available in Delivered or Picked Up status
When a Sales Order is in Delivered or Picked Up status, the following actions are available:
Archived status
Archived Sales Orders matches the action buttons of the status they are in prior archiving.
📝Note: when unarchived, Sales Orders will return to the status they were in before being archived.