Order
An order is a confirmed customer sales order (SO-). It shows whether the goods have shipped and whether the customer has been invoiced.
Reference
| Name | Order |
| Path | sales/order |
| Screen | Sales → Sales Pipeline → Orders |
| What it is | Confirmed customer sales order (SO-) joined to account, driving shipping and invoicing progress toward fulfilment. |
Statuses
| Name | Value | Meaning |
|---|---|---|
| Draft | draft | Created, and not yet active. |
| Open | open | Waiting for the customer's confirmation. |
| Acknowledged | acknowledged | The customer accepted it, or a salesperson marked it acknowledged. |
| In Process | in-process | Manufacturing, drop-shipping, or delivery is underway. |
| Completed | completed | Shipped and invoiced. |
| Canceled | canceled | The customer canceled the order. |
| Rejected | rejected | The customer rejected the order. |
Shipping (data.shippingStatus): Awaiting Confirmation (awaiting-confirmation), Not Shipped (not-shipped), Partially Shipped (partially-shipped), Shipped (shipped).
Invoicing (data.invoiceStatus): Awaiting Confirmation (awaiting-confirmation), Not Invoiced (not-invoiced), Partially Invoiced (partially-invoiced), Invoiced (invoiced).
Number
SO- (data.salesOrderNumber).
Links
- Account, contact, opportunity, and the quote this order came from.
- Blanket sales order, when this order is a release against one.
- Shipment and customer invoice, which both point back to this order.
Check
The order status, the shipping status, and the invoicing status are three separate values.
If this fails
| What you see | Why | What to do |
|---|---|---|
Status is Completed (completed) and a quantity still looks open | Completed means shipped and invoiced | Read the shipping status and the invoicing status |