InvenTree/docs/docs/sales/sales_order.md

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Sales Orders

Sales Orders

Sales orders allow tracking of which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.

View Sales Orders

To navigate to the Sales Order display, select Sales from the main navigation menu, and Sales Orders from the sidebar:

{% with id="sales_order_display", url="order/so_display.png", description="Sales Order Display" %} {% include "img.html" %} {% endwith %}

The following view modes are available:

Table View

Table View provides a list of Sales Orders, which can be filtered to display a subset of orders according to user supplied parameters.

{% with id="sales_order_list", url="order/so_list.png", description="Sales Order List" %} {% include "img.html" %} {% endwith %}

Calendar View

Calendar View shows a calendar display with outstanding sales orders.

{% with id="sales_order_calendar", url="order/so_calendar.png", description="Sales Order Calendar" %} {% include "img.html" %} {% endwith %}

Sales Order Status Codes

Each Sales Order has a specific status code, which represents the state of the order:

Status	Description
Pending	The sales order has been created, but has not been finalized or submitted
In Progress	The sales order has been issued, and is in progress
On Hold	The sales order has been placed on hold, but is still active
Shipped	The sales order has been shipped, but is not yet complete
Complete	The sales order is fully completed, and is now closed
Cancelled	The sales order was cancelled, and is now closed
Lost	The sales order was lost, and is now closed
Returned	The sales order was returned, and is now closed

Source Code

Refer to the source code for the Sales Order status codes:

::: order.status_codes.SalesOrderStatus options: show_bases: False show_root_heading: False show_root_toc_entry: False show_source: True members: []

Sales Order Status supports custom states.

Sales Order Currency

The currency code can be specified for an individual sales order. If not specified, the default currency specified against the customer will be used.

Create a Sales Order

Once the sales order page is loaded, click on {{ icon("plus-circle") }} New Sales Order which opens the "Create Sales Order" form.

A Sales Order is linked to a specific customer, select one in the list of existing customers.

!!! warning "Customers Only" Only companies with the "Customer" attribute enabled will be shown and can be selected

Fill out the rest of the form with the sales order information then click on Submit to create the order.

Sales Order Reference

Each Sales Order is uniquely identified by its Reference field. Read more about reference fields.

Add Line Items

On the sales order detail page, user can link parts to the sales order selecting the {{ icon("list") }} Line Items tab then clicking on the {{ icon("plus-circle") }} Add Line Item button.

Once the "Add Line Item" form opens, select a part in the list.

!!! warning Only parts that have the "Salable" attribute enabled will be shown and can be selected

Fill out the rest of the form then click on Submit

Shipments

After all line items were added to the sales order, user needs to create one or more shipments in order to allocate stock for those parts.

In order to create a new shipment:

1. Click on the {{ icon("truck-loading") }} Pending Shipments tab
2. Click on {{ icon("plus-circle") }} New Shipment button, fill out the form with the shipment number (tracking number can be added but is optional) then click on Submit

Repeat the two steps above to create more shipments.

Allocate Stock Items

After shipments were created, user can either:

• Allocate stock items for that part to the sales order (click on {{ icon("arrow-right") }} button)
• Create a build order for that part to cover the quantity of the sales order (click on {{ icon("tools") }} button)

During the allocation process, user is required to select the desired shipment that will contain the stock items.

Complete Shipment

To complete a shipment, click on the {{ icon("truck-loading") }} Pending Shipments tab then click on {{ icon("truck-delivery") }} button shown in the shipment table.

Fill out the "Complete Shipment" form then click on Submit.

To view all the completed shipment, click on the {{ icon("truck-delivery") }} Completed Shipments tab. In the completed shipments table, click on each shipment to view the shipment details.

Complete Order

Once all items in the sales order have been shipped, click on {{ icon("circle-check", color="green") }} Complete Order to mark the sales order as shipped. Confirm then click on Submit to complete the order.

Cancel Order

To cancel the order, click on the {{ icon("tools") }} menu button next to the {{ icon("circle-check", color="green") }} Complete Order button, then click on the "{{ icon("tools") }} Cancel Order" menu option. Confirm then click on the Submit to cancel the order.

Order Scheduling

Sales orders can be scheduled for a future date, to allow for order scheduling.

Start Date

The Start Date of the sales order is the date on which the order is scheduled to be issued, allowing work to begin on the order.

Target Date

The Target Date of the sales order is the date on which the order is scheduled to be completed and shipped.

Overdue Orders

If the Target Date of the sales order has passed, the order will be marked as overdue.

Calendar view

Using the button to the top right of the list of Sales Orders, the view can be switched to a calendar view using the button {{ icon("calendar") }}. This view shows orders with a defined target date only.

This view can be accessed externally as an ICS calendar using a URL like the following: http://inventree.example.org/api/order/calendar/sales-order/calendar.ics

By default, completed orders are not exported. These can be included by appending ?include_completed=True to the URL.

Sales Order Shipments

Shipments are used to track sales items when they are shipped to customers. Multiple shipments can be created against a Sales Order, allowing line items to be sent to customers in multiple deliveries.

On the main Sales Order detail page, the order shipments are split into two categories, Pending Shipments and Completed Shipments:

Pending Shipments

The Pending Shipments panel displays the shipments which have not yet been sent to the customer.

• Each shipment displays the items which have been allocated to it
• Pending sales order items can be allocated to these shipments
• New shipments can be created if the order is still open

{% with id="pending-shipments", url="order/pending_shipments.png", description="Pending shipments" %} {% include "img.html" %} {% endwith %}

Creating a new Shipment

To create a new shipment for a sales order, press the New Shipment button above the pending shipments table.

Completing a Shipment

To complete a shipment, press the Complete Shipment button associated with the particular shipment:

{% with id="complete-shipment", url="order/complete_shipment.png", description="Complete shipment" %} {% include "img.html" %} {% endwith %}

Completed Shipments

{% with id="completed-shipments", url="order/completed_shipments.png", description="Completed shipments" %} {% include "img.html" %} {% endwith %}

Shipment Data

Each shipment provides the following data fields:

Reference

A unique number for the shipment, used to identify each shipment within a sales order. By default, this value starts at 1 for the first shipment (for each order) and automatically increments for each new shipment.

Tracking Number

An optional field used to store tracking number information for the shipment.

Invoice Number

An optional field used to store an invoice reference for the shipment.

Link

An optional URL field which can be used to provide a link to an external URL.

All these fields can be edited by the user:

{% with id="edit-shipment", url="order/edit_shipment.png", description="Edit shipment" %} {% include "img.html" %} {% endwith %}

Sales Order Settings

The following global settings are available for sales orders:

Name	Description	Default	Units
{{ globalsetting("SALESORDER_REFERENCE_PATTERN") }}
{{ globalsetting("SALESORDER_REQUIRE_RESPONSIBLE") }}
{{ globalsetting("SALESORDER_DEFAULT_SHIPMENT") }}
{{ globalsetting("SALESORDER_EDIT_COMPLETED_ORDERS") }}
{{ globalsetting("SALESORDER_SHIP_COMPLETE") }}