Sales Order Management
Record sales orders, reserve the stock for them, and ship, with invoices and payments handled in accounting. See every order's stage from confirmed to invoiced.
How it works
Record what the customer ordered
Hold the stock for this order
Fulfill and send it out
Handled in accounting when the order is fulfilled
An order shouldn't get retyped every time it changes hands. Sales order management keeps it on one record from confirmation to invoice, so the stock reserved, shipped, and billed all sit against the same order.
Confirm a sale in one tool, pick it in another, invoice it in a third, and orders start vanishing between handoffs while the wrong quantity ships. Sales order management keeps the whole flow on one record, so what was ordered is what gets reserved, shipped, and billed.
What you can do
- Record the order once. Capture the customer, the line items, and the price on a single sales order.
- Reserve stock on confirmation. Those units are held for this order and cannot be sold to another customer.
- Ship against the order. Fulfill from what was reserved, and the stock drops as the order goes out.
- Post the invoice to accounting automatically. The invoice is created in accounting and ties back to this order, so revenue matches what was shipped.
How it works
A confirmed sales order reserves stock, the shipment reduces it, and the invoice is created in accounting tied to that order. Because the order, the stock movement, and the invoice live in one system, the quantities agree without anyone reconciling them by hand.
How it connects
Related features
Capture leads, move them through your sales pipeline, and keep one customer record that sales, billing, and support all share. See every deal's stage at a glance.
Keep an accurate count of what's in your warehouses and record every movement as it happens. Handles multiple warehouses, reservations, stock counts, and lot tracking.
A double-entry ledger with invoices, bills, payments, journals, budgets, and month-end close. Entries post automatically from sales, purchases, and expenses.
Related guides
Frequently asked questions
Does confirming an order reserve the stock?
Yes. Reserving holds those units for this order, so they cannot be sold to another customer.
Are invoices created automatically?
When you fulfill an order, the sales invoice is created in accounting automatically, tied back to that order.
Can I turn a CRM deal into an order?
Yes. A won opportunity becomes a sales order, with the customer and line items carried over.
Can I see where each order is in the process?
Yes. Each order shows its stage, from confirmed to reserved to shipped to invoiced.
See it in your own operations
Start with the one feature that hurts most, then expand when it proves itself.
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