Create orders complete with a line-item sub-table and move them through a clear lifecycle: Draft → Pending Approval → Approved → Completed. Once approved, an outbound order can be issued; after dispatch, stock is automatically deducted and accounts receivable are generated automatically — keeping sales and finance perfectly in sync.
An order isn't just a document — it's the data exchange that connects customers, inventory and finance
The header holds the customer, sales rep, document date and total amount; the sub-table holds product SKU, quantity, unit price and subtotal — combine any number of products on a single order
Drafts can be freely edited; submitting moves an order to Pending Approval; once a manager approves it becomes Approved; after dispatch it turns to Completed. Permitted actions are restricted by status
Create an outbound order with one click once an order is approved, with line items and quantities carried over automatically; partial outbound in multiple shipments is supported to match your delivery cadence
Accounts receivable are registered automatically once an order is approved; manage customer payment terms with pre-due alerts and overdue items flagged in red
Filter by customer, sales rep, order number, product or date range, and export lists to Excel anytime for review
Save a customer's frequently ordered product combinations as an order template — next time, simply copy it and adjust the quantities
Line Items
Entering orders used to mean switching between several forms — tedious work. Now a unified header-and-detail page lets you add product rows with search and bulk import; unit prices auto-fill from the customer's agreed price or tier discount, subtotals calculate automatically, and the total is summed instantly.
Status Flow
Sales reps edit freely in the Draft stage without disrupting the business flow; the Pending Approval stage lets a manager review whether the quote and discounts are reasonable; only after approval can an outbound order be issued, preventing mistakes; the Completed stage archives the order for review. Every status change is logged, so who did what and when is fully traceable.
Linked Documents
An approved order generates an outbound order in one click, with products and quantities carried over automatically so warehouse staff just match the goods and ship. Once the outbound is confirmed, stock is deducted automatically and accounts receivable are registered against the customer at the same time. Sales and finance look at one single source of data.
Dealers order dozens of products each week — header-and-detail orders with auto-filled agreed prices double the data-entry productivity of sales reps
After a customer places an order: approve → production scheduling → shipment → receivable — the standard scenario for order-driven production
Engineering projects ship in batches; orders support multiple partial outbounds, each deducting the corresponding stock and registering a receivable
Orders carry customs declarations, product specifications and packaging details, keeping cross-border trade order data fully archived
The order is the hub, linking outbound, inventory, finance and customers
Generate an outbound order in one click after an order is approved; stock is deducted automatically after dispatch
Check stock in real time when placing an order; stock syncs automatically after dispatch
Accounts receivable are generated automatically when an order is approved, and collections are logged against the order
When a sales order runs short of stock, link a purchase order to replenish — the full order chain stays visible end to end
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