Sales Orders
The originating document for a customer order — this is what drives the rest of the system.
Draft, then Confirm
New orders start as Draft so you can freely edit line items. Confirming locks it in and makes it count as real demand.
Feeds MRP automatically
Once confirmed, an order's unshipped remainder shows up in the MRP tab (Parts module) as real demand — no manual entry needed.
One click to ship
"Create Shipment" on a confirmed order pre-fills a draft shipment with the customer and whatever hasn't shipped yet.
Status updates itself
As shipments against an order actually ship, its status moves from Confirmed → Partially Shipped → Shipped on its own.
Prices are auto-filled and approved
Line prices come from the part's approved price for the customer's tier (set in Parts → Pricing), discounted by any active Pricing Program. Only admin/accounting can override.
Confirm requires real pricing
A draft can have unpriced lines — you can still build it. Confirming an order requires every line to have an approved price first.
Click Line Items to browse
Click into the parts search to see every available part right away — no typing required. Each one shows how many are currently on hand.
All Sales Orders
| Order # | Customer | Status | Source | Date | Total |
|---|