Each Sales order (SO) has a Delivery status, which can be manually changed by the user. Statuses include Pending, Not shipped, Packed, Partially packed, Delivered, and Partially delivered. Status changes trigger specific movements in the inventory and help to monitor deliveries.

Statuses

  • Not shipped
    If you create a SO and fill in the required information, the SO is saved with a Not shipped status. The number of required items is then Committed to your inventory.

  • Packed
    You've picked and packed the items from your warehouse for the order, but they haven't been shipped yet. Both In stock and Committed quantities in the inventory list are decreased by the relevant amount. If you don't want to track the Packed status for your items, you can mark an order as Delivered after sending the products out from your warehouse.

  • Partially packed
    Similar to Packed, but for only a part of the order - part of the order has been picked and packed using the Pack some... function.

  • Delivered
    Products have been sent from your warehouse. Changing the status from Packed to Delivered doesn't trigger any inventory movements.

  • Partially delivered

    Similar to Delivered, but for a part of the order - part of the order has been using the Deliver some... function.

  • Pending (Quotes)
    A SO can be set to a Pending status. In this case, the SO is turned into a Quote and moved from the Sales order tab over to the Quotes tab. Quotes don't participate in stock commitments.

Sales items status for a SO will be automatically updated to Picked if the delivery status is set to (Partially) Packed or (Partially) Delivered.

If a (Partially) Packed or (Partially) Delivered SO status is changed back to Not shipped, changes in inventory are reverted (i.e. products are added back to In stock and Committed).

Changing the Delivery status

The Delivery status can be changed on the SO card or on the Sell screen:

Sales Order Card

Sell screen

You can change Delivery statuses in bulk by selecting orders from the Sales order list, clicking Bulk actions at the top of the table, and selecting a status.

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