Sales Orders
The Sales Orders list page shows all customer orders in the system. Orders can be created manually or generated automatically when a Sales Quotation is converted. Each order passes through a four-stage workflow: Draft → Confirmed → Released → Closed, with a Cancelled terminal state.
Accessing the Page
Section titled “Accessing the Page”Navigate to Commerce → Sales → Orders in the sidebar, or go to /commerce/sales/orders.
What you can do here
Section titled “What you can do here”- Browse all sales orders with filtering by status and date range.
- Search orders by document number, customer name, or reference.
- Create a new order manually or from a quotation.
- View, edit, duplicate, or delete individual orders.
- Trigger workflow actions (Confirm, Release, Close, Cancel) from row menus or the detail page.
- Track fulfillment progress once an order is Released.
Common tasks
Section titled “Common tasks”- Open Commerce → Sales → Orders from the sidebar.
- Filter by Status = Released to find orders ready for delivery.
- Click a row to open the detail page and create a delivery or invoice.
- Only Draft orders can be edited and deleted.
- Confirming an order locks prices and commits inventory. Line quantities and prices cannot be changed after this point.
- Releasing an order makes it available for delivery and invoicing.
- Orders can also originate from a converted Sales Quotation — the source quotation is shown on the detail page.
- A Released order shows a Create Delivery shortcut when it has remaining undelivered quantity.
- A sales order auto-closes when its fulfillment becomes complete: once all order lines are fully fulfilled by confirmed deliveries, the document status flips automatically.
- In single-currency tenants the currency field is hidden from sales order forms.
List Columns
Section titled “List Columns”| Column | Default Visible | Sortable | Description |
|---|---|---|---|
| Doc # | Yes | Yes | System-generated order number |
| Customer | Yes | Yes | Business partner name |
| Date | Yes | Yes | Document date |
| Delivery Date | Yes | Yes | Expected delivery date |
| Status | Yes | Yes | Current workflow status badge |
| Grand Total | Yes | Yes | Total amount including tax |
| Customer PO # | No | No | Customer’s purchase order reference |
| Source Quotation | No | No | Source quotation document number if created from quotation |
| Currency | No | No | Document currency code |
| Sales Person | No | No | Assigned sales person |
| Payment Terms | No | No | Payment terms code |
| Reference | No | No | External reference number |
| Created | No | Yes | Creation timestamp |
| Updated | No | Yes | Last modification timestamp |
Status Values
Section titled “Status Values”| Status | Description |
|---|---|
| Draft | Order is being prepared; editable and deletable |
| Confirmed | Order confirmed; prices and quantities locked |
| Released | Order released for delivery and invoicing |
| Closed | Order fully fulfilled and closed; terminal state |
| Cancelled | Order cancelled; terminal state |
Filtering
Section titled “Filtering”| Filter | Type | Description |
|---|---|---|
| Search | Free text | Searches across document number, customer name, and reference |
| Status | Dropdown | Filter by order status; default shows all |
| Date From | Date | Show orders with a document date on or after this date |
| Date To | Date | Show orders with a document date on or before this date |
Sorting
Section titled “Sorting”Click any sortable column header to sort:
- First click — Ascending
- Second click — Descending
- Third click — Remove sort
Default sort: Created descending (newest first).
Pagination
Section titled “Pagination”The list uses a Load More pattern:
- Page size: 20 records per load
- Load More button at the bottom loads the next batch
- Total count displays above the table
Actions
Section titled “Actions”Page Actions
Section titled “Page Actions”| Action | Description | Permission |
|---|---|---|
| New Order | Navigate to the Create Sales Order form | canCreateSalesOrder |
Row Actions
Section titled “Row Actions”| Action | Description | Permission |
|---|---|---|
| View | Open the Sales Order Detail page | Read |
| Edit | Open the Edit Sales Order form — Draft only | canEditSalesOrder |
| Duplicate | Create a copy as a new Draft | canCreateSalesOrder |
| Confirm | Transition Draft → Confirmed | canEditSalesOrder |
| Release | Transition Confirmed → Released | canEditSalesOrder |
| Close | Transition Released → Closed | canEditSalesOrder |
| Cancel Order | Transition Draft or Confirmed → Cancelled (requires reason) | canEditSalesOrder |
| Delete | Permanently delete — Draft only | canDeleteSalesOrder |
Click any row to open the detail page.
Deleting a Sales Order
Section titled “Deleting a Sales Order”- Locate the order in the list — it must have status Draft.
- Click the row actions menu and select Delete.
- A confirmation dialog warns that the deletion is permanent.
- Click Delete to confirm — the list reloads.
Deletion is only available for Draft orders. Confirmed, Released, Closed, and Cancelled orders cannot be deleted.
Related Pages
Section titled “Related Pages”- Create Sales Order — Create a new order
- Sales Order Detail — View a specific order
- Edit Sales Order — Edit a draft order
- Sales Quotations — Source quotations for orders
- Deliveries — Deliveries linked to released orders