Find sales orders

Goal

Find, filter, and open sales orders.

Who it is for

Sales clerk with sales.view. Deliver / invoice / convert / edit need sales.manage.

Preconditions

• Module sales enabled; permission sales.view.

Steps

1. Open Trade → Sales orders.
2. Filter by status (draft, fulfilled, converted, cancelled), search by number/customer, or use Open only to hide converted/cancelled/fulfilled/reversed.
3. Open a row for detail.
4. Choose New to create a draft (sales.manage).
5. From an eligible row: Deliver or Invoice when remaining qty; menu Convert (full draft invoice) / Edit / Delete on draft.

Result

You locate the order and continue to fulfill, invoice, or convert.

Related

• Create a sales order
• Fulfill and invoice
• Edit an order