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Sale Orders

A sale order is a confirmed booking: it reserves stock the moment it's saved and can take any advance — the balance collects at billing. Open it from Sales → Sale Orders.

Book an order with an advance, see the convert action, then delete it — the reservation releases with it.

What you can do here​

  • Book an order — contact, lines (the picker shows stock, booked, and available), and optional advance payments in any amount; no coverage rule applies to orders.
  • Convert to Invoice — bills the order, collects the balance, releases the reservation, and closes the order. There's no confirmation step — it opens the invoice form pre-filled.
  • Track the pipeline — the list shows each order's total, balance, and status: Opened, Closed (converted), or Cancelled.
  • Print, PDF, export — per row or from the view.
Open orders are the backlog — their stock is reserved until billed or released.

Good to know​

  • A converted order is view-only — "edit the invoice instead" is the rule; it can't be deleted either. Corrections happen on the invoice or via a return.
  • Deleting an open order releases its reservation — the stock is free again.
  • You close an order by converting it — the status can't be set to Closed by hand.