Sales orders

Enable the Sales Orders add-on and assign the catalogue, recording and approval permissions your team needs. Customers and visits are part of Core; see Customer visits.

Prepare the catalogue and approval workflow

People with Manage sales catalogue open Sales → Catalogue. Create units and categories, then add products with a unique SKU, unit and price in the organization's currency. Enable Allow fractions only for units that need decimal quantities, such as kilograms.

Keep the Sales Order Approval workflow active with at least one step in approval workflows. It normally asks the employee's reporting manager. Orders cannot be submitted without an active workflow, and nobody can approve their own order.

Take an order

1. On the web, open My workspace → My orders or New order in the top bar. On mobile, open Work → Orders → New order.
2. Choose a customer you can access. To link the order to a visit, start from that visit's Sales orders panel.
3. Add products and quantities. Each product appears once, so change its quantity instead of adding it again.
4. Add an optional delivery date and notes.
5. Choose Save draft or Send for approval.

The displayed total is an estimate until submission. Drafts are repriced when sent, while submitted orders keep their prices. Withdrawn products must be removed before a draft or returned order can be sent.

Review and decide

Open Sales → Orders or the approval inbox. Check the customer, quantities and total, then approve, return for changes or reject. Returning and rejecting require a reason. Multiple-step workflows finish after the final approval.

Draft and returned orders can be edited; orders awaiting approval cannot. Approved orders are ready for fulfilment and cannot be changed. Employees can cancel a draft, returned or waiting order with a reason. Cancelled orders cannot be reopened.

People with Export sales orders can export the orders they can see as CSV, one row per product line, using the current filters. Disable unavailable catalogue products instead of deleting products used in historical orders.

Work offline

Open Orders online to download customers and the catalogue. Mobile can save a new order offline and send it when the connection returns. Waiting to send is not a submitted order. If it becomes Needs attention, read the reason and discard and recreate it with the correction. Editing existing orders, sending drafts and cancelling require a connection.