# Sales orders

Maintain a sales catalogue, take customer orders in the field and review them through an approval workflow.

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](https://czappstudio.com/docs/field-operations/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](https://czappstudio.com/docs/administration/approvals). 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 Withdrawn products must be removed before a draft or returned order can be sent.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.