ERP ModuleSales Orders
Sales Orders Overview
Managing customer orders in Alpha
Sales Orders Overview
Sales orders capture customer demand and drive the fulfillment process.
Order Lifecycle
stateDiagram-v2
[*] --> Draft
Draft --> Confirmed: Confirm
Confirmed --> Processing: Start Fulfillment
Processing --> Shipped: Ship All
Shipped --> Completed: Complete
Completed --> [*]
Draft --> Cancelled: Cancel
Confirmed --> Cancelled: CancelStatus Definitions
| Status | Description |
|---|---|
| Draft | Being created, editable |
| Confirmed | Approved, ready for fulfillment |
| Processing | Fulfillment in progress |
| Partially Shipped | Some items shipped |
| Shipped | All items shipped |
| Completed | Fully processed |
| Cancelled | Order cancelled |
Order Components
Header Information
| Field | Description |
|---|---|
| Client | Customer placing order |
| Order Date | When order was placed |
| Requested Delivery | Customer's desired delivery date |
| Shipping Address | Delivery destination |
| Payment Terms | Payment conditions |
Line Items
| Field | Description |
|---|---|
| Product | Item being ordered |
| Quantity | Amount ordered |
| Unit Price | Price per unit |
| Discount | Line discount if any |
| Total | Line total |
Order Totals
| Component | Calculation |
|---|---|
| Subtotal | Sum of line totals |
| Discounts | Order-level discounts |
| Taxes | Calculated tax |
| Shipping | Shipping charges |
| Total | Final order amount |
Key Features
Stock Reservation
When orders confirm:
- Stock reserved automatically
- Prevents overselling
- Shows available vs reserved
Fulfillment Tracking
Monitor order progress:
- Items picked
- Packages shipped
- Delivery status
Document Generation
Generate from orders:
- Order confirmations
- Packing slips
- Shipping labels
- Invoices
Navigation
Access Sales Orders from ERP > Sales Orders:
- All Orders - Complete order list
- Draft - Orders being prepared
- Processing - Orders in fulfillment
- Completed - Finished orders