Orders
Raise an order from a won quote, move it through its statuses and switch between the views your products add.
Updated 23 September 2026
On this page
- Why
- Once a quote is won, the order, the purchase, the job and the delivery often live in separate systems.
- What
- One Orders area for every direction of work, with a view for each product that adds one.
- How
- Accepting a quote raises the order with its quoted prices frozen, and any later price change needs a reason.
Find it at /app/orders: an area in the menu under Sales. Brought by Sales Engineer, Design Engineer, Service Centre, Wizard, Commerce, Route, Source and Machinist.
Stock adds to it when it is on as well.
Views
| View | What it shows | Added by |
|---|---|---|
| Sales | Customer orders by status, from a won quote, a purchase order or by hand. | Sales Engineer, Design Engineer, Service Centre, Wizard and Commerce |
| Purchase | Purchase orders to suppliers, with buy prices shown only to roles that see cost. | Source |
| Production | Appears with Machinist; production orders themselves sit in each machine module's Orders view. | Machinist |
| Deliveries | The same orders by fulfilment: ready, packed, dispatched, delivered and what is still owed. | Route |
Parts you meet here
The view chips at the top show only the views your products add; with one view there are no chips.
How an order starts
- The customer accepts the quote at the portal.
- You choose Create order on the quote, which also marks it accepted. A quote already converted opens its order instead.
- A purchase order sent as Order in the AI area comes back as an order draft; Create order raises it. See quotes and orders from a request.
- By hand, at
/app/orders/new.
The lines are copied from the quote with the quoted prices frozen on them, and the order says how many lines differ from the quote.
Statuses
| Status | What else happens |
|---|---|
| Confirmed | Its product lines are reserved against stock. |
| In progress | Set with Mark in progress, or by the first dispatched delivery with Route on. |
| Fulfilled | Set with Mark fulfilled, or when every line is delivered with Route on. The reserved stock is issued and service items on its lines are marked returned. |
| Cancelled | Reservations are released; reopening the order takes them again. |
Edits save as a revision you can revert to, with an optional note. Once the invoice recorded on it is issued, a price change asks you to confirm the credit note or second invoice it needs. Email sends the branded order confirmation PDF.
The other views
- Purchase (Source): purchase orders to suppliers, listed only for roles that see cost.
- Deliveries (Route): the same orders by fulfilment, from Pending through Dispatched to Delivered, with the promised date, the consignment, tracking and what is still owed.
Related
- QuotesDraft, send and revise a quote, follow it through its statuses and see what the customer sees at the portal link.
- The delivery lifecycleRaise a delivery from an order and move it from pending to delivered, knowing what each step does to the order and the stock.
- Purchase ordersRaise, send, track and close a purchase order, and match the supplier's invoice to what arrived.
- Movements and the ledgerTrace any balance back to the movements that made it, and export them.