Check the progress of sales orders

You can check the progress of your sales orders to keep track of what you need to do to process the order. For example, you can see:

  • When an order requires stock to be allocated, or when it has been allocated.
  • When an order is ready to despatch, or has been despatched.
  • When an order is ready for invoice printing, or an invoice has been printed.

Watch a video

Check sales order progress (video)

Check progress from the Sales Order List

Use the Sales Order List to see details about each stage of the order process.

Open: Sales Orders > Sales Order List.

Tip: If you can't see these columns, you can add them by right-clicking anywhere in the list and choosing them from the Columns menu.

Sales order progress

Status Description
Ready for allocation
  • Yes: Some items in the sales order have not yet been allocated.
Allocated
  • Part: Only some of the items are allocated, but some items still need to be allocated. The items have not yet been despatched.

    Stock is allocated automatically when items are entered on an order, so it is useful to check for Part allocation to see when items were out of stock when the order was entered.

  • Full: All items in the order have been allocated. The items have not yet been despatched.

Once an item is partly or fully allocated, it will also be set as ready for despatch. The Allocated status returns to being blank once all the allocated items have been despatched.

Ready for despatch
  • Yes: Some items in the sales order have been allocated and are ready to be despatched.
  • If none of the items in the order require despatch this will be blank.
Despatched
  • Part: Only some of the items have been despatched, but some items still need to be despatched.
  • Full: All items in the order have been despatched.
  • If none of the items in the order require despatch this will be blank.

Once a order is partly or fully despatched, you can print invoices for the items that have been despatched.

Ready for invoice printing
  • Yes: Some items on the sales order have been despatched (or do not require despatch) and are ready to have invoices printed.
Invoiced
  • Part: Only some of the items have been included in a printed invoice, but some items have not yet been invoiced.
  • Full: All items in the order have printed invoices.

Once an item is partly or fully invoiced, it can be posted. If an order is not fully posted, its Status will still be Live.

Status
  • Live: Some invoices or credit notes still need to be posted for the order.
  • Complete: Invoices and credit notes have been posted for the sales order, and the customer and nominal account balances have been updated.
Cancelled
  • Part: Only some of the items in the order have been cancelled, but not all of the items. For example, an order may only be Part cancelled if some items have already been despatched, or if you have deleted items but haven't yet cancelled the order.
  • Full: All items in the order have been cancelled.

View and customise the Sales Order List

  • You can click on a column heading to sort by that column, so you could group orders ready for allocation, or ready for despatch.

  • You can set up search filters to only show particular items in the list; for example, you could only display orders ready to allocate, ready to despatch, or ready to post.