Sales orders

A sales order ships products from your warehouse to a customer. It is the most common order type: webshop orders from Shopify or WooCommerce, B2B orders from an ERP, and orders entered by customer service all become sales orders.

Flow

Step	Order state	Item states	How
1. Create	concept	–	Form, import, API or integration.
2. Confirm	confirming → pending	pending	Confirm, import Event confirm, API or integration.
3. Allocate	processing	allocated / backordered	Automatic, or Allocate. See Allocation.
4. Pick	processing	picking → picked	A pick list is created (Pick, a pick list plan or a wave) and picked on the mobile app.
5. Pack	processing	packed	Packing into parcels of a shipment. See Packing.
6. Ship	processing → completed	shipped	Shipping the shipment. See Shipments.

When a unit is shipped, the inventory item leaves stock (it is retired). The order is completed once every unit that is not cancelled has been shipped.

Partial shipments

With Shipping › Partial shipping on (the default), you can ship what has been packed while other units are still backordered or being picked. With it off, a shipment can only be shipped once the whole order is packed, and all packing must go onto the same open shipment.

Creating a sales order

Go to Orders, open the menu and choose New sales order. See Creating orders for the general steps.

Basics tab

Field	Description
Business model	Business to consumer, Business to business, Business to government or Buy online, pickup in shop. Defaults to Shipping › Default business model.
Channel	The sales channel the order came from (see Channels). Used to choose defaults such as the shipping method.
Ship earliest on	The first day the order may be shipped. If neither ship date is filled in, it is set to the day the order is saved. Automatic allocation waits until this date minus the SLA days.
Ship latest on	The last day the order should be shipped. Cannot be before Ship earliest on.
Other reference number	Free reference.
Delivery terms	Incoterm. Defaults to Shipping › Default delivery terms.
Purchase order number	The customer's PO number.
Customer reference number	Your reference, unique per account for sales orders that are not cancelled; max. 35 characters in the form.
Shipping method	Carrier and service. Defaults to Shipping › Default shipping method. Required if Shipping › Shipping method required is on.
Customer	Optional. Selecting a customer copies its contacts to the Delivery and Billing tabs.

Notes and Customs tabs

• Notes: instructions for the warehouse.
• Packing instructions: shown to the packer.
• Gift message: a message for the recipient, for example to print on a packing slip.
• AES code: the US Automated Export System code, for export shipments.

Delivery and Billing tabs

The Delivery contact is the ship-to address. These fields are required: last name, postal code, city and country. With Sales orders › Required delivery contact fields you can also require phone number and/or email, for example because your carrier needs them.

The Billing contact is optional. If you leave it empty, it is filled with the delivery contact.

Lines

Per line: Product, Origin location, Quantity, optionally Serial number, Lot and Expires on (when the product uses them), and Price, Currency, Tax and Discount. The Customs tab has Customs description, Customs value and currency; the Insurance tab Declared value and currency; the Other tab a Description. Price, currency and customs data are prefilled from the product. All lines must use the same currency. Sales order lines always have status new.

You can leave the origin location empty to let allocation choose a location with stock, or set it to force shipping from a specific warehouse.

Shipping defaults per order

Sales orders get their shipping method, delivery terms and business model from settings when these are left empty. Because the settings can depend on the destination country, channel, business model and whether the shipment is an export, you can for example use one carrier for domestic consumers and another for international B2B. See Creating orders.

When backordered units are allocated later, the shipping method can be switched to Shipping › Backorder shipping method. See Backorders.

Ship at and SLA

After allocation every sales order gets a Ship at: today at the carrier pickup time when allocated before the cutoff time, otherwise the next working day. It is shown in the order header and the order list and drives pick list priority. See Allocation › Ship at and Cutoff and SLA.

Kits on sales orders

You can sell kit products. If kits are in stock they are picked as kits; otherwise, with Kits › Kit to order on, Boxture allocates the components and the Product components tab shows them. See Order lines.

Returns

Once a sales order is completed, its menu has Create Return Order. This opens a new return order linked to the sales order, with the customer filled in, the delivery address as pickup address, and the billing address copied. The sales order then shows a red "Return" badge and lists the return under Related orders. See Return orders.

Personal data

Sales orders contain names and addresses of consumers. Completed and cancelled sales orders can be anonymized by hand or automatically after a period. See Anonymization.

Related settings

Setting	Purpose
Allocation settings	Automatic allocation, backorders, partial allocation
Sales orders › Required delivery contact fields	Require phone number and/or email
Shipping › Default shipping method, Default delivery terms, Default business model	Defaults for new orders
Shipping › Cutoff time, Shipping › SLA days, Carrier › Pickup time	Ship at and shipping window
Shipping › Partial shipping	Ship parts of an order
Packing › Auto ship, Packing › Add to open shipment, Packing › Create label on pack complete	Behaviour during packing
Data protection › Order anonymize period	Automatic anonymization