Overview
The Sales Order application simplifies the management of incoming B2B online store orders, providing an efficient workflow from customer sales to production. Designed for visibility, collaboration, and automation, it enables teams to process orders seamlessly while maintaining clear communication with customers.
Key Capabilities
| Feature | Description |
|---|---|
| Centralized Order Management | View and track all customer sales orders in one place. |
| Real-Time Collaboration | Share files, post comments, and communicate directly with customers. |
| Order Processing & Tracking | Monitor order details, including items, colors, sizes, and pricing. |
| Status Updates | Keep customers informed with automated status updates at every stage. |
| Integrated Purchase Order Creation | Generate purchase orders directly from sales orders. |
| Customizable Order Views & Reporting | Filter and analyze orders through tailored search views and summary reports. |
With the Sales Order application, businesses can enhance efficiency, improve customer communication, and streamline order processing from initial purchase to production.
Sales Order > Site Settings
Example
Related Sections
Avoid Spaces in Sales Order Numbers
Sales order numbers should not contain spaces. Spaces in identifier fields can cause inconsistent search results and make filtering less reliable. Use a hyphen (-) or underscore (_) as a separator instead (e.g., SO-001 rather than SO 001).