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Details

The Details section in the Sales Order module displays customer-provided, read-only metadata that summarizes the financial scope, customer identity, and logistical details of a sales order. This view-only section ensures that all stakeholders can align on order commitments without the risk of unintentional edits.

This section presents a summary of the key information associated with a sales order. All fields are populated by the customer and cannot be modified by internal users. It supports accurate fulfillment, payment scheduling, and internal review without manual intervention.

Quick Check - Before You Start
  • Open the sales order with a role that can view Details
  • Remember every field is read-only for internal staff; fixes happen in the buyer portal or via your customer-service process
  • Compare Payment Status and totals against finance before releasing goods

Fields and Configuration

Field Description
Sales Order System-generated order ID used for tracking and reporting (e.g., SO000000).
Created By Name and timestamp of the sales team member who recorded the order (e.g., Trent Hailes, 5 Feb 2024).
Customer Name of the organization placing the order (e.g., Loggia Corp).
Payment Terms Agreed customer payment term (e.g., 90 Days).
Shipping Address Customer-provided delivery location (e.g., 10 ABC Strren, Gold Coast, Queensland, 4000, Australia).
Total Qty Total quantity of units in the order.
Currency Pricing currency selected by the customer (e.g., USD).
Total Ex. Tax Pre-tax order value.
Discount Applied Total value of discounts provided.
Tax Tax details applicable to the order.
Total Discount Combined discount amount.
Total Tax Total tax calculated from applicable rates.
Total Inc. Tax Final customer billing total including tax.
Payment Status Current payment condition (e.g., Deposit Paid). This field reflects incoming customer payments.
Read-only fields

All fields in the Details section are non-editable. The values are provided by the customer and intended only for review and reference.

Example

Sales Order Details

Tips
  • Always verify customer details and payment terms before proceeding with fulfillment.
  • Use the read-only details to inform financial reconciliation and logistics planning.
  • This section is especially important for sales and finance reviews during audits or dispute resolution.

Troubleshooting

Why can’t I edit a value in Details?

The module treats Details as buyer-supplied data; internal users cannot change it here.

Steps to resolve:

  1. Ask the customer to update their portal profile or resubmit the order segment your process allows
  2. Follow your company’s exception workflow if a correction is mandatory before shipment
Why do totals not match what finance received?

Tax, discount, and currency fields are calculated from the buyer’s submission at order time.

Steps to resolve:

  1. Compare Total Inc. Tax with the payment gateway or ERP invoice
  2. Check whether subsequent credits or partial shipments changed balances outside this view
Why is Payment Status stuck even after we charged the card?

Status reflects the buyer portal integration timing.

Steps to resolve:

  1. Allow a short sync window, then refresh the order
  2. If it persists, escalate to the team that manages the sales order payment connector