A sales order is a confirmed customer order. Omono splits every order into one or more dispatches. Each dispatch is allocated, picked, shipped and invoiced on its own. This article covers the Sales Orders screen, the order page, its statuses, cancelling and copying an order, and what prints on the PDF.

Click Sales Orders in the navigation bar. Each card shows the order number, customer, customer order number, date and value. Draft orders appear faded. On hold and call-off orders show an icon. A green dot marks a complete order and a red dot marks a cancelled one. The heading shows how many orders match and their total value in your base currency.

Most orders start as a won quote. See Win a quote and turn it into an order. To raise an order directly:

An admin can make Customer Order # mandatory with Set "Customer Order #" field as mandatory in Settings → App → Sales Order Settings. The duplicate warning switch is in the same box.

Omono can warn you when a Customer Order # is already on another order for the same customer. An admin switches it on with Warn when a customer order number is already used by the same customer. It is off by default.

Omono then checks the number as you type on the Add New Sales Order, Edit Sales Order and Copy Sales Order forms, and on the Won form of a quote. If the customer has another live order with that number, the label shows Duplicate? in amber. Hover over the small i icon to see those orders, with a link to each.

The warning never stops you saving. Use it to check whether the customer has sent the same purchase order twice. The check ignores letter case, spaces at the start or end, cancelled orders and the order you are editing or copying.

The panel at the top shows the header details: customer and contact (links to the company page and contact card), Date (when the order was created), Salesperson and Currency. Customer Order #, Commission and the EORI, incoterm and division details show when set. Exchange Rate shows only when it is not 1. Click the flag next to the order number to colour-code the order. See Navigating Omono.

Click Add Line Item in the action bar or under the list. See Sales line items, pricing and margins.

Each card shows Price, Total, Profit, Margin, Quantity, Outstanding (not yet shipped) and Delivered (shipped). Hover over the small i for the full detail. The Normal / Compact switch above the list shows every value or only Price, Total and Qty.

You can still add lines while an order is On Order. Click Add Dispatch afterwards so the new line reaches the Workflow board. Until then the order cannot be emailed or printed again.

You cannot add a line to a Complete or Cancelled order. Raise a new sales order, or Copy the complete order and delete the lines you do not need.

Click Add Dispatch. In the Add New Dispatch form, choose which items and quantities go in this dispatch and on what date. Create one dispatch for everything, or several for part shipments. Unless it is a call-off order, every item must be on a dispatch before the order can be sent. See Dispatches.

Click Download or Print, or send the order with Email. The status changes from Draft to On Order (or On Order - Call Off) and the dispatches appear on the Workflow board on their dispatch dates. See The Workflow board. Preview, or closing the Email form without sending, does not activate the order.

Choose — Customer Collection — at the end of the Delivery Address list when the customer collects the goods. You do not need to fill in anything else. To change your mind, open Edit Sales Order and choose a real address.

Delivery: Customer Collection then shows in the header details and prints in place of the delivery address on the sales order PDF and the delivery note. The invoice, proforma and certificate of conformity do the same when their delivery address option is on. A copy of a collection order, or an order won from a collection quote, is a collection order too. Raise Linked PO does not offer drop shipping to the customer on a collection order.

Click Edit to open Edit Sales Order. The form is the same as when you created the order, with the Invoice Address under Customer and the + buttons beside Contacts and Delivery Address. The differences:

Edit is hidden on complete and cancelled orders.

Omono re-checks the status whenever a dispatch ships, or a line is edited or deleted on an active order. Deleting the last line does not change it. On Hold returns to On Order only when no dispatch is still on hold.

Every dispatch goes back to Order Review with its stock unpicked and unallocated. The order becomes Cancelled, and Omono writes a note and an Activity Feed entry.

A cancelled order cannot be reopened. Add Line Item, Add Dispatch, Edit and Raise Linked PO disappear, and the dispatches and BOM window are read-only. You can still email, download, print and Copy it, and open Documents, Notes, Links and Tasks. The PDF carries no cancellation marking, so take care not to send one to the customer by mistake.

You cannot cancel an order once any dispatch has shipped and been invoiced. Cancel Sales Order is greyed out. To reverse an invoiced dispatch, raise a credit note. See Credit notes.

If the customer cancels the rest of an order after a dispatch has shipped, reduce the order to what was delivered:

When every remaining line is fully shipped, the order moves to Complete by itself. Write the reason in Notes. See Notes, documents and links.

Click BOM to see every line with its quantity and how many are Available. Click an assembly's item letter to show its components and how many of each the order needs. Click the edit icon on an assembly to add, remove or change components for this order only. See Assemblies and bills of materials.

Click Copy. The Copy Sales Order form opens with the header details filled in. Change what you need and click the tick to save.

The copy is a new draft order with the same lines and BOM customisations, for whichever customer you leave in the Customer field. It has no dispatches; unless it is a call-off order, put every item on a dispatch before you email or print it. Prices are recalculated from each item's current cost and the line's margin, so they can differ. Links to purchase orders are not copied. A note records the source order.

Click Delete. Omono warns Deleting this Sales Order cannot be undone! Deleting removes the order's line items, dispatches, notes, documents, Activity Feed entries and linked tasks. A quote the order was won from loses its link to the order and gets a note, but stays Won. You cannot win it again, so raise a new sales order by hand if you need one. Linked purchase orders lose their link and get a note.

The PDF is headed Sales Order #: SO-1234 and saved as SO-1234.pdf. See What prints on your PDF documents for the shared parts.

Preview prints **** DRAFT PREVIEW COPY - FOR INTERNAL USE ONLY - DO NOT SEND TO CUSTOMER **** across the page and names the file DRAFT-SO-1234.pdf.

A task linked to a sales order can be marked Blocks Shipping. Until it is completed, no dispatch on that order can ship. See Tasks. Omono also refuses to ship when the customer's account is On Stop, and when a proforma customer's payment has not been marked as received. See The Workflow board for the checks Omono runs when you ship, and Invoices and proforma invoices for proforma customers.