Sales Order

Represents an accepted customer order.

Manage Sales Order Records in AnyDB

The Sales Order business object represents an accepted customer order. It provides a central place to track the customer, order details, requested delivery date, shipping information, line items, taxes, discounts, totals, and order status.

Description

Use the Sales Order object to manage customer orders after they have been accepted. It can connect the order to a customer, use customer contact and shipping information, include individual sales order lines, track requested delivery dates, calculate totals, and monitor the order through fulfillment.

Included Fields

Sales Order

  • Sales Order ID
  • Status
  • Order Date
  • Requested Delivery Date
  • Currency
  • Closed

Customer

  • Customer Reference
  • Customer Name
  • Phone Number
  • Email
  • Send To
  • Shipping Address
  • Address
  • Logo

Order

  • Line Items
  • Payment Terms
  • Details

Totals

  • Sales Tax
  • Sum
  • Subtotal
  • Discount
  • Total
  • Paid Amount
  • Balance Due

Other

  • Notes

Common Uses

  • Customer Orders: Record and manage accepted customer orders.
  • Order Fulfillment: Track orders through pending, reserved, shipped, returned, cancelled, and completed states.
  • Delivery Planning: Track requested delivery dates and customer shipping information.
  • Line Item Management: Maintain individual products or services included in the order.
  • Order Totals: Calculate taxes, discounts, subtotals, and final order totals.

Related Business Objects

Accounts

Sales

Inventory

Finance

Documents

Included Features

  • Automatic Sales Order ID generation
  • Order status tracking
  • Customer reference
  • Customer name lookup from the referenced Customer
  • Customer phone and email lookup
  • Customer shipping address lookup
  • Customer logo lookup
  • Sales Order Line attachments
  • Requested delivery date tracking
  • Payment terms
  • Multiple currency support
  • Automatic line item sum calculation
  • Sales tax calculation
  • Discount support
  • Automatic subtotal and total calculation
  • Closed status tracking
  • Automatic paid amount calculation
  • Automatic balance due calculation
  • Rich text notes