From the Sales Order Profile, you can access essential information and actions for a specific Sales Order. In response to a vendor's purchase order–a request for a wholesale order–a license holder creates a Sales Order to accept the request, confirm their end of the transaction, and manage shipments to the vendor.

A Sales Order Profile splits into four tabs: Overview, Edit, Shipments, and Notes & Documents. Opening the Sales Order Profile brings you to the Overview tab by default.

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The Overview tab displays basic information about the Sales Order, including the vendor's contact information and shipping address, the purchase order's reference ID number, the payment terms, and the total cost of all line items. To alter the vendor's contact information, click the vendor's name to navigate to the Vendor's Profile. To update the Sales Order's payment terms, order and delivery dates, or line item information, visit the Edit tab.

A license holder tracks the progress of a Sales Order by Changing the Sales Order's Status through the Status drop-down menu. At present, a Sales Order's status does not update automatically, so you must manually adjust a Sales Order's status as it enters each stage. Sales Order statuses are:

From the Overview tab, you can download the Sales Order's invoice. The Sales Order invoice confirms the order's contents, including line items, cost, and terms of payment. Before you can download the Sales Order's invoice or create a shipment, the order's status must be Approved.

The license holder must send a Sales Order invoice PDF to the vendor as soon as a new sales order is Approved. Click

to Download the Sales Order Invoice.

The line items requested in the Sales Order are delivered to the vendor through one or multiple shipments. Click Create Shipment to create a new shipment of Packaged Items or Bulk Cannabis. You can also create shipments from the Shipments tab. However, you cannot create a new shipment if the Sales Order already has an open shipment.

Visit the Shipment Profile for more information on shipments.

Through the Edit tab, you can update the Sales Order's details as necessary. If the Sales Order's vendor information changes, update the fields in the Vendor section. If the details of the order change, or to add or remove line items from the order or adjust tax settings, update the fields in the Details section.

Please note that a Sales Order with active shipments cannot be edited.

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The line items requested in the Sales Order are delivered to the vendor through shipments, and the Shipments tab displays all shipments associated with the order. The Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several shipments. Conversely, a license holder may deliver the entire order through a single shipment.

The Shipments tab lists all shipments in tabular format, with essential information about each shipment. The columns vary depending on whether the Sales Order hosts Packaged or Unpackaged cannabis:

Once a shipment has been Approved, click the

icon to Download a Shipment Invoice or Download a Packing Slip. The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment and serves as a financial snapshot for the license holder to request payment from the vendor. The packing slip provides the vendor's bulk purchaser with information on a shipment's contents, so they can confirm the contents upon delivery.

If the Sales Order is Unpackaged, this menu will also include an option to Print Bulk Pack Labels.

Click New to create a new shipment with Packaged Items or Bulk Cannabis. Please note that you cannot create a new shipment if the Sales Order has an Open shipment. The first shipment must ship before you can create a second shipment.
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Select a shipment to open the Shipment's Profile.

The Notes & Documents tab allows users to add notes about the Sales Order, or upload relevant documents.

Adding a note in the Notes section is helpful if a Sales Order has special conditions or details that the license holder must accommodate. For example, if a Sales Order is the license holder's first transaction with a vendor, you might want to add a note to remind other employees to give the vendor special consideration when fulfilling and delivering the order. When creating a note, you can check the Trigger pop-up notification box so that the note will appear whenever someone opens the Sales Order's Profile.

The Documents section allows you to upload additional documents relevant to the Sales Order. Additionally, any time a user generates a Sales Order invoice, it is saved as an entry in this section.

Visit the Sales Orders tab to create a new Sales Order with Packaged Items or Bulk Cannabis.