A senior employee must manually update a Sales Order's status as it progresses through the fulfillment workflow.
Required permission(s): sales_order_read, sales_order_update
- In the Wholesale application, open the Sales Orders tab. It should be open by default.
[img sales-order-index] - Select a Sales Order to open the Sales Order's Profile.
[img sales-order-profile-unpackaged] - Open the Status drop-down menu, and select a status.
- Note: The Sales Order must be fulfilled through complete shipments before it can be marked as Fulfilled.
- Note: The Sales Order must be fulfilled through complete shipments before it can be marked as Fulfilled.
- Click Save. This saves the Sales Order in the selected status.
From the Sales Order's Profile, you can Download a Sales Order Invoice or Create a New Shipment.