How to Change a Sales Order's Status

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

1. In the Wholesale application, open the Sales Orders tab. It should be open by default.
   
   
   
   
2. Select a sales order to open the Sales Order's Profile.
   
   
   
   
3. Open the Status drop-down menu, and select a status.
   
   
   
   
4. Click Save. This saves the sales order in the selected status.
   
   
   
   

From the Sales Order's Profile, a user can Download a Sales Order Invoice or Create a New Shipment.