Sale orders

A sale order is a confirmed quotation. It is the source-of-truth record of what you sold, to whom, and at what price.

Lifecycle

Quotation ──confirm──▶ Sale order ──deliver──▶ Done ──invoice──▶ Paid
                              │
                              └─cancel──▶ Cancelled

Confirming

From a quotation: Confirm. The sale order:

• Gets the next sequence number (SO-2026-XXX)
• Reserves stock (if you sell physical products)
• Schedules a delivery picking (Inventory app generates it)
• Becomes the basis for an invoice

Delivering

For physical products, the sale order creates a delivery picking in Inventory. Once shipped, the picking is validated → the sale order moves to Done.

For services, there's no picking — the sale order is "delivered" by performing the service. Mark Done manually when complete.

Invoicing

Three patterns:

Pattern	When
Invoice on order	Bill the full amount on confirmation (deposit, pre-pay)
Invoice on delivery	Bill what was delivered (after picking validation)
Milestone billing	Bill in stages — useful for projects

Set the default policy per product in the product configuration.

Modifying a confirmed order

After confirmation, the order is locked. To change:

Change	How
Add a line	Create a "Sale Order line" upgrade — appears as a new line in the order
Cancel	Action menu → Cancel → frees reserved stock; cancels invoices if any
Discount or price tweak	Cancel + recreate is cleanest

For ongoing changes during fulfilment, lean on the chatter for communication.

Partial delivery

For an order of 100 units where you ship 60 today and 40 next week:

1. Validate the first delivery for 60 units
2. PLANA generates a back-order for the remaining 40
3. Validate the back-order when stock arrives

Invoice each delivery separately ("Invoice on delivery") or batch into one invoice at the end.

Sale teams

Assign sale orders to teams for reporting:

Sales → Configuration → Sales teams.

Each team can have a target, members, and an analytic account. Reports per team show pipeline value, conversion, performance.

Where to read more

• Quotations
• Customers
• Customer invoicing
• Inventory → Transfers — delivery pickings