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The Sales module has three views, the General View, Accounting View, and Fulfilment View. The information and order statuses displayed on the View All Sales page depends on the selected view, which can be changed at the top of the screen. Available actions and filters also depend on the selected view. 


NOTE: Advanced sales in General View will have the status Ordered or Backordered until they have been fully fulfilled and invoiced, when the status will change to Completed. For advanced sales, you can hover over the fulfilment and invoice icons to view partial fulfilment and partial invoice status.

We recommend using the Fulfilment View and enabling the optional table columns Invoice Status and Payment status for following the status of orders with multiple invoices, fulfiilments, and payments. 


Table of Contents


General View

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The General View is the typical sales view that you will see when going to Sale → Sales. Search sale orders via the box in the top-left and/or filter the list by required by date or type of sale (Awaiting Fulfilment, Awaiting Payment, Pending Orders, etc). Each type of sale filter can correspond to one or more order status values. You can also import sales task via CSV file from this page. 


Select one or more sales to make the actions toolbar visible. The following bulk actions are available from the General View:

  • Undo: Return sale to draft, without deleting information. 
  • Fill & Authorise: Quickly auto-fill and authorise several steps in the sales process.
  • Print: Print sales documents for selected sales or save as PDF. 
  • Email: Email sales documents to the customer for selected sales. 
  • Export: Export Accounts Receivable information, 3PL Shipment List, or Sales task information in CSV format. 
  • Void: Voids sale, removing all sale information. 


In General View, each sale will have a series of icons (Quote, Order, Fulfilment, Invoice, Payment) listed to give you information about the sale status. The order of the icons depends whether you have selected Stock First or Invoice First for your sales process (Settings → General Settings → Sales process customisation). 

  • Icons in grey are not available, or not available yet. i.e:
    • A sale order where the quote has been skipped will have a grey quote icon.
    • An order that has not yet been authorised will have grey fulfilment, invoice, and payment icons.
    • An invoice that has not yet been authorised will have a grey payment icon. 
    • A dropship sale will have a grey fulfilment icon. 
    • Service sales will have a grey order and fulfilment icon. 
  • Icons in yellow are open and can be edited, but have not yet been authorised/completed. Yellow icons for advanced sales can indicate partially fulfilled or partially invoiced sales. 
  • Icons in green are completed/authorised. 


Hover over each icon to see further details. 


NOTE: Advanced sales in General View will have the status Ordered or Backordered until they have been fully fulfilled and invoiced, when the status will change to Completed. For advanced sales, you can hover over the fulfilment and invoice icons to view partial fulfilment and partial invoice status.

We recommend using the Fulfilment View and enabling the optional table columns Invoice Status and Payment status for following the status of orders with multiple invoices, fulfiilments, and payments. 

General view fields

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General view fields can be added or removed by using the settings icon in the top right. Enable/disable table columns by checking the appropriate box, or reset the table to the default layout by clicking Reset Layout


The following table fields are available for General View. An asterisk (*) marks default table fields. 

FieldDescription
Order #*Sale order number.
Order Date*Date field of sale order document header.
To*Customer.
ContactDefault customer contact name.
Phone Default customer contact phone number.
EmailDefault customer contact email.
Ref*Reference field of sale order document header.
Documents*Invoice number/s and credit note number/s if applicable. For simple sales, an invoice number is automatically generated with each sale order. The field will be blank for unauthorised advanced sales. Advanced sales may have multiple invoice documents and credit note documents.  
Required ByRequired by date from sale order document header.
CarrierShipment carrier.
Tracking NumbersShipment tracking number/s.
StatusOrder status value (see below).
Shipping Line 1Line 1 of customer shipping address.
Sale RepSales representative.
EstimatedQuote total.
Total*Order/invoice total.
Quote Sent*Shows if sale quote has been printed or sent to customer.
Order Sent*Shows if sale order has been printed or sent to customer.
LocationSale location.
Shipping NotesShipping notes field from sale order document header.
Sale Attribute 1-10If an additional attributes set has been selected in General Settings → Sales process customisation, the values will appear as optional table columns. 


General view order status values

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If you examine the table below, you can see that some sale orders could meet the conditions for multiple statuses. For example, an order could be both Picking and Invoiced. The status shown in this view will depend on whether you have selected stock first or invoice first for your sales process. You can hover over each icon for a sale order to get more detailed information for each section.


NOTE: Advanced sales in General View will have the status Ordered or Backordered until they have been fully fulfillled and invoiced, when the status will change to Completed. For advanced sales, you can hover over the fulfilment and invoice icons to view partial fulfilment and partial invoice status. You can also use the Accounting and Fulfilment views to follow an advanced sale in more detail. 


Sale orders can have the following statuses in the general view. 

StatusDescription
DraftA saved, unauthorised sale quote with no quote lines.
EstimatingA saved, unauthorised sale quote with quote lines.
EstimatedAn authorised sale quote. If quote approval is enabled, the quote has also been approved.
Awaiting ApprovalA sale quote which has been completed, but requires approval in order to be authorised. Only available if quote approval has been enabled.
OrderingAn unauthorised sale order. 
OrderedAn authorised sale order. Advanced sales will have this status until they have been completed (fully invoiced/fulfilled).
BackorderedSale orders that have been backordered due to not enough product in stock to complete the order. Backordered advanced sales will have this status until they have been completed (fully invoiced/fulfilled).
PickingAn authorised sale order but unauthorised pick. Invoice may or may not be authorised. Advanced sales will not display this status, even if they have been partially picked.
PickedA sale order where pick has been authorised. Invoice may or may not be authorised. Advanced sales will not display this status, even if they have been partially picked.
PackingAn authorised pick but unauthorised pack. Invoice may or may not be authorised. Advanced sales will not display this status, even if they have been partially packed.
PackedA sale order where pack has been authorised. Invoice may or may not be authorised. Advanced sales will not display this status, even if they have been partially packed.
ShippingA authorised pack but unauthorised ship. Invoice may or may not be authorised. Advanced sales will not display this status, even if they have been partially shipped.
InvoicingAn authorised sale order but unauthorised invoice. Pick/Pack/Ship may or may not have been authorised. Advanced sales will not display this status, even if they have been partially invoiced.
InvoicedAn authorised invoice. Pick/Pack/Ship is not yet fully authorised. Advanced sales will not display this status, even if they have been partially invoiced.
CompletedA sale order or advanced sale order that has been completely fulfilled and completely invoiced. Payment may or may have been made.
Credited (Invoiced/credited)A standalone authorised credit note, or a sale order where a credit note has been authorised. Refund may or may not have been made. Partially credited advanced sales will not appear under this filter. 
VoidedA voided sale order. No further action can be taken.



Sale FilterDescription
All SalesAll Sales. Optional filters include all sales but voided, all sales but voided and rejected, all sales but voided and completed. 
Draft EstimatesSale quotes with status Draft, Estimating, Awaiting Approval. Sale quotes that have not yet been authorised. 
Pending OrdersSale quotes or sale orders with status Estimated, Ordering, Ordered. Sale orders that have not yet been authorised. 
BackorderedSale orders with status Backordered. Sale orders that have been backordered due to not enough product in stock to complete the order. 
Awaiting PaymentAuthorised sale orders of any status that have not yet been fully paid. Partially paid sale orders, including advanced sales, will be displayed with this filter. 
Awaiting FulfilmentAuthorised sale orders of any status that have not yet been fully fulfilled. Partially fulfilled sale orders, including advanced sales, will be displayed with this filter.
InvoicingAuthorised sale orders with unauthorised invoices. Sales can have any fulfilment status. Partially invoiced sale orders, including advanced sales, will be displayed with this filter. 
InvoicedAuthorised sale orders with authorised invoices. Sales can have any fulfilment status. Advanced sales will be displayed with this filter only if entire total has been invoiced.
Not InvoicedAn sale order or advanced sale order that has not been invoiced. Partially invoiced sale orders will not appear. Sale order can be unauthorised.
CompletedSale orders or advanced sale orders that has been completely fulfilled and completely invoiced. Payment may or may have been made.
Orders to BillAn sale order or advanced sale order that has not been invoiced. Partially invoiced sale orders will not appear. Sale order must be authorised.
Awaiting ApprovalSale quotes awaiting approval.
Not Sent QuotesSale quotes that have been printed/saved as PDF but not emailed to the customer.
Not Sent OrdersSale orders that have been printed/saved as PDF but not emailed to the customer.
ArchivedSale quotes that have not been authorised and converted to sale orders after a specified period of time. Quote archival/archival period is set from General Settings → Sale process customisation
RejectedSale quotes that have been rejected. Only applicable if quote approval is enabled. 


Accounting View

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The Accounting View shows in detail the authorisation and payment status of estimates, invoices, and credit notes. Search sale orders via the box in the top-left and/or filter the list by required by date or type of sale (Overdue Invoices, Awaiting Payment, All Credit Notes, etc). Each type of sale filter can correspond to one or more order status values. You can also import sales task via CSV file from this page. 


Each estimate, invoice, and credit note has its own line in the accounting view. E.g. An advanced sale with a quote and three invoices will have four entries in this view.

Select one or more sales to make the actions toolbar visible. The following bulk actions are available from the General View:

  • Undo: Return sale to draft, without deleting information. 
  • Fill & Authorise: Quickly auto-fill and authorise several steps in the sales process.
  • Print: Print sales documents for selected sales or save as PDF. 
  • Email: Email sales documents to the customer for selected sales. 
  • Export: Export Accounts Receivable information, 3PL Shipment List, or Sales task information in CSV format. 
  • Void: Voids sale, removing all sale information. 


Accounting view fields

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Accounting view fields can be added or removed by using the settings icon in the top right. Enable/disable table columns by checking the appropriate box, or reset the table to the default layout by clicking Reset Layout


The following table fields are available for Accounting View. An asterisk (*) marks default table fields. 

FieldDescription
Order #Sale order number
Document*Estimate number, invoice number or credit note number. Each estimate number, invoice number or credit note number has its own line, even if multiple entries were generated for the same sale (e.g. advanced sales).
Status*Order status value (see below).
RefReference field of sale order document header.
To*Customer.
ContactDefault customer contact name.
Phone Default customer contact phone number.
EmailDefault customer contact email.
Order DateDate field of sale order document header.
Date*Authorisation date of sale invoice/credit note.
Due Date*Due date of sale invoice/credit note.
TermsPayment terms.
Overdue byHow many days payment is overdue by. Overdue payments are shown in red.
Sale RepSales representative.
Total*Invoice/credit note total. This value will be negative if for a credit note. 
Paid*Amount paid/refunded of invoice/credit note. This value will be negative if for a credit note. 
Due*Amount still to be paid/refunded of invoice/credit note. 
Sale Attribute 1-10If an additional attributes set has been selected in General Settings → Sales process customisation, the values will appear as optional table columns.
LocationSale location.
Fulfilment statusWhether sale has been fulfilled, not fulfilled, partially fulfilled, or is not available.
Sent*Shows if invoice/credit has been printed/saved as PDF or emailed to the customer. 



Accounting view order status values

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Sales can have the following statuses in the accounting view. Overdue invoices and credit notes will be highlighted in red. 

StatusDescription
DraftA sale quote, sale invoice, or credit note that has been saved but has not been authorised. Draft sale invoices may or may not have an authorised sale order. 
Authorised (Invoice)An authorised invoice that has not yet been fully paid. Invoices with partial payments will still show this status. 
Authorised (Quote)An authorised sale quote. Authorised sale orders may or may not have authorised invoices. 
PaidAn invoice or credit note (that is part of a sale) that has been fully paid. Partial payments will not have this status. 
RefundedA standalone credit note that has been fully refunded. Credit notes that are authorised as part of a sale order will instead have the status Paid. 
RejectedAn estimate that has been rejected. Only applicable if quote approval has been enabled.
VoidedA voided estimate, sale invoice, or credit note. No further action can be taken.



Sale FilterDescription
All SalesAll sale orders, sale invoices and credit notes. Optional filters include all sales but voided.
Draft EstimatesUnauthorised sale orders, unauthorised sale invoices, (may or may not have an authorised sale order), unauthorised credit notes. 
All EstimatesSale quotes of any status (Authorised, Draft, Archived, Rejected). Sale quotes may or may not have authorised invoices and payments.
Draft InvoicesUnauthorised sale invoices.
Awaiting PaymentAuthorised sale invoices or credit notes which have not yet been fully paid/refunded. 
All InvoicesInvoices of any status (Authorised, Draft, Paid, Voided).
Draft Credit NotesUnauthorised credit notes.
All Credit NotesCredit notes of any status (Authorised, Draft, Voided, Paid, Refunded).
Overdue InvoicesAuthorised sale invoices which have not been fully paid within the payment term. Overdue invoices are highlighted in red.
Manual Journals to approveAuthorised sale invoices with manual journals that have not yet been authorised.
Awaiting ApprovalSale estimates awaiting approval. Only applicable if quote approval is enabled. 
Not Sent EstimatesSale estimates that have been printed/saved as PDF but not emailed to the customer.
Not Sent InvoicesSale invoices that have been printed/saved as PDF but not emailed to the customer.
Archived EstimatesSale estimates that have not been authorised and converted to sale orders after a specified period of time. Quote archival/archival period is set from General Settings → Sale process customisation
Rejected EstimatesSale estimates that have been rejected. Only applicable if quote approval is enabled.


Fulfilment View

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Under the Fulfilment View, you can schedule/reschedule sales orders for picking, assign picking tasks to your staffers, and assign pickers to orders. Only orders that are ready for fulfilment (sale order has been authorised) are shown in this view. Voided sales are removed from this view. 


We recommend this view and enabling the optional table columns Invoice Status and Payment Status to follow the status of orders with multiple invoices/fulfilments.


Each type of sale filter can correspond to one or more order status values. You can import sales task via CSV file from this page. 


If you have enabled Sale order picking scheduled, you can set pickers and schedule orders for picking from this view. See Scheduling sale order picking for more information. Sale order picking applies only to picking with DEAR WMS.


Select one or more sales to make the actions toolbar visible. The following bulk actions are available from the Fulfilment View:

  • Undo: Return sale to draft, without deleting information. 
  • Fill & Authorise: Quickly auto-fill and authorise several steps in the sales process.
  • Print: Print sales documents for selected sales or save as PDF. 
  • Email: Email sales documents to the customer for selected sales. 
  • Export: Export Accounts Receivable information, 3PL Shipment List, or Sales task information in CSV format. 
  • Void: Voids sale, removing all sale information. 


Fulfilment view fields

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Fulfilment view fields can be added or removed by using the settings icon in the top right. Enable/disable table columns by checking the appropriate box, or reset the table to the default layout by clicking Reset Layout. We recommend enabling the optional table columns Invoice Status and Payment Status to follow the status of orders with multiple invoices/fulfilments.


The following table fields are available for Fulfilment View. An asterisk (*) marks default table fields. 

FieldDescription
Status*Order status value (see below).
Order #*Sale order number.
Order Date*Date field of sale order document header.
To*Customer.
Phone Default customer contact phone number.
EmailDefault customer contact email.
Fulfilment #*Fulfilment number
Required ByRequired by date from sale order document header
Overdue ByNumber of days past Required by date. 
RefReference field of sale order document header.
Shipping Line 1Line 1 of customer shipping address.
Sale RepSales representative
Payment StatusPayment status of sale order. Can be:
  • Paid: Invoice has been fully paid.
  • Prepaid: Partial or full payment has been applied to quote.
  • Partially Paid: Partial payment has been applied to invoice.
  • Unpaid: No payment has been applied to invoice. 
  • Overpaid: Invoice has been overpaid. 
  • Overpaid/Credited. Refund has been applied to credit note. 
Invoice StatusInvoice status of sale order. Can be:
  • Invoiced: Invoice has been authorised for the sale total.
  • Invoiced/Credited: Invoice has been authorised for the sale total. A credit note of any value has been authorised. 
  • Not Invoiced: Invoice has not been authorised for part or all of the sale. 
  • Partially Invoiced: Part of the total has been invoiced (advanced sale). 
  • Partially Invoiced/Credited: Part of the total has an authorised invoice (advanced sale). A credit note of any value has been authorised. 
TermsPayment term for the customer/sale.
Sale Attribute 1-10If an additional attributes set has been selected in General Settings → Sales process customisation, the values will appear as optional table columns.
Location*Sale location.
CarrierFulfilment carrier/s.
Tracking NumbersFulfilment tracking number/s.
Selected for PickingIf Scheduling sale order picking has been enabled, this column will display when an order was scheduled for picking. Orders that have not been scheduled will have a blank entry in this column.
PickerIf Scheduling sale order picking has been enabled, this column will display an assigned picker for the order. Orders that can be picked by any picker will have a blank entry in this column.
Shipping NotesShipping notes field from sale order document header


Fulfilment view order status values

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Sale orders can have the following statuses in the fulfilment view. 

StatusDescription
PickingAn authorised sale order with at least one item left to pick. Order may be partially picked and packed if an advanced sale. Current date is before the Required By date. 
Picking OverdueAn authorised sale order with at least one unauthorised pick. Order may be partially picked and packed if an advanced sale. Current date is after the Required By date.
PackingA fully picked sale order with at least one unauthorised pack. Order may be partially packed if an advanced sale. Current date is before the Required By date.
Packing OverdueA fully picked sale order but at least one unauthorised pack. Order may be partially packed if an advanced sale. Current date is after the Required By date.
ShippingA fully packed sale order with at least one unauthorised ship. Current date is before the Required By date.
Shipping OverdueA fully packed sale order with at least one unauthorised ship. Current date is after the Required By date.
Partially FulfilledOrder has been partially shipped.
FulfilledOrder has been completely fulfilled. 



Sale FilterDescription
All SalesAll Sales ready for fulfillment. Sales must have authorised orders. Voided sales are not shown in this view.
Not Fulfilled
All sales with items that have not yet been fulfilled.
Awaiting Picking
Any sale with authorised sale order with items that have not yet been picked. 
Ready to PickSales ready for fulfillment with authorised orders. All orders in this view have enough items in stock to fulfill the entire order. 
Ready to Start PickSales with authorised orders where pick has not started. Only sales with no draft pick lines will appear with this filter. 
Ready for partial pickSales ready for fulfillment with authorised orders. All orders in this view have enough items in stock to fulfill part of the sale order. 
PackingSales where pick has been authorised but there are still items left to pack.  
ShippingSales where pack has been authorised but there are still items left to ship.
Ready to ship (fulfilled by merchant)
Sales where pack has been authorised but there are still items left to ship. Sale cannot be externally fulfilled.
Fulfilled
Sales where all items have been shipped to the customer. 
Missing Shipping ServiceAny order where Carrier/Shipping Service field in the sale header has been left blank. 


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