Carbon

Sales orders

A confirmed customer commitment: what to ship and invoice, tracked line by line.

A sales order is a confirmed commitment to deliver items to a customer. It can be created directly or from a . , , and make-to-order jobs reference its lines.

Each line tracks ordered, shipped, and invoiced quantities independently. It remains open until shipping and invoicing are complete, allowing partial fulfillment and billing.

Line fields

A line carries a type that sets what it sells: Part, Service, Material, Tool, or Consumable for the five item kinds, plus Fixed Asset and Comment (a non-charged note line).

FieldType
What's being sold.
Ordered quantity.
Shipped so far; quantity to send is the remainder.
Billed so far; quantity to invoice is the remainder.
Price per unit, net of discounts.
How the line is fulfilled: Make to Order, Pull from Inventory, or Purchase to Order.

Status

The stored status reflects what's outstanding, and the order list shows a computed display status on top of it.

Off-track
To Ship and Invoice
Confirmed; nothing shipped or billed yet.
NOTE

The order list can read In Progress even while the stored status is To Ship and Invoice — that's the display status reflecting a line whose jobs aren't finished yet. The stored status still drives the flow.

Quote to cash

How a quote becomes a sales order, then ships and invoices.

Jobs

A make-to-order line becomes a job that builds the item.