> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/sales-documents/sales-orders.md).

# Sales orders

Once a client says yes, changes to the order have to stop, or what you deliver won't match what you invoice. A sales order in OrderEazi confirms the approved order and locks the project's lines and client details. Invoices and, with an Enterprise licence, warehouse picking are created from it.

### Before you start

You'll need the **Create Documents** permission, in the **Projects** permission group. The order must be approved first: until it is, the **Sales Order** row shows **Pending Order Approval**. Every line must also be linked to a product in OrderEazi.

If your organisation uses an accounting system, the client must be synced to it before you can create the sales order.

### How to create a sales order

1. At the bottom of the project, select **Create Documents**.
2. Next to **Sales Order**, select **Create**.
3. Tick the lines to include, and check the quantity in **Allocate** for each one.
4. Select **Create**.

You see "Sales Order Created", and the project's history shows "Sales Order Created" with its number. Sales orders aren't emailed to your client.

**Example:** Your client approves 20 chairs and 5 desks. You create the sales order with all 25 items. The **Quote** row disappears from **Create Documents**, the lines lock, and **Tax Invoice(s)** can now be created.

### What a sales order changes on the project

* **Lines lock:** You can't add, remove, or reprice lines, and the **Product Search** tab is hidden.
* **The client and workflow lock:** You can't change the client, currency, branch, or workflow.
* **Quotes stop:** The **Quote** and **Proposal(s)** rows no longer appear, and quote follow-up emails stop.
* **Stock is held:** A line's stock allocation can't be moved while it's on a sales order.

To change a locked order, void the sales order first. See [Voiding documents](/central/order-management/documents/credits-returns-and-voids/voiding-documents.md). If every sales order on an approved project has been voided, **Create Documents** shows **Sales Order(s)** with **Recreate**, to create a new one from the current lines.

If your accounting system is Palladium or Sage Evolution, the sales order syncs to it.

### When a sales order can't be created

* **"Please link all project lines to a product before continuing.":** A line has no product. Link or create the product first.
* **"Please synchronise client before continuing":** The client hasn't synced to your accounting system yet.
* **"Sales Order not created - insufficient available stock for:":** Your organisation blocks orders for stock you don't have, and the listed products are short. Receive or move stock, or reduce the quantity. See [Simple Inventory Management](/central/order-management/products/inventory/simple-inventory-management.md).
* **"A Sales Order already exists for this project and warehouse.":** Use the existing sales order, or void it first.

### Related pages

* [Tax invoices](/central/order-management/documents/sales-documents/tax-invoices.md): invoice the client from the sales order
* [Proforma invoices](/central/order-management/documents/sales-documents/proforma-invoices.md): ask for payment before delivery
* [Voiding documents](/central/order-management/documents/credits-returns-and-voids/voiding-documents.md): undo a sales order