> 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/warehouse-management/outbound/sales-orders.md). # Sales Orders See the Sales Orders your warehouse needs to fill, check stock availability, allocate them to picking slips, and cancel an order. Before anyone can pick an order, the warehouse has to know which stock to set aside for it. **Sales Orders** in OrderEazi's Warehouse Management lists the orders your warehouses need to fill, and shows whether the stock is there. A supervisor then allocates each order: sets its stock aside on a picking slip (the list of products and bins a picker works through). ### Before you start You'll need: * **Permissions:** One of **View Sales Orders (Reservations)**, **View Sales Orders (Sales Reps)**, **Picking Slip/Put Back Supervisor**, **View and Use as Manager**, or **View and Use as Administrator**, in the **Warehousing** permission group. **View Sales Orders (Sales Reps)** on its own only lets you view orders. Cancelling a Sales Order needs **View and Use as Manager** or **View and Use as Administrator**. * **A Sales Order:** Sales Orders are created on the project, usually by the workflow when the order is approved. * **Stock in pick locations:** Stock is only allocated from bins with **Can Pick** ticked. See [Locations](/central/warehouse-management/management/locations.md). ### How Sales Orders reach the warehouse A Sales Order shows here once it's created on a project for one of your warehouses. It then needs a picking slip before anyone can pick it. There are two ways to create one: * **Automatically:** The project's workflow has an **Allocate Pickingslip** step, which allocates the order when the workflow reaches it. See [Getting started with Warehouse Management](/central/warehouse-management/getting-started-with-warehouse-management.md). * **By hand:** A supervisor selects **Allocate** on the order here. ### How to find a Sales Order 1. In the warehouse menu, select **Outbound** > **Sales Orders**. 2. Choose the **Warehouse**, or **All**. 3. Type the Sales Order, project, or picking slip number in **Document Number**, or part of the client's name in **Customer Detail**. 4. Choose a **Status**, or leave it as **Any**. 5. Select **Filter**. The list shows the orders that match. Each row shows the **Date**, **Warehouse**, **Order Number**, **Customer**, **Status**, **Availability**, and **Picking Slip**. * **Availability:** **Full** means every line has enough stock to pick. **Partial** means some lines do, and **None** means none do. Hover over it to see each product's required and available quantity. * **Picking Slip:** Each picking slip on the order shows as a tag with its number and status, such as **Open** or **Fully Picked**. **Not Allocated** means the order has no picking slip yet. To download the list as a spreadsheet, select **Export**. ### How to allocate a Sales Order In the order's row, select the gear, then **Allocate**. You'll see "A pickingslip was successfully created for order \[number]", with the new picking slip's number in place of \[number]. The picking slip's status is **Open**, ready for a picker. If you see "Could not create pickslip for this order. Please check that there is enough stock available.", there isn't enough stock in pick locations. Receive or move stock into a bin with **Can Pick** ticked, and allocate the order again. #### How allocation chooses the stock These **Picking Settings** in [Warehouse settings](/central/warehouse-management/warehouse-settings.md) decide how stock is allocated: * **Possible Locations Sorting Order:** Stock is taken from bins with **Can Pick** ticked, in the warehouse on the Sales Order. Bins are tried in this order. * **Fully Allocate Picking Slips:** With this on, a picking slip is only created when the whole order can be allocated. With it off, the stock that's there is allocated, and the rest stays on the order. * **Can Replenish From Bulk:** With this on, a short pick face bin (a bin pickers pick from) is topped up (replenished) from bulk storage. OrderEazi creates a movement request (a task to move stock from one bin to another), and the picking slip waits as **Awaiting Replenishment** until the stock is moved. **Example:** Sales Order SO001044 needs 40 units of CHAIR-01. Bin A-07 has 25, and bulk bin BULK-03 has 120. With **Fully Allocate Picking Slips** and **Can Replenish From Bulk** on, you select **Allocate**. The picking slip takes 25 from A-07, a movement request moves stock from BULK-03 to A-07, and the slip waits as **Awaiting Replenishment**. When the movement request is done, the slip is **Open** for picking. ### How to view a Sales Order In the order's row, select the gear, then **View**. You see the order's details, a card for each picking slip, and the **Order Lines and Allocations**. * **WH Available:** This is the stock in the warehouse, with how much is in each bin. * **Qty Allocated** and **Qty Remaining:** These show how much of each line is on a picking slip, and how much isn't yet. From a picking slip's card, you can open the slip, its **Packing List**, and its proof of delivery once it's delivered. To allocate part of an order: 1. Under **Allocate**, tick the lines to allocate. 2. Select **Allocate** at the top. With **Fully Allocate Picking Slips** on, the whole order is allocated, whatever you tick. ### How to cancel a Sales Order > **Warning:** Cancelling closes the Sales Order and all its picking slips. You can't undo it. 1. In the order's row, select the gear, then **Cancel**. 2. Select **Yes, cancel!**. The Sales Order's status changes to **Closed**, and so does each of its picking slips. If anything was already picked, a put back (a list of the picked stock to return to its bins) is created. See [Put Back](/central/warehouse-management/outbound/put-back.md). ### Related pages * [Picking](/central/warehouse-management/outbound/picking.md): pick the order * [Warehouse settings](/central/warehouse-management/warehouse-settings.md): the **Picking Settings** that change allocation