---
title: "Sales Orders"
space: "ERPNext"
url: "https://www.prilk.com/docs/erpnext/sales-orders"
updated: "2026-05-15"
---

## Sales Orders

A Sales Order is the customer's commitment to buy — typically created from an accepted quotation. It drives delivery, stock reservation and invoicing.

### Create from a quotation

The quickest way: open the accepted Quotation → **Create → Sales Order**. Lines, prices and terms copy across; review and submit.

### Create directly

**Sales Order → New**:

| Field | What |
|---|---|
| Customer | Required |
| Delivery Date | When the customer expects to receive — drives stock reservation and your production planning |
| Items | Same as on Quotation: pick item, qty, rate |
| Customer's Purchase Order | Their PO number — appears on invoices and delivery notes you send them |

### What happens on submit

- The order is **locked** — no more edits without Cancel + Amend
- Stock is **reserved** for those items in the source warehouse
- A delivery is expected on the Delivery Date — overdue orders flag automatically
- An **Advance Payment** request can be sent if you require deposit before delivery

### Delivering against the order

You don't ship from the Sales Order directly — you make a **Delivery Note** (see [Delivery Notes](/docs/erpnext/delivery-notes)). The Delivery Note pulls the lines from the Sales Order; you can ship partial quantities and ship the remainder later.

### Invoicing against the order

Similarly, **Sales Invoice** pulls from the Sales Order. You can invoice the full order at once or in instalments depending on your terms.

ERPNext tracks how much of the order has been:
- **Delivered** (via Delivery Notes)
- **Billed** (via Sales Invoices)

Both percentages show on the Sales Order form.

### Cancelling or amending

A submitted Sales Order can be **Cancelled**. If the order has Delivery Notes or Sales Invoices linked, you must cancel those first. After cancelling, **Amend** creates a new version where you can fix and resubmit — leaving the original cancelled in the audit trail.

### Status

| Status | Meaning |
|---|---|
| Draft | Editable, no commitment |
| To Deliver and Bill | Submitted; needs both delivery and invoice |
| To Bill | Delivered, still needs invoice |
| To Deliver | Invoiced, still needs delivery |
| Completed | Fully delivered and billed |
| Cancelled | Reversed |