How to manage sales orders (the order book)
Between a quote and an invoice sits the confirmed order — the thing the customer has agreed to buy but hasn’t been billed for yet. RushFlow’s Sales Orders give you a dedicated order book for exactly that: confirmed orders awaiting fulfilment, each tracked from open to fulfilled, so nothing agreed gets forgotten.
Step by step
- Create a sales orderWeb: Sales → Sales Orders → New. Set the customer (or a free-text party name), warehouse, expected date, and add line items (product, quantity, unit price).
- Track fulfilment per lineAs you deliver, record the fulfilled quantity per line. The order’s status is derived automatically: Open (nothing fulfilled), Partial, or Fulfilled (all lines complete).
- Close it outA fulfilled order locks; cancel one that won’t proceed (cancellation is blocked once fulfilled, to keep the record honest).
How it fits the flow
The order book is an additive register — it records commitments and their fulfilment; it doesn’t move stock or raise an invoice by itself. That keeps it flexible: convert a quotation into the actual sale when you’re ready to bill, and use delivery notes to record dispatch.
Frequently asked questions
Does RushFlow have sales orders separate from invoices?
Yes. Sales Orders are a dedicated order book for confirmed orders awaiting fulfilment, tracked open → partial → fulfilled, before you bill.
Does creating a sales order reduce stock?
No. The order book records commitments; stock and accounting move when the actual sale is made — the sales order never moves stock on its own.
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