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  • Dashboard G D
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  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
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Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

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Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Fulfilment guide

Sales orders

Pending → Completed

A sales order is the commitment to fulfil. Convert an accepted quotation into a sales order in one click, or create one directly from the Sales Orders screen.

The sales orders list showing order numbers, customers, totals and fulfilment statuses

Status flow

The normal forward path is Pending → Confirmed → Processing. Once invoiced, the order moves to Invoiced and can then be marked Completed. Historic records may also show Shipped or On Hold.

Search, filter & archive

The orders list lets you search by order number or customer, filter by status, switch to Assigned to Me, and admins can open the archived sales orders view to restore older records.

Convert to invoice

Use Create invoice from a sales order in Processing to copy line items, customer billing details and pricing into a draft invoice ready to send. The sales order then links back to the created invoice.

PDFs, cancellation & audit trail

Open an order to download its PDF, review the linked quotation and invoices, or cancel it with a reason. Admins can also archive completed or cancelled orders when they no longer need to stay on the main list.