Create a sales order

A sales order (SO) records a customer’s purchase, reserves the stock for it, and is the starting point for fulfillment.

Create the order

1. Go to Customers → Sales Orders and click New sales order.
2. Choose the customer. Their pricing tier, currency, and address pre-fill.
3. Add line items — pick each item and enter quantity. The price comes from the customer’s price list and can be overridden.
4. Set the required ship date if relevant.
5. Save.

Reserving stock

When you confirm the order, Fiddle reserves the available stock so it can’t be sold twice.

If there isn’t enough available stock, the order can still be created — the shortfall shows as a backorder. Use it to drive purchasing or production.

Order lifecycle

Status	Meaning
Draft	Being prepared; no stock reserved
Confirmed	Stock reserved; ready to fulfill
Fulfilling	Being picked, packed, or shipped
Shipped	Goods sent; stock decremented
Closed	Fully shipped and invoiced

Next steps

• Starting from a quote? Convert a quote or estimate to a sales order.
• Ready to ship? Fulfill and ship the order.