Create a sales order
Sell to a customer, see commitment coverage, and prepare for fulfillment.
Updated August 25, 20261 min read
A sales order (SO) records a customer’s purchase, creates inventory demand, and is the starting point for fulfillment.
Create the order
- Go to Customers → Sales Orders and click New sales order.
- Choose the customer. Their pricing tier, currency, and address pre-fill.
- Add line items — pick each item and enter quantity. The price comes from the customer’s price list and can be overridden.
- Set the required ship date if relevant.
- Save.
Commitment coverage
When you confirm the order, Fiddle recalculates which on-hand and incoming stock is committed to its demand. The result is informational: it shows coverage and shortages without locking inventory or blocking transfers, adjustments, depletion, or receipts.
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 active demand |
| Confirmed | Demand active and commitment coverage visible; 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.
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