Sales order statuses and lifecycle
How a sales order moves from draft through fulfillment to closed.
Every sales order (SO) moves through a predictable set of statuses. Knowing what each one means tells you what can happen to the order next and how it affects your stock.
The lifecycle
| Status | Meaning |
|---|---|
| Draft | Being prepared; no stock is reserved |
| Open | Confirmed; stock is reserved against the order |
| Partially fulfilled | Some lines have shipped; the rest are still reserved |
| Fulfilled | All lines shipped to the customer |
| Closed | Fulfilled and invoiced; the order is complete |
| Cancelled | Stopped; reservations are released |
How status affects stock
A draft has no impact on inventory. Once you confirm the order to open, Fiddle reserves the ordered quantities so they can’t be promised twice.
Reserved stock is still on hand, but it counts against available. See stock levels and availability for how reservations flow through.
Moving an order forward
- Confirm a draft to open when the customer commits.
- Pick, pack, and ship lines through fulfillment to advance toward fulfilled.
- Invoice the order to move it to closed.
Cancelling
Cancelling an open order releases its reservations back to available stock. You can’t cancel lines that have already shipped — close or credit those instead.
Next steps
Start by learning how to create a sales order.
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