Sales order statuses and lifecycle

How a sales order moves from draft through fulfillment to closed.

Updated June 21, 20261 min read

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

  1. Confirm a draft to open when the customer commits.
  2. Pick, pack, and ship lines through fulfillment to advance toward fulfilled.
  3. 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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