Order confirmations
Order confirmations lets you manage confirmed customer orders through the status tabs from open to supplied, invoiced, and archived.
The Order confirmations area is where a confirmed customer order lives before it is delivered and invoiced. It is the second document in the sales pipeline: a quote becomes an order confirmation, which is then turned into a delivery note and finally an invoice.
Use this area to check what the customer ordered, prepare fulfillment, generate delivery notes or packing slips, and follow each order through to invoicing. You can also set up recurring order confirmations that regenerate on a schedule.
How order confirmations fit the sales pipeline
An order confirmation records that the customer has committed to buy. From here you typically:
- Review the order details, address, and pricing.
- Supply the order — create a delivery note and/or packing slip to fulfill it.
- Convert it into an invoice to bill the customer.
Status tabs
The area is split into tabs so you can focus on orders at a particular stage. The list only shows orders that match the selected tab.
Open
Orders that have been confirmed but not yet fulfilled. This is your working queue — orders here are waiting to be supplied (delivery note or packing slip) or invoiced. Start most of your daily work from the Open tab.
Recurrent
Order confirmations set to repeat on a schedule (for example a standing monthly wine order). The Recurrent tab lists these templates and their recurrence settings, so you can review, pause, or adjust an order that regenerates automatically.
In progress
Orders that are partway through fulfillment — for example, some items have been supplied but the order is not yet complete. Use the In progress tab to see what still needs to be delivered or invoiced.
Supplied
Orders that have been fully supplied — a delivery note or packing slip has been created for the whole order. These are ready to be invoiced (or already on their way to an invoice). Check the Supplied tab to see what has left the warehouse but still needs billing.
History
Completed order confirmations, kept for reference. Orders that have run their full course — supplied and invoiced — move here so your active tabs stay uncluttered. Use History to look up a past order without changing it.
Deleted
Order confirmations that have been removed. They are kept in the Deleted tab rather than erased permanently, so you can find or restore an order that was deleted by mistake.
