Sales Orders
A Sales Order records what the customer ordered: items, quantities, destination, commercial details, and order source. A Fulfillment Order tells the fulfillment service what to ship.
Creating a Sales Order
Sales Orders can be created directly in Endless or received from an integration.
- A directly created Sales Order begins as Draft while its details are prepared.
- An integration can create a Pending or Ordered Sales Order depending on the source workflow.
- Draft and Pending Sales Orders must be confirmed before Fulfillment Orders can be created.
Orders connected to a source
You can edit an imported Sales Order in Endless. Later source updates can overwrite fields that the integration synchronizes.
Edit products and quantities managed by the source in that system. Wait for the change to import, or select “Reload Order”. Then review the affected Fulfillment Orders and any unassigned quantities in Endless.
The source of the Sales Order and the service fulfilling it may be different systems. See Managing Fulfillment Orders for item assignments and source plans, and Shipments for shipment reporting.
Processing a Sales Order
Once confirmed, the Sales Order becomes Ordered. Its later status is derived from the Fulfillment Orders responsible for its items.
| Status | Meaning |
|---|---|
| Draft | The Sales Order is still being prepared. |
| Pending | The Sales Order requires review or approval. |
| Ordered | The Sales Order is confirmed, but no Fulfillment Order has started execution. |
| In Progress | At least one Fulfillment Order is In Progress or Fulfilled, but the Sales Order is not completely covered. |
| Shipped | Fulfilled Fulfillment Order quantities cover every active Sales Order item. |
| Canceled | The Sales Order was intentionally canceled. |
A Sales Order becomes Shipped only when every active item quantity is covered by quantities on Fulfilled Fulfillment Orders.
One Sales Order may be split across buildings or fulfillment services. One Fulfillment Order may complete while the Sales Order remains In Progress because another item or quantity is still outstanding.
Canceled Fulfillment Orders do not count toward progress or coverage. If all active Fulfillment Orders are removed or canceled without canceling the Sales Order itself, the Sales Order returns to Ordered.
Canceling a Sales Order
Canceling a Sales Order is an explicit decision; it is not inferred from its Fulfillment Orders. Users can cancel an eligible Sales Order even when it came from an integration.
Canceling the Sales Order also cancels its unfulfilled Fulfillment Orders, including work marked In Progress. Fulfilled Fulfillment Orders and their Shipments are preserved.
Canceling an In Progress Fulfillment Order in Endless does not guarantee that physical work has stopped in a warehouse, 3PL, or other fulfillment service. Confirm the cancellation with the fulfillment service when work has already been handed off.