Sales Orders (Sales → Sales Orders) lists your Unleashed sales orders. Search by order number or customer, filter by status, and click an Order No. to open it. The list shows Order No., Customer, Status, Total, Shipments, Order Date, Required and Customer Ref, and a Sync button pulls the latest from Unleashed.
The order lifecycle
A sales order moves through a short lifecycle shared with Unleashed (the ERP). There are two ways to start one, and each step is gated by a specific permission.
Two entry paths converge on a Parked order:
Draft first (myWork-local). Author a draft entirely inside myWork with no call to Unleashed; drafts are fully editable. Creating or editing one needs SALES_ORDER_DRAFT. When ready, push it to materialise a real Parked order in Unleashed — that push needs SALES_ORDER_DRAFT_PUSH. This is the normal path.
Create directly in Unleashed. Skip the draft; the order is created Parked straight away. This needs SALES_ORDER_WRITE.
Then the order advances:
Parked — exists in Unleashed but is not yet committed; lines can still change.
Place it (Parked to Placed) to commit and allocate it; its lines then lock. Placing needs SALES_ORDER_WRITE or SALES_ORDER_DRAFT_PUSH.
Placed — create one or more Sales Shipments to fulfil it, then pick, collect and dispatch them. Creating a shipment and placing it needs SALES_SHIPMENT_WRITE; seeing shipments only needs SALES_SHIPMENT_USER.
Dispatched — dispatching consumes the picked stock and pushes the Dispatched status to Unleashed. Dispatch is only allowed from the Placed state.
Completed / Invoiced — Unleashed closes and invoices the order.
Viewing an order
The detail shows the order lines with quantities (Order QTY, On Hand, Available, On Ship, Shipped, To Ship) and a Create Shipment button that raises a shipment for the floor team. See Sales Shipments.
Raising a new order
Click New Sales Order on the Sales Orders list (shown when you hold SALES_ORDER_DRAFT or SALES_ORDER_WRITE). myWork creates a new local draft and opens the draft editor straight away. Nothing is sent to Unleashed yet.
In the draft editor:
Pick customer — choose the customer from the search picker. The button reads Change customer once one is chosen.
Fill in the Customer Reference if the customer gave one.
Add line — add products and quantities. Add as many lines as you need.
Save draft — keep working on it later. Drafts are listed under Sales → Sales Order Drafts (the Drafts button on the Sales Orders list takes you there; New draft on that page starts one too).
Push to Unleashed — creates the real order in Unleashed as Parked (an editable order that does not yet reserve stock). Confirm with Yes, push. This is a live ERP write and needs SALES_ORDER_DRAFT_PUSH (or SALES_ORDER_WRITE).
An older "New Sales Order" dialog (customer plus one first line, with a Create & open button) still exists in the code but is no longer the entry point. If you see it, it creates a Parked order in Unleashed immediately and needs SALES_ORDER_WRITE.
The pushed order appears in the Sales Orders list after the next sync (or click Sync).
Permissions used
Sales Orders:
SALES_ORDER_USER — read access to the order list and detail (web + REST).
SALES_ORDER_DRAFT — create / edit / delete local drafts (myWork-only, no ERP call).
SALES_ORDER_DRAFT_PUSH — push a draft into Unleashed.
SALES_ORDER_WRITE — create / edit / place orders (live ERP write). Superset of the draft permissions.
Sales Shipments:
SALES_SHIPMENT_USER — see the Sales Shipments screens and open shipments. Read level only.
SALES_SHIPMENT_WRITE — create a shipment from a Sales Order and Place it (Parked → Placed). Placing pushes to Unleashed and runs the over-sell check.
SALES_SHIPMENT_DISPATCH — dispatch: consume the collected stock and push Dispatched to Unleashed. Also gates the floor list.
SALES_SHIPMENT_ADMIN — override a created shipment's status (Parked / Placed / Deleted).
SALES_SHIPMENT_OVERSELL_OVERRIDE — force-place a shipment whose lines exceed the free-to-move stock. Narrow and audited.
The ADMIN role is all-access and bypasses every gate above.