Sales Orders

Sales Orders (in the Sales menu) lists your Unleashed sales orders. Search by order number or customer, filter by status, and click an Order No. to open it.

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.
• Create directly in Unleashed. Skip the draft; the order is created Parked straight away. This needs SALES_ORDER_WRITE.

Then the order advances:

1. Parked - exists in Unleashed but is not yet committed; lines can still change.
2. Place it (Parked to Placed) to commit and allocate it; its lines then lock. Placing needs SALES_ORDER_WRITE or SALES_ORDER_DRAFT_PUSH.
3. Placed - create one or more Sales Shipments to fulfil it (SALES_SHIPMENT_USER), then pick, collect and dispatch them.
4. Dispatched - dispatching consumes the picked stock and pushes the Dispatched status to Unleashed. Dispatch is only allowed from the Placed state.
5. Completed / Invoiced - Unleashed closes and invoices the order.

Viewing an order

The detail shows the order lines with quantities (ordered, on hand, available, shipped, to ship) and lets you create a shipment for the floor team.

Raising a new order

Click New Sales Order, then:

1. Enter the Customer Code.
2. Add one or more lines - Product Code, Qty, and Unit Price.
3. Click Create order.

The order is created in Unleashed as Parked (an editable draft that does not yet reserve stock) and appears in the list. Creating an order writes to the live Unleashed account, and the action requires the Sales-Order write permission.

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 - view, create and process sales shipments.
• SALES_SHIPMENT_DISPATCH - gates the dispatch floor view and menu entry.
• SALES_SHIPMENT_ADMIN - override a created shipment status (Parked / Placed / Deleted).

The ADMIN role is all-access and bypasses every gate above.