Finalizing Sales Orders

Sales Orders must be Finalized before they can be Invoiced or Shipped. Finalizing a Sales Order is essentially a way of showing that all items have been added and no more amendments are expected. Finalization can be a way to flag the Sales Order up to your team as being ready for picking and/or production. Depending on your business and workflows, you might decide to only Finalize Sales Orders after they have been paid for or after they have been approved by the customer, etc. If you are using custom Order Stages, you can enforce rules to prevent Sales Orders from being Finalized until the Sales Order has reached a certain Order Stage.

1.Navigate to "Sales Orders"

2.Find the Sales Order that you want to Finalize, and click on it to edit that Sales Order

3.You might find it helpful to review the "Line Items" tab before Finalizing, to confirm that you have the correct Sales Order and to check that all items have been added.

4.The "Totals" section can be useful to ensure that everything is correct before Finalizing

5.When you are ready, you can use the "Finalize" button in the top-right to Finalize the Sales Order

If the Sales Order status is "ACTIVE", but there is no "Finalize" button in the top-right as shown in the screenshot, then this is probably due to your Order Type configuration. When using custom Order Stages, you can enforce rules to prevent Sales Orders from being Finalized at certain Order Stages. The Sales Order might not be on an Order Stage which allows Finalization. You can configure Order Stages via: Settings > Configuration > Order Types.

6.If you need to "Unfinalize" the Sales Order at a later stage, you can do so via: "More Actions" > "Unfinalize Order"

If the Sales Order status is "FINALIZED", but there is no "Unfinalize" option under "More Actions" as shown in the screenshot, then this is probably because the Sales Order has at least one Invoice and/or Shipment. Sales Orders with an Invoice or a Shipment cannot be Unfinalized. It is possible to Void Invoices and Shipments via the "Invoices" and "Shipments" tabs, but we advice against this unless absolutely necessary.