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Orders and quotes

The Sales workspace keeps orders and quotes together so operators can monitor every document, drill into detail, and take actions like payments, shipments, or adjustments without leaving the record. Access is guarded by sales.orders.view / sales.orders.manage and sales.quotes.view / sales.quotes.manage.

Order detail overview

Understand the detail workspace​

  • Header shows document number, status badge, delete control, and customer summary (with email and channel).
  • Tabs keep related actions close: Comments, Addresses, Items, Shipments, Payments, Adjustments. Each tab reuses the same document context so totals stay synced.
  • Status + currency can be edited inline (feature-guarded). Status changes trigger guardrails (see Settings).
  • Totals section surfaces key amounts (net, gross, outstanding) with a “Show details” drill-down.

Totals breakdown

Quote vs order​

  • Quotes behave like pre-orders or negotiation drafts. They can later be converted into an order (with numbering following the configured sequence).
  • Orders are confirmed sales documents that drive shipments, payments, and fulfillment.
  • Both share the same tabs and totals engine; status dictionaries keep them distinct.

Inline actions​

  • Add payment to record a capture, authorization, or refund. Keyboard: Cmd/Ctrl + Enter saves, Escape cancels.
  • Add shipment to allocate items, set carrier, tracking, and optional shipping adjustments.
  • Add adjustment for shipping fees, surcharges, discounts, or tax overrides that hit totals immediately.
  • Addresses tab lets you manage billing/shipping and respect “Same as shipping”.

Shipments tab

Permissions​

  • View requires sales.orders.view or sales.quotes.view.
  • Edits (status, payments, shipments, adjustments) require sales.orders.manage or sales.quotes.manage, plus sales.payments.manage / sales.shipments.manage for those tabs.