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Formul Docs

Sales Orders

Goal

Section titled “Goal”

Record the products a customer ordered, then reserve the stock you’ll pick for them.

Before You Start

Section titled “Before You Start”
  • Finished product item records.
  • Produced or received stock available for allocation. You can create the order before stock is ready, but can’t reserve stock you don’t have.

Steps

Section titled “Steps”

  1. Navigate to Sales > Orders.

  2. Click Create Sales Order.

  3. Enter Customer Name and the order details. Add an email address and reference if you need them to identify the order later.

  4. Add each finished product, the quantity ordered, and its selling price. Choose the correct size or variant; similar product names don’t make them the same stock item.

    Creating a Sales Order

  5. Click Create Sales Order. It starts in CREATED status without reserving stock.

  6. Open the order and click Allocate Inventory.

  7. Check the source Location, Batch / Lot, and allocation quantity for each line. Use the finished batch you intend to pick, then click Save Allocations.

    Allocating Inventory

Expected Result in Formul

Section titled “Expected Result in Formul”
  • The order is CREATED before a reservation or ALLOCATED once stock is reserved.
  • Allocation reduces Available while On Hand stays the same until shipment.
  • ALLOCATED can include a partial reservation. Check each line’s Allocated against Ordered before picking; fulfillment requires every line to be fully allocated.

Recording the correct batch at allocation is what connects the later shipment to that batch’s history. If you pick a different lot, update the allocation before fulfillment.

Sales Order Status to Ledger Impact (Creation + Allocation)

Section titled “Sales Order Status to Ledger Impact (Creation + Allocation)”
Sales order statusWhat changes in inventory ledger
CREATEDNo ledger entry yet; demand exists but nothing is reserved
ALLOCATEDALLOCATION entries are posted; available stock decreases while physical on-hand does not
CANCELLED (before fulfillment)REVERSAL entries are posted for active allocations; reservation is released

If Something Looks Wrong

Section titled “If Something Looks Wrong”
  • If allocation fails, confirm enough available stock by location.
  • If allocation quantity exceeds available stock, Formul blocks the save.
  • If order cannot be edited/cancelled, verify current status.

Next Step

Section titled “Next Step”

Ship the order in Fulfillment and Shipping.