Customers & Sales · Estimates and sales orders

Sales Order Fulfillment Worksheet

See which open sales orders your stock on hand can fill — all, some or none — print pick lists, and invoice an order from one screen.

☰ Customers ▸ Sales Order Fulfillment Worksheet

The Sales Order Fulfillment Worksheet screen in SeroBooks

Watch it in the appThe sales workflow Estimate or sales order, invoice, payment and deposit: one connected flow, from quote to cash.

The Sales Order Fulfillment Worksheet lists your open sales orders, oldest first, and tells you for each whether the stock on hand can fill all of it, some of it or none. Select an order to see its lines — what was ordered, what has been invoiced, what is still to fill, what you have on hand and what other open orders want of the same item. Tick orders to print their pick lists together, and invoice an order straight from here.

Opening the worksheet

Customers ▸ Sales Order Fulfillment Worksheet. It opens over the Home Page; Esc takes you back to the Home Page. It needs permission for the Sales Orders list.

Control	What it does
Customer	Search for a customer to show only their orders.
Can fulfill	All orders, or only those you can fill All of the order, Some of the order or None of the order.
Refresh	Reloads the worksheet.
Print Pick List / Print (n) Pick Lists	Prints a pick list for the selected order, or for every ticked order.
Create Invoice	Invoices the selected order for what is still to fill.

The orders

Column	What it shows
(tick box)	Tick orders to print their pick lists together.
Date	The order date.
Order	The order number.
Customer	Who ordered.
Location	The location the order ships from.
Amount	The order total.
To Fulfill	Units still to be invoiced.
Can Fulfill	All (green), Some (amber) or None (red): how much of what remains your stock on hand at the order's location covers.

Click an order to show its lines below. With none, No open sales orders. The worksheet shows the oldest 500 open orders; pick a customer to see the rest.

The selected order

Headed ORDER (number) — (customer):

Column	What it shows
Item, SKU	The item.
Ordered	Quantity ordered.
Invoiced	Quantity already invoiced.
To Fulfill	Quantity still to go.
On Hand	Stock at the order's location.
On Other SOs	What your other open sales orders want of the same item — so you can see whether filling this order leaves others short.

Pick lists

A pick list is a printed PICK LIST for the warehouse, titled with the order number and date, with Item, SKU, Ordered, Invoiced, To Pick, On Hand and a Picked column to tick, and Picked by _ Date _ at the foot. Tick several orders to print all their pick lists in one go.

Invoicing from the worksheet

Select an order and click Create Invoice. SeroBooks puts the order's quantities still to fulfil on a new invoice at the agreed prices — Sales order (number) is on a new invoice — the quantities still to fulfil. Save it to fulfil the order. Adjust the quantities to what is going out and save the invoice. It is exactly the same as Convert in the Sales Orders list: the stock, tax and the order's progress update in the same way. If the order has been completed meanwhile, SeroBooks says it is no longer open.

Common problems

Problem	What to do
An order shows None but you have stock.	On hand is counted at the order's location. Transfer stock there, or change the line's location on the invoice.
An order is missing.	It is completed, or it is beyond the oldest 500 — search for the customer.

PreviousThe Sales Orders list NextCreate Invoices