Sales Orders are internal documents confirming a customer’s order for products/services.
They include details of the customer’s commitment before invoicing them.
Note: Sales Quotes are created prior to invoicing and do not affect ledgers.
Sales Orders sit between Sales Quotes and Invoices in the flow: Sales Quote → Sales Order → Invoice
A Sales Order can be created from a Sales Quote or as a standalone order. It can also be converted directly into an Invoice.
Sales Orders in Juan goes through three stages: Pending → Invoice Due → Active
Pending: The order has been created from a quote or directly
Note: Can be converted directly to an Invoice
Invoice Due: The order is ready to be invoiced or fulfilled
Active: Shows all currently active orders.
Each order stage includes specific statuses that reflect progress:
Pending
Created: order has been created from a quote or directly.
Invoice Due
Confirmed: order is confirmed and can be converted to an invoice.
Partial: a part of the order amount has been invoiced.
Active
Includes all Invoice Due statuses
Full: the order amount has been fully invoiced.
An order can be created in two ways:
Direct: Go to Sales → Orders → Sales Orders → + New Order
Convert from Sales Quote: Choose a Sales Quote → Convert to Order
Note: This associates Sales Orders to a quote.
Fill in the required details and Save.
Sales Order Reference
Order From
Order To
Order Date
Items
Importing to bulk create quotes is not yet supported.
You can assign Orders permissions in Access Management.
Yes, trial includes 50 orders, quotes, and requests on the Essentials Plan, with the option to purchase an add-on to remove any limits.
