← Sales orders

Sales order workspace

SO-VOL2K-000719

Status: OPEN

Step 1: Review customer commitment

Step 2: Transition SO status

Step 3: Track linked shipments

Current status

OPEN

Linked shipments

2

Active shipments

1

AMP1 Intake

Structured order draft

Assistant-created drafts now keep line items, source request, parser snapshot, and a customer reply draft on the sales order record.

0 lines
Review: PENDING

No structured sales-order lines yet.

Customer reply draft

Edit and copy manually. The assistant never sends this.

Ask assistant

Ask about this sales order

Use the assistant to summarize the customer commitment, draft a reply, or ask what still needs action.

Transition status

Customer: Test Customer Co.Ltd.

Order for:

Legal (order-for) snapshot:

Select an Order for org to attach statutory identity for documents when a legal profile exists for that org.

External ref: CUST-REF-10718

Requested ship:

Requested delivery: 1/9/2026

Notes:

Linked shipments

Review shipment state and jump into the shipment workspace when needed.

  • V3K-0000371

    IN_TRANSIT · AIR · Horizon Supply 18 · V3KTRK1000370

    Open shipment
  • V3K-0000068

    RECEIVED · ROAD · Horizon Supply 18 · V3KTRK1000067

    Open shipment

Assistant timeline

AI-assisted activity

Trace customer messages, drafts, and confirmations that touched this object.

  1. No assistant activity linked yet.