Sales order workspace

SO-VOL2K-000728

Status: OPEN

Step 1: Review customer commitment

Step 2: Transition SO status

Step 3: Track linked shipments

Current status

OPEN

Linked shipments

Active shipments

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.

Review note

Ask assistant

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

Transition status

Customer: Food & beverage customer — Vancouver (1015)

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-10727

Requested ship: —

Requested delivery: 9/13/2025

Notes: —

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

V3K-0000809
IN_TRANSIT · OCEAN · Precision Supply 04 · V3KTRK1000808
Open shipment
V3K-0000451
SHIPPED · OCEAN · Horizon Trading 05 · V3KTRK1000450
Open shipment

Assistant timeline

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