← Sales orders

Sales order workspace

SO-VOL2K-000841

Status: DRAFT

Step 1: Review customer commitment

Step 2: Transition SO status

Step 3: Track linked shipments

Current status

DRAFT

Linked shipments

4

Active shipments

2

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: Automotive customer — Chicago (1048)

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-10840

Requested ship:

Requested delivery: 4/25/2025

Notes:

Linked shipments

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

  • V3K-0001933

    IN_TRANSIT · OCEAN · Test Supplier Ltd. · V3KTRK1001932

    Open shipment
  • V3K-0001289

    RECEIVED · ROAD · Acme Industrial Supplies · V3KTRK1001288

    Open shipment
  • V3K-0000066

    SHIPPED · ROAD · Horizon Trading 05 · V3KTRK1000065

    Open shipment
  • V3K-0000060

    RECEIVED · ROAD · Summit Packaging 12 · V3KTRK1000059

    Open shipment

Assistant timeline

AI-assisted activity

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

  1. No assistant activity linked yet.