← Sales orders

Sales order workspace

SO-VOL2K-000866

Status: CLOSED

Step 1: Review customer commitment

Step 2: Transition SO status

Step 3: Track linked shipments

Current status

CLOSED

Linked shipments

1

Active shipments

0

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: Pharma customer — Tokyo (1038)

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-10865

Requested ship:

Requested delivery: 11/3/2025

Notes:

Linked shipments

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

  • V3K-0000301

    DELIVERED · ROAD · Vertex Trading 08 · V3KTRK1000300

    Open shipment

Assistant timeline

AI-assisted activity

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

  1. No assistant activity linked yet.