← Sales orders

Sales order workspace

SO-VOL2K-000879

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-10878

Requested ship:

Requested delivery: 11/21/2025

Notes:

Linked shipments

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

  • V3K-0000667

    VALIDATED · OCEAN · Second Test Ltd. · V3KTRK1000666

    Open shipment
  • V3K-0000400

    RECEIVED · ROAD · Horizon Supply 18 · V3KTRK1000399

    Open shipment

Assistant timeline

AI-assisted activity

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

  1. No assistant activity linked yet.