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← Sales orders

Sales order workspace

SO-552318

Status: DRAFT

Step 1: Review customer commitment

Step 2: Transition SO status

Step 3: Track linked shipments

Current status

DRAFT

Linked shipments

0

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: REJECTED

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.

Open full assistant
Transition status

Customer: Apparel customer — Chicago (1021)

Order for:

Legal (order-for) snapshot:

Statutory legal blocks apply when Order for is a Legal entity / subsidiary org with a row in Legal entities. Current org type: REGION.

External ref: —

Requested ship: —

Requested delivery: 1/1/2027

Notes: —

Linked shipments

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

  • No shipments linked.

Assistant timeline

AI-assisted activity

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

  1. Assistant sales_order_intake_review

    Assistant sales intake marked REJECTED for SO-552318.

    5/2/2026, 1:33:46 AM

    Open

  2. Assistant sales_order_intake_review

    Assistant sales intake marked NEEDS_CHANGES for SO-552318.

    5/2/2026, 1:33:42 AM

    Open

  3. Assistant sales_order_intake_review

    Assistant sales intake marked APPROVED for SO-552318.

    5/2/2026, 1:33:41 AM

    Open

  4. Assistant sales_order_intake_review

    Assistant sales intake updated for SO-552318.

    5/2/2026, 1:33:39 AM

    Open