How to create and fulfill a Sales Order
Table of Contents
How to create an order
You can quickly create an order from anywhere in the app by using the Quick Create (plus sign) menu in the upper right corner!
⭐️ Sales Orders can also be created via our Leaflink Integration, Live Wholesale Menu, or by using our API!
Sales Order Status
You can use the Sales Order Status field to reflect what stage of the fulfillment cycle the order is in
Customer Info
The first step in filling out a sales order is to enter the customer information
Owner (Sales Rep) - The employee responsible for this order or contact with the customer
Order Date - Order placement date
Customer - The recipient customer that this order will be sold to
Billing Address - Location/entity within the selected customer that an invoice should be billed to
Shipping Address - Location/entity within the selected customer that the inventory will be shipped to
Delivery Date - Expected delivery date for this order
Due Date - Payment due date for this order (Can have a default value set by editing the customer in the CRM)
Inventory Source - The location that the order will be shipped from
Internal Notes - Notes for your team that will not be visible to the customer (Can have a default value set by editing the customer in the CRM)
Message to Customer - Note to the customer that will be printed on the Invoice PDF (Can have a default value set by editing the customer in the CRM)
Line Items
Add a new line item by clicking the green "Add" button
Select which product you wish to sell
If the product is batch-tracked, you may select a Total THC % that you want the line item to be fulfilled with from the available batches
Enter the quantity you want to sell
Confirm the sale price
🎁 If the line item is a sample, click the checkbox at the right side of the line item which will exclude the line item from excise tax
Sorting Line Items
You can sort the sequence of line items easily by clicking the 3-dot icon in the upper left corner or any line item, and either dragging and dropping or selecting one of the sort options
Fulfillment
Edit the Sales Order and for any batch-tracked items, select which batch the inventory should be pulled from
🎉 NEW! Automatically fulfill line items by enabling the toggle in Settings > Company > Company Settings > Sales Order Settings
This will automatically select batches for batch-tracked line items upon saving an order that is in Processing status. Batches are prioritized by
Earliest expiration date
Smallest batch (to avoid fragmented inventory)
If you are on a Metrc-Integrated account, see the following article to learn how to assign packages!
Charges and Discounts
Add a charge or discount by clicking the green "Add" button, and select either a Preset like "Expedited Shipping" or a new charge/discount (You can add Preset Charges and Discounts to be selected in Settings > Customize Distru > Charges and Discounts)
Taxes
🛑 Taxes should be configured in Settings > Customize Distru > Taxes, so that they will be auto-assigned to orders based on the customer being sold to and the products being sold.
However they can also be manually added just like a charge or discount! You can see which line items are inheriting the tax by clicking the dropdown on the tax line
