Sales orders can be closed for several reasons. They may be closed directly from the Edit SO screen by selecting the close button. Closed SOs will not affect the inventory levels or appear in any inventory stock level calculations. SOs may also be closed by PhreeBooks if all the items have been shipped through the Sales/invoice screen. Closing a sales order will remove all remaining 'quantity on sales order' quantities from inventory identified in the sales order being closed that have not been shipped.
When a sales order is closed, the quantity on sales order values are readjusted. This action will not affect the income statement or balance sheet since a sales order represents an allocation of inventory and not an actual sales (monetary transaction).
Entering a sales order
Editing a sales order
Deleting a sales order
Checking sales order status (Sales Order Manager)