A sales order is a confirmed deal — what the customer has committed to buy. Orders sit in the middle of NexerIQ's sales flow (Quote → Order → Invoice), often created from an accepted quote and handed on to an invoice. This guide covers creating, confirming, and fulfilling orders.
Finding and creating orders
Open Sales → Orders for the list. Click Create Order, choose the Customer and Billing Address, set the Currency, Order Date, and an optional Requested delivery date, plus a Reference or Notes. Many orders are created automatically when you Convert to Order from an accepted quote — those arrive ready with their lines.
Adding lines
Click Add Line to add each product with its Quantity, Unit Price, Discount %, and tax. The Net, Tax, and Gross totals update as you go. You can edit lines while the order is a Draft.
Confirming and processing
- Confirm — when the order is agreed, click Confirm (needs at least one line). It moves to Confirmed.
- Start Processing — begin fulfilment; the order moves to Processing.
- Cancel — stop an order that won't go ahead.
Order statuses
An order moves through Draft → Confirmed → Processing → Partially Fulfilled → Fulfilled, or it can be Cancelled. The activity panel shows whether it's fully fulfilled and fully invoiced.
From quote, to invoice
If the order came from a quote, it shows the linked Quote. When you're ready to bill, an invoice is created from the order and appears as a Linked Invoice — see the creating and issuing invoices guide. This keeps the whole sale traceable from quote to payment without re-keying anything.
Tip: Confirm an order only when the customer has committed — confirming requires at least one line and signals the deal is on, ready to process and invoice.
Related Articles
Creating and managing sales quotes in NexerIQ
A quote is a priced offer you send a customer — nothing is committed until they accept. It's the first step in NexerIQ's sales flow: Quote → Order → Invoice. This guide covers creating a quote, adding lines, and moving it through its lifecycle. ...
Subscriptions and recurring billing in NexerIQ
If you bill a customer for the same thing on a regular basis — a monthly retainer, a maintenance contract, or a rental — a subscription keeps the details in one place and lets you raise each invoice in a click. This guide covers creating ...
Recording invoice payments
When a customer pays When the money comes in, record it against the invoice. It only takes a moment, and it keeps both the invoice and the customer's balance spot on. Open the invoice under Sales → Invoices. Select Apply payment (you might also see ...
Issuing a credit note
What a credit note is A credit note reduces what a customer owes you. You'd issue one to correct an invoice, handle a return, or give a goodwill discount — any time you need to take money off a customer's balance in a clean, traceable way. Credit ...
Creating a purchase order
A purchase order (PO) is your formal request to a supplier for goods — it sets out what you want, at what price, and which warehouse should receive it. It's the first step in buying, and everything that follows (the goods arriving, the bill, the ...