Issue a sales order

Learn how to issue a sales order in Augno.

To issue a sales order in Augno, you need to have created a sales order estimate.

What is issuing a sales order?

In Augno, issuing a sales order means moving it from a draft/estimate state into an active fulfillment state. When you issue, Augno allocates inventory for the order. If Augno does not currently show enough inventory, the order can still be issued. This avoids blocking operations when real-world inventory and Augno inventory are temporarily out of sync, and it supports partial shipments immediately.

What happens when you click Issue?

  • changes order status to Issued and sets the Issued At timestamp for traceability.
  • creates a Pick for warehouse work
  • creates and reserves inventory issues for the order quantities
  • optionally sends an order acknowledgement email (if you set acknowledgement email in the sales order or the customer)

So practically, ”Issue” means to commit this order to operations (start picking & inventory allocation).

What issuing does not do

Issuing a sales order does not automatically create a Production Run. Production run generation must be done while the order is still in Estimate. Production Run generation is a separate action in Augno.

Before you issue (recommended checks)

  • confirm the correct customer and shipping destination
  • review line quantities and pricing
  • confirm payment and shipping terms
  • verify acknowledgement/invoice contacts if you plan to send email
  • if terms are prepaid, collect payment before issuing

Related behavior

  • If customer payment terms are Prepaid, the UI warns you to collect payment before issuing.
  • If a customer is on credit hold, issuing is blocked until hold is removed.

Unissuing a sales order

Unissue reverses issue behavior:

  • the order status returns to Estimate and the Issued At timestamp is cleared
  • the associated pick is removed
  • the reserved inventory is released

Next steps

Next: Territories