Sales Orders: Create and edit

This section follows a sales order from the moment you create it on Orders → Sales Orders to the moment you close it. Create a draft, work its lines, discounts, and details, then close, cancel, or archive it when it's done. The last pages cover substituting an out-of-stock product and setting the defaults new orders start with. To price a proposal before the customer commits, use Quotes.

To…	Go to…
create a draft order for a customer	Create a sales order
open an order and change its details and addresses	View and edit a sales order
add, change, and remove the lines on an order	Manage order lines
discount an order and add shipping or other charges	Add discounts and charges
get carrier rates and charge for shipping, or price an order that's waiting for shipping	Quote shipping on a sales order or quote
add notes, tags, and custom fields to an order	Add notes, tags, and custom fields
close, cancel, archive, or delete an order	Close, cancel, archive, and delete orders
swap an out-of-stock line to a stocked substitute	Substitute an out-of-stock product on a sales order
set order numbering and the defaults new orders start with	Set your sales order defaults and numbering