Sales Orders
Keep the confirmed order attached to production and dispatch
What the current workaround hides
The issue is not the tool itself. It is what happens when the next team cannot see the update.
Orders and Production Disconnected
Sales takes an order but production doesn't know until someone calls. Delays, rework, customer complaints.
No Delivery Date Visibility
Customers call asking 'when will my order arrive?' No one knows. Trust erodes with every missed deadline.
Manual Dispatch Coordination
Dispatch from multiple locations requires phone calls and messages. Partial shipments go untracked.
No Order Status Audit
When a customer disputes delivery — no record of what was shipped, when, or by whom.
The connected FactoStack workflow
Each update stays attached to the operational record that caused it.
Auto Production Order Creation
Confirmed sales order triggers production order automatically. Zero manual handoff between sales and factory.
Delivery Date Tracking
Promised and actual delivery dates tracked side by side. Alerts when delivery is at risk.
Customer Delivery Portal
Customer gets a link to track their order status live. Reduces support calls by 60%.
Multi-location Dispatch
Fulfill from warehouse or factory based on stock availability. Split shipments tracked separately.
Key Capabilities
The product records and controls available to the team.
Full Order Lifecycle
Track from Draft → Confirmed → In Production → Ready → Shipped → Delivered → Cancelled
Production Auto-linking
Confirmed orders auto-create production orders with correct BOM and routing.
Delivery Date Alerts
Get alerted when promised delivery is at risk. Proactively communicate with customers.
Customer Portal
Shareable link for each order. Customer sees real-time status without calling you.
Multi-location Dispatch
Pick dispatch location based on current stock. Track partial shipments.
Invoice Generation
Generate GST invoice directly from shipped order. One-click to Tally.
How It Works
How the record moves from one role to the next.
Order Confirmed
Quote accepted or order entered. Stock reserved automatically
Production Created
Production order auto-generated and assigned to floor
Ready to Ship
Quality passed. Packing list generated. Dispatch scheduled
Delivered & Invoiced
Delivery confirmed. Invoice prepared. Tally ready for accounts
How Sales Orders Connects
How this module shares information with the rest of FactoStack.
Quotes
Accepted quotes convert to sales orders automatically. No duplicate work.
Production & MRP
Sales orders drive MRP. Production schedules adjust based on order priority.
Inventory
Stock reserved on order confirmation. Available inventory updates in real-time.
Invoicing
Shipped orders auto-generate GST-compliant invoices. Export to Tally with one click.
Excel vs FactoStack
| Feature | Excel / Manual | FactoStack |
|---|---|---|
| Production auto-trigger | ❌ Manual call | ✅ Automatic |
| Delivery date tracking | ❌ Spreadsheet estimate | ✅ Live tracking |
| Customer portal | ❌ None | ✅ Shareable link |
| Multi-location dispatch | ❌ Manual coordination | ✅ Built-in |
| Order audit trail | ❌ No history | ✅ Full log |
See It In Action
Real screens from the FactoStack platform.
Order Dashboard
All orders by status in one view
Delivery Tracking
Live delivery status with customer portal link
Included in Your Subscription
FACTORY MANAGER includes sales orders and more
- Quotations & invoicing
- GST-compliant invoicing
- CRM & sales orders
- Bill of Materials (BOM) & routings
- Shop floor tracking (QR job cards)
Frequently Asked Questions
Does it support partial deliveries?
Yes. You can ship partial quantities against an order and track remaining balance. Each shipment gets its own delivery record.
Can customers see their order status?
Yes. Each order gets a shareable customer portal link showing current status, expected delivery date, and shipping details.
How does production auto-creation work?
When a sales order is confirmed, the system checks the product BOM and creates a production order with required materials and target date.
What statuses are supported?
Draft, Confirmed, In Production, Ready to Ship, Shipped, Delivered, Cancelled. Each status change is logged with timestamp.
