Sales Orders

From quote to delivery.
Every order under control.

Track every sales order through draft, confirmed, packed, shipped and delivered — with quotations, saved views, live KPIs and an AI assistant built in.

app.totalapp.app/sales/orders
Every order, one workspace
TotalApp
OrdersQuotationsCatalogDashboard
Sales orders · June 2026Revenue $1.24M
Order lifecycle
Draft12
Confirmed28
Packed17
Shipped21
Delivered64
Revenue by dayTodayEarlier
Orders142
Avg. order$8.7k
Outstanding$96k
Overdue7
Latest orders
No.CustomerTotalStatus
SO-2041Northwind$12,480Shipped
SO-2040Acme Corp$8,920Paid
SO-2039Brightline$3,150Draft
SO-2038Vantage$21,400Confirmed
Top products
ProductUnitsRevenue
Enterprise license48$96k
Premium support112$54k
Onboarding36$28k
Order SO-2041

Northwind Logistics

Total$12,480
PaymentPaid
StatusShipped
Track shipment
Customer notified by e-mail
Payment status
Paid$1.04M
Partial$62k
Overdue$34k
AI Sales Assistant
3 orders are overdue by $24,300. Acme has paid late twice — reminders are drafted.
Send reminders
Order SO-2041 shippedNorthwind · tracking added
Order Lifecycle

From draft to delivery,
in real time

Every order moves through clear statuses — draft, confirmed, packed, shipped and delivered — with payment visibility at each step.

  • ✓
    Live status counts for every stage
  • ✓
    Payment status next to delivery status
  • ✓
    Average time-to-deliver tracked
Open Sales Orders Read the docs
Order lifecycle142 orders
12
28
17
21
64
Draft
Confirmed
Packed
Shipped
Delivered
SO-2041Northwind LogisticsShipped$12,480
Avg. time to deliver
3.2 days
Draft to deliveryEvery status tracked live.
Order Detail Panel

Everything about an order
in one panel

Open any order to see items, totals, payments and a full timeline without leaving the list.

  • ✓
    Line items and totals
  • ✓
    Payment and invoice status
  • ✓
    Timeline of every change
Open Sales Orders Read the docs
Orders
SO-2041
Northwind
$12,480
SO-2040
Acme Corp
$8,920
SO-2039
Brightline
$3,150
SO-2038
Vantage
$21,400
Order detailpanel
SO-2041 · NorthwindPaid
ItemQtyTotal
Enterprise license ×1212$9,600
Onboarding (8h)8$2,400
Premium support1$480
Total$12,480
Timeline
✓ Confirmed · Jun 3
✓ Paid · Jun 4
◔ Shipped · Jun 6
Everything in one panelItems, payments, history.
Filtering & Search

Find any order
in seconds

Search by number, customer or product and combine status, date and amount filters.

  • ✓
    Free-text search
  • ✓
    Status, date and amount filters
  • ✓
    Totals update with the filter
Open Sales Orders Read the docs
acme shipped june
Status: ShippedCustomer: AcmeJun 1 – Jun 30> $5,000
3 matching orders$31,140
SO-2037Acme CorpJun 28$9,240Shipped
SO-2031Acme CorpJun 19$6,800Shipped
SO-2026Acme CorpJun 11$15,100Shipped
Find any order fastCombine filters freely.
List & Card Views

Two views,
one click apart

Work in a dense list or switch to cards for a quick visual scan of the day’s orders.

  • ✓
    Dense list for power users
  • ✓
    Cards for quick scanning
  • ✓
    Choice remembered per user
Open Sales Orders Read the docs
List viewCard view
List view
SO-2041NorthwindShipped
SO-2040AcmePaid
SO-2039BrightlineDraft
Card view
SO-2041
Northwind
$12.5k
SO-2040
Acme
$8.9k
SO-2039
Brightline
$3.1k
SO-2038
Vantage
$21.4k
Two ways to see ordersSwitch with one click.
Summary KPI Cards

KPIs that update
as orders change

Revenue, order count, average order value and outstanding balance at the top of the screen.

  • ✓
    Revenue and order trends
  • ✓
    Outstanding balance at a glance
  • ✓
    Breakdown by status
Open Sales Orders Read the docs
Summary cardsJun 2026
Revenue
$1.24M
▲ 12%
Orders
142
▲ 8%
Avg. order
$8.7k
▲ 3%
Outstanding
$96k
▼ 5%
By status
64 delivered
21 shipped
KPIs that update liveNo refresh needed.
Order Actions

One click per
workflow step

Confirm, invoice, ship, duplicate or cancel — each action updates status and notifies the customer.

  • ✓
    Confirm and invoice from the order
  • ✓
    Ship with tracking
  • ✓
    Duplicate for repeat orders
Open Sales Orders Read the docs
SO-2041Actions
Confirm order
Create invoice
Mark as shipped
Duplicate
Cancel order
Result
Shipped
Customer e-mailed · tracking added
Next
Invoice auto-created on delivery
One click per stepStatus, invoice, email together.
Quotations to Orders

Turn an accepted quote
into an order

Build quotes from your catalog, send a branded PDF and convert accepted quotes to orders without re-typing a line.

  • ✓
    Quotes from the sales catalog
  • ✓
    Branded PDF in one click
  • ✓
    Quote → order conversion
Open Sales Orders Read the docs
Quotation
Q-118 · NorthwindAccepted
Items3
Valid untilJul 15
Total$12,480
Sales order
SO-2041 · NorthwindDraft
Items3
PaymentPending
Total$12,480
Convert
Nothing re-typed
Items, prices and terms carry over.
Quote PDF includedBranded, one click.
Multi-select & AI Assistant

Select orders,
ask the assistant

Select several orders and let the AI Assistant summarise overdue payments, draft reminders and suggest next steps.

  • ✓
    Bulk actions on a selection
  • ✓
    AI summaries and reminders
  • ✓
    Save findings as a report
Open Sales Orders Read the docs
3 orders selectedMulti-select
✓SO-2031Acme CorpOverdue
✓SO-2026BrightlineOverdue
✓SO-2019VantagePartial
AI Assistant
A
$24,300 is overdue across these 3 orders. Acme has paid late twice — I drafted reminders for all three.
Send reminders
Ask about your selectionSummaries and next steps.

Everything you need to fulfil orders faster

From the first quote to the final delivery — TotalApp keeps sales, stock and billing in step.

🧾

Order Lifecycle

Draft to delivered with a clear status on every order.

🗂

Saved Views

Filter, sort and save the views your team uses daily.

📊

Live KPIs

Revenue, open orders and fulfilment rate update in real time.

📝

Quotations

Turn accepted quotes into orders with one click.

⚡

Bulk Actions

Confirm, pack or ship many orders at once.

✨

AI Assistant

Ask about late orders and revenue in plain language.

Ready to ship orders faster?

Join teams using TotalApp to turn quotes into delivered orders without the spreadsheets.