Sales Orders

Status: Shipped
Linear: VM-42
Module: Sales & Commercial

Overview

The Sales Orders module tracks client orders from initial draft through production to final delivery. Each order links to a client, style, and production order, creating a complete chain from commercial to manufacturing.

User Stories

ID	Story	Priority	Status
SO-1	Create new sales order with client, style, quantities per size/color, and ETD	P0	✅ Shipped
SO-2	List all orders with filters (status, client, date range) and search by SO#	P0	✅ Shipped
SO-3	View order details including line items, version history, and linked POs	P0	✅ Shipped
SO-4	Update an order (creates a new version for audit trail)	P0	✅ Shipped
SO-5	Change order status: Draft → Submitted → Confirmed → In Production → Shipped → Completed	P0	✅ Shipped
SO-6	Duplicate an existing order as a template for repeat clients	P1	✅ Shipped
SO-7	Attach files (client PO, tech pack PDFs) to an order	P1	✅ Shipped
SO-8	Client portal view (external buyers see own orders)	P2	🟡 Backlog

Status Workflow

Draft -> Submitted -> Confirmed -> In Production -> Shipped -> Completed

Screenshots

Screenshots to be added by Thai

API Reference

Endpoints

Method	Path	Description
GET	`/api/v1/sales-orders`	List all sales orders
POST	`/api/v1/sales-orders`	Create new sales order
GET	`/api/v1/sales-orders/{id}`	Get sales order details
PUT	`/api/v1/sales-orders/{id}`	Update sales order
DELETE	`/api/v1/sales-orders/{id}`	Delete sales order
POST	`/api/v1/sales-orders/{id}/duplicate`	Duplicate as template

Qase Test Coverage

Test results pulled from Qase. Run npx bru run tests/api/sales-orders --env staging to execute.

Test Case	Status	Last Run
Create sales order	🟡 Pending Qase sync	—
Update sales order	🟡 Pending Qase sync	—
Filter by status	🟡 Pending Qase sync	—
Duplicate order	🟡 Pending Qase sync	—
File attachment	🟡 Pending Qase sync	—

Production Orders - Manufacturing linked to sales orders
Purchase Orders - Materials procurement
Clients - Customer management
Invoices - Billing for completed orders

Release History

v1.0.0 - Initial release with full CRUD, status workflow, and filtering
v1.1.0 - Added file attachments (SO-7)
v1.2.0 - Added duplicate as template (SO-6)

​Sales Orders

​Overview

​User Stories

​Status Workflow

​Screenshots

​API Reference

​Endpoints

​Qase Test Coverage

​Related Features

​Release History

Sales Orders

Overview

User Stories

Status Workflow

Screenshots

API Reference

Endpoints

Qase Test Coverage

Related Features

Release History