How to Review Open Orders

Last reviewed: June 9, 2026

On this page

Use this workflow to review active Sales Orders and decide the correct next action.

When to use this workflow

Use this workflow when you need to check whether an order is still open, partially shipped, pending non-inventory fulfillment, ready to edit, or ready for a print action.

Do not use this workflow to ship inventory. Use the Shipping & Receiving shipment workflow when inventory needs to be removed from stock and shipped.

Before you start

Have at least one of these search details ready:

Sales Order number.
Customer code or customer name.
Customer PO.
Expected order status.
Order date or required date.

Screen path

Dashboard > Sales > Open Orders

Steps

Open Dashboard > Sales > Open Orders.
Wait for Loading sales orders... to finish.
Use Search by order #, customer, PO, status... if the order list is long.
Find the order in the table.
Review the order row: Order #, Customer Code, Customer, Customer PO, Order Date, Required Date, Total Value, and Status.
Select the order row to expand it.
Review the header details: Customer PO, Terms, Carrier, Order Discount, Tax, Shipping Cost, and Order Total.
Review each line's Type, Part / Description, Ordered Qty, Completed Qty, Open Qty, Planned Ship Date, and Status.
Use the line Type and Open Qty to decide the next action.
If an inventory line has open quantity, continue through the Shipping & Receiving shipment workflow.
If a non-inventory line has open quantity and Fulfill Order is visible, use the non-inventory fulfillment workflow.
If the order details need correction and the order is still eligible, select Edit.
If the customer needs a Sales Order document, select Print Order.
If the customer needs an invoice document, select Print Invoice and handle any warning or invoice selection prompt.

What happens behind the scenes

Reviewing Open Orders loads active order data and displays it in the modal. It does not save changes, post accounting, move inventory, create invoice lines, or update lot history.

Open Orders calculates Pending Fulfillment for display when inventory lines are complete but non-inventory lines are still open.

For line quantities, PAX treats completion differently by line type:

Line type	Completed quantity means	Open quantity means
`Inventory`	Quantity shipped.	Quantity not yet shipped.
`Non-Inventory`	Quantity fulfilled.	Quantity not yet fulfilled.

Troubleshooting

I cannot find the order

Likely cause: The order is no longer Open or Partially Shipped, or the search term is filtering it out.

Safe fix: Clear the search box and search by order number. If it still does not appear, check invoicing or reports for closed order history.

Contact support if: The order should be open but does not appear.

The order says Pending Fulfillment

Likely cause: Inventory work is complete, but at least one non-inventory line still has open quantity.

Safe fix: Expand the order, confirm the open non-inventory line, then use Fulfill Order.

Contact support if: All non-inventory lines show zero open quantity but the order still shows Pending Fulfillment.

The order line looks complete but the order is still open

Likely cause: Another line on the same order may still have open quantity.

Safe fix: Review every line in the expanded view, not just the first line.

Contact support if: Every line has zero open quantity but the order remains open after refreshing.