Open Orders Overview

Last reviewed: June 9, 2026

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On this page

The Open Orders screen is used to review active Sales Orders and continue order work such as editing, printing, invoicing previews, and non-inventory fulfillment.

What this screen is for

Use Open Orders to review Sales Orders that are still open or partially shipped. This screen shows order header details, line progress, open quantities, and the actions that can continue the order workflow.

Open Orders is not the shipping workflow. Inventory shipment starts from the Shipping & Receiving area. Open Orders can print order documents and can fulfill open non-inventory lines, but it does not remove inventory from lots by simply opening or reviewing an order.

Screen path

Dashboard > Sales > Open Orders

Key areas

The search box appears at the top of the screen with this placeholder:

Search by order #, customer, PO, status...

Search checks order number, customer code, customer name, customer PO, payment terms, invoice status, order status, displayed status, order date, and required date.

Order list

The main table lists active orders.

Column What it shows
Expand arrow Opens or closes the order detail area.
Order # Sales Order number.
Customer Code Customer code on the order.
Customer Customer name.
Customer PO Customer purchase order number, or N/A.
Order Date Date the order was entered.
Required Date Header ship-by date.
Total Value Current Sales Order total.
Status Displayed order status.

Expanded order details

Selecting an order row expands the order. The expanded area shows header details and line details.

Header details include:

Area What it shows
Customer PO Customer PO for the order.
Terms Payment terms code.
Carrier Shipping method description.
Order Discount Order-level discount percentage.
Tax Sales tax amount, when greater than zero.
Shipping Cost Customer shipping charge on the order.
Order Total Total order amount.

Line details include:

Column What it shows
Line Sales Order line number.
Type Inventory or Non-Inventory.
Part / Description Inventory part number or non-inventory description.
Ordered Qty Quantity ordered.
Completed Qty Quantity shipped for inventory lines, or quantity fulfilled for non-inventory lines.
Open Qty Remaining quantity.
Unit Price Unit selling price.
Discount % Line discount percentage.
Line Value Ordered line value after discount.
Planned Ship Date Planned ship date for the line, or N/A.
Status Line status.

If a line has a line note, it appears beneath the line as Note:.

Main actions

  • Expand an order row to review details.
  • Use the search box to narrow the order list.
  • Select Edit to open the editable Sales Order.
  • Select Print Order to open the Sales Order PDF.
  • Select Print Invoice to open the related invoice PDF or choose from multiple invoices.
  • Select Fulfill Order when the order has open non-inventory lines.
  • Use the close button to leave the screen.

Important fields and statuses

Field or status Meaning Notes
Open The order or line still has open quantity and no completed activity for that item. Open inventory lines still need shipment. Open non-inventory lines still need fulfillment.
Partially Shipped Some quantity has been completed, but some quantity remains open. For non-inventory lines, PAX uses the same label when a line is partially fulfilled.
Pending Fulfillment Displayed when inventory lines are complete but non-inventory lines remain open. This is a display status calculated for Open Orders. It tells users to finish non-inventory fulfillment.
Completed Qty Completed quantity for the line. Inventory lines use shipped quantity. Non-inventory lines use fulfilled quantity.
Open Qty Remaining quantity. Inventory lines are based on quantity not shipped. Non-inventory lines are based on quantity not fulfilled.
Fulfill Order Action for open non-inventory lines. Only appears when at least one non-inventory line has open quantity.

What happens behind the scenes

When Open Orders opens, PAX loads Sales Orders with Open or Partially Shipped status.

Reviewing and expanding orders does not change accounting, inventory, lots, invoices, or customer records.

The actions available from this screen can have different effects:

Action System effect
Edit Opens the edit workflow. Saving can update order headers, lines, tax, and pending invoice header notes.
Print Order Generates a Sales Order PDF. It does not change the order.
Print Invoice Generates an invoice PDF. If the invoice has no invoice lines yet, PAX can print planned Sales Order quantities after a warning.
Fulfill Order Creates a non-inventory fulfillment record and invoice lines. It does not move inventory or lots.

Troubleshooting

I do not see an order I expected

Likely cause: Open Orders only loads orders with Open or Partially Shipped status, and the search box may be filtering the list.

Safe fix: Clear the search box. If the order has already closed, look for it in the invoice or report workflow instead.

Contact support if: The order is known to be open but does not appear after clearing search.

Search returns no orders

Likely cause: The search term does not match order number, customer, PO, status, terms, or dates in the loaded open-order list.

Safe fix: Try a shorter search term, such as the customer code or part of the order number.

Contact support if: A known open order cannot be found by order number.

The Fulfill Order button is missing

Likely cause: The order has no open non-inventory lines.

Safe fix: Review the line Type and Open Qty. Use Shipping & Receiving for open inventory lines.

Contact support if: The order has an open non-inventory line but Fulfill Order is not visible.

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