Order detail and mobile reference

This reference maps the sales order detail page: the header and its action set, the contextual banners, the order details card, every tab, the running totals footer, the Fulfillment workflow surface, and how the same order looks on a phone. Use it to find where something lives and when it appears — the how-to guides cover the tasks themselves.

Open a detail page by clicking any order number on the list at Orders → Sales Orders. Examples below use order SO-DOCS-0001 (customer Blue Bottle Retail, store Main Store, warehouse Main Warehouse).

New to the terms?

Jargon like fulfillment order, allocation, backorder, RMA, dropship, and MCF is defined in the glossary.

The order header

The header (the OrderBar) sits at the top of every detail page. The left side identifies the order; the right side holds the action set. When you scroll down, a condensed sticky bar with the same identity and primary actions pins to the top of the page.

Left side: Identity and chips

Element	Shows
Order number	The order's number (for example SO-DOCS-0001). In edit mode this becomes an editable field — except on external-channel orders, whose number is owned by the channel.
Channel name	The sales channel or store beneath the number. For channel orders, two icon links appear — one opens the channel order inside SKU.io, the other opens the order in the source channel.
Order / Fulfillment / Payment chips	Three color-coded status chips. Each is a popover: click it for a step-by-step breakdown of that status axis and where the order sits now. For every value, see the status reference.
Dropship chip	A purple Dropship chip when the order has one or more dropship purchase orders.
Address chip	An Address warning (amber) or Address blocked (red) chip when the shipping address fails a validation check; hover it for the specific warnings.

The three status chips are independent — an order can read Open / Awaiting Tracking / Paid all at once. See How sales order status works.

Right side: Action set

Which actions show depends on the order's status, its channel, and your permissions. Live viewers of the record and a record navigator (previous/next order) also sit here.

Action	Where it's	Shows when
Approve	Primary button	Order is Draft and you can approve. Disabled until the order has at least one line. See Approve, reserve, and allocate stock.
Sync (cloud icon)	Icon button	External-channel orders — re-downloads the order from the channel.
Fulfill	Primary button	The order has units still to fulfill. Jumps to the Fulfillment tab. See Fulfill a sales order.
Edit	Text button	Order isn't cancelled and you can update it. Disabled — with a tooltip naming the holder — while another user or tab holds the edit lock.
Export	Menu	You can print. Opens Download PDF Invoice, Print Packing Slip (New), Print Packing Slip (Legacy / Jasper), and — for register-originated orders — Print POS Receipt.
More	Menu	Groups status transitions and secondary actions (below).

The More menu holds two sections:

Menu item	Section	Shows when
Revert to Draft	Change Status	Order is Open or Reserved. Unapproves back to an editable draft.
Reserve Inventory	Change Status	Order is Open. Holds inventory but blocks fulfillment.
Unreserve	Change Status	Order is Reserved. Releases the hold and allows fulfillment.
Close Order	Change Status	Order is Open or Reserved. Finalizes and locks the order.
Reopen Order	Change Status	Order is Closed.
Send Email	Actions	You can update the order.
Duplicate	Actions	You can update the order. Copies the order to a new Draft.
Resend Items	Actions	You can update the order. See Resend and exchange an order.
Create RMA	Actions	You can update the order. Disabled until the order has at least one fulfillment. See Process returns: RMAs and credits.
Cancel Order	Danger	Order isn't already cancelled. Disabled on external-channel orders — those must be cancelled in the source channel, which syncs back.
Delete Order	Danger	You can delete orders.

For the close/cancel/reopen/delete flows and their side effects, see Close, cancel, archive, and delete orders.

Edit mode

Clicking Edit turns the header amber and swaps the action set for Cancel and Save. Header fields (customer, store, dates, shipping method) save when you click Save; line-item changes (quantity, price, add/remove) save automatically as you make them, tracked by a live indicator that reads Saving line items… → Line items saved. The Save button is disabled when there are no header changes to save.

Contextual banners

Banners stack between the header and the content. Each appears only in its condition.

Banner	Appears when	What it does
Unlinked product lines (orange)	The order has channel lines not yet mapped to products, and isn't cancelled	Prompts you to link lines so fulfillment, inventory, and reporting work. Feeds the Channel tab count.
Cancelled (red)	The order is cancelled	States that all inventory allocations were cancelled. Offers Reopen Order to uncancel.
Edit lock	Another user — or your own other browser tab — holds the edit lock	Names the holder and blocks editing. Lets you request the edit or take over the lock.
Stale record	Another user changed the order while your page was open	Warns the data is out of date and offers to refresh, noting whether you have unsaved changes.
Funded by Credit	The order is an exchange (EXC-) funded by returned-merchandise credit	Links to the sales credit that funded it and shows the credited amount. See Resend and exchange an order.
Store credit available	On the Payments tab, when the customer has open store credit	Shows the available balance and an Apply Store Credit button. See Record payments and apply store credit.

The order details card

Below the banners, the details card lays out the order's parties and settings in three columns. In edit mode, editable fields become inputs; addresses and customer open pickers via Change.

Column	Fields
Order Details	Store, Customer (with company and email), Sub Channel, Sales Rep, Order Date, Currency, Tax Included, Customer PO#, plus any custom fields marked visible in order details.
Shipping	Ship To address (with an Override ship-to name / address action when you can manage shipping) and Shipping Method.
Billing	Bill To address.

A metadata strip above the columns shows the record ID, Created (date and creator), and Updated (date and last editor).

For editing these fields, see View and edit a sales order. For what each field means, see the fields reference.

The tab bar

A sticky tab bar sits above the content. Each tab carries a count chip; some are hidden or disabled by rule. Tabs appear left to right in this order.

Tab	Count	Appears / disabled
Lines	—	Always. Product lines, revenue lines, and cost lines. See Manage order lines and Add discounts and charges.
Fulfillment	Active fulfillments	Always shown; disabled on a cancelled order that has no fulfillments. See the Fulfillment tab below.
Channel	Unmapped lines (amber)	Only on external-channel orders. Its count is the number of unmapped lines, which also blocks fulfillment. See How channel orders sync.
Movements	Inventory movements	Always. The order's inventory movement history.
Allocations	Allocations	Always. The order's stock allocations. See Inventory allocation and backorders.
Adjustments	Adjustments	Only when the order has one or more adjustments.
Accounting	—	Always. The order's accounting transaction. See Generate invoices, packing slips, and accounting.
Profit	—	Always. Margins and per-line profitability, with a PROFORMA / ACCOUNTING toggle and a Recalculate action.
Payments	Payments	Always. See Record payments and apply store credit.
Credits	Sales credits	Always shown; disabled on a cancelled order with no credits.
RMAs	RMAs	Always shown; disabled until the order has a fulfillment (or already has an RMA). See Process returns: RMAs and credits.
Notes	Notes	Always. See Add notes, tags, and custom fields.
Tags	Tags	Always.
Custom Fields	Custom field values	Always.
Activity	—	Always. The order's audit log.

Fulfillment progress strip

Above the tab content, a strip summarizes units shipped, in flight, and still to fulfill. It's hidden on cancelled orders — there is nothing left to ship, so a "to fulfill" strip would mislead.

On the Lines tab, quick-scroll chips (Product Lines, Revenue Lines, Cost Lines) jump you to each grid.

The order totals footer

A totals footer pins to the bottom of the page and stays in view as you work. It reads the same order-level figures everywhere it appears.

Figure	Shows
Subtotal	Sum of product-line revenue before tax and discounts.
Discounts	Total line- and order-level discount; the popover breaks it down by line and order discount.
Tax	Tax total. Reads Tax (Mixed) with a per-rate breakdown when lines carry different rates.
Revenue Lines	Total of financial revenue lines (for example shipping and handling charges), with a per-line breakdown.
Total	Order grand total. While editing, reads Total (with pending) and breaks out pending additions.
Paid	Total payments received.
Credits	Sales credit applied to the order, shown as a negative.
Balance Due	What remains — green at zero, red when money is still owed.

The Fulfillment tab

The Fulfillment tab is the order's ship surface. It reads as a two-tier plan — per-warehouse fulfillment orders (the intent) that become shipments (the execution). For the model behind it, see Two-tier fulfillment: intent vs execution.

At the top, a summary row counts Active Orders, submitted shipments, Fulfilled, and anything that needs attention. Below it, a Status filter chips the fulfillment orders by stage:

Filter	Shows
All	Every active fulfillment order.
Pending	Planned but not yet dispatched.
Submitting	Being sent to a shipping provider or channel (shown only when relevant).
Submitted	Dispatched and awaiting tracking.
Exception	Fulfillment orders that need attention (shown only when relevant).
Fulfilled	Shipped and complete.
Voided	Voided shipments, retained for history (shown only when relevant).

Fulfillment orders group by warehouse. Each card drives the lifecycle, subject to your permissions and the order's state:

• Reserve / Unreserve lines against on-hand or incoming stock.
• Change warehouse for lines (allowed only before the warehouse lock takes hold).
• Quick dispatch or Fulfill — the fulfill dialog picks per-line quantities. See Fulfill a sales order.
• Mark for pickup / Mark as picked up for in-store collection.
• Dropship the lines and enter tracking for the supplier shipment. See Create a dropship request.
• Link MCF / Cancel MCF order for Amazon MCF. See Fulfill via Amazon FBA or MCF.
• Submit to channel / Clear submission for channel-managed fulfillment.
• Print packing slip, and resync to / resync from the shipping provider.
• Merge fulfillment orders within this order or across orders; a merged-shipment indicator shows when the order is part of an open merge group. See Split, move, and merge fulfillments.

For voiding, restoring, or resetting a shipment, see Void, restore, or reset a shipment.

Amazon FBA orders are read-only here

An Amazon FBA / AFN order replaces the whole workflow with a read-only Amazon FBA shipments view sourced from the FBA Shipments report — SKU.io doesn't ship it, Amazon does. See Amazon FBA, MCF, and externally fulfilled orders.

The mobile experience

On a phone, both the list and the detail page adapt to a single column. Mobile is read-first, but editing is fully supported: the inline Order & addresses accordion is display-only, and an Edit order action in the action sheet opens a dedicated full-screen edit form.

The list on mobile

Element	What it does
Mobile header	Title, a search box (with the same searchable fields as desktop), a saved-views bar, and an overflow menu with Import and Export.
Tools	A column picker and an Advanced Filters entry point.
Filter sheet	A bottom sheet where you stage a filter tree as a draft and apply it in one go.
Card list	Orders render as cards instead of table rows.
Create button	A round + button, bottom-right, opens the create-order modal. Hidden while you have rows selected.
Bulk action bar	When rows are selected, a sticky bar shows the count and a Selected / All scope toggle, matching the desktop bulk panel. See Bulk actions on the sales orders list.

The detail page on mobile

Element	What it does
Hero	Back link and breadcrumb, the order number, a ⋯ overflow trigger, the store · customer line, and the three status chips.
Money card + info accordion	A money summary card, then a collapsible Order & addresses panel (order meta, customer, ship-to, bill-to). The accordion itself is display-only — editing happens through the dedicated edit overlay, not here.
Segmented tab bar	Four promoted sections — Lines, Fulfillment, Payments, Credits — with count badges, plus a grid button that opens a sheet listing every other section.
Action sheet	The ⋯ opens a grouped sheet that runs the same actions as the desktop More menu. Its Primary group leads with Edit order, followed by status transitions; a Quote group appears on quotes; then Documents & sharing and a Danger zone group. Disabled actions show why.
Edit overlay	Choosing Edit order opens a full-screen, single-column edit form — a mobile mirror of the desktop details card (order number, store, customer, ship-to and bill-to addresses, dates, and custom fields). It reuses the same save pipeline as desktop, with a Save FAB and a Cancel action.
Context button	A floating action button that's tab-contextual, not tied to order state: Add Payment on the Payments tab, Create Credit on Credits, Create RMA on RMAs, and a Save FAB while editing. It's hidden on every other tab.

Keyboard shortcuts (desktop)

The detail page responds to a few single-key shortcuts:

Key	Action
N	Jump to and focus the product-lines area to add a line.
E	Edit the order.
⌘S / Ctrl+S	Save header changes (while editing, when there are changes).
Esc	Cancel editing (prompts if you have unsaved changes).

When you open an order straight after creating it, the page automatically scrolls to and focuses the product-lines area so you can start adding items.

Next steps

• Order status reference — every value on each status chip.
• List columns and filters — the list this page opens from.
• Fields reference — what each order and line field means.
• How sales order status works — why the three chips move on their own.
• Two-tier fulfillment: intent vs execution — the model behind the Fulfillment tab.
• Sales orders overview — the full guide set.