View and edit a sales order

Every sales order has a detail page that gathers its header, line items, fulfillments, payments, and history in one place. This guide shows you how to open that page, read it, and edit the parts that stay editable after the order is created.

To create a brand-new order instead, start with Create a sales order. To change what's on the order — the products and quantities — see Manage order lines.

The examples below use the demo order SO-DOCS-0001 — customer Blue Bottle Retail, store Main Store, warehouse Main Warehouse.

Before you begin

Requirement	Why it matters
The View sales orders permission.	Without it, the order doesn't open.
The Update sales orders permission — to edit.	Without it, the order opens read-only: the Edit button and the in-place editing controls don't appear. See Permissions reference.
The order isn't cancelled.	A cancelled order is read-only, so the Edit button is hidden. You can still view every tab.
No one else is editing it.	Editing takes an edit lock — one person at a time. If someone else holds it, you see the order read-only with a banner and Request edit / Take over buttons. See When editing is limited.

Open a sales order

1. Go to Orders → Sales Orders.
2. Find the order in the list — search or filter to narrow it down (see List columns and filters).
3. Click the order's row to open its detail page at /orders/sales-orders/{id}.

The page opens on the Lines tab by default. At the top, the order header (the OrderBar) shows the order number, the customer, the sales channel, and three independent status chips:

Chip	What it tracks
Order	Where the order sits in its lifecycle — Draft, Reserved, Open, or Closed.
Fulfillment	How much has shipped — Unfulfilled through Fulfilled.
Payment	How much has been paid — Unpaid through Paid.

These three move on their own. An order can be Open, Partially fulfilled, and Partially paid all at once — see How sales order status works for why.

Move between the order's sections

Below the header, a tab bar groups everything about the order. Click a tab to load its content; the active tab is also written to the page URL (for example ?tab=fulfillment), so you can link a colleague straight to it.

Tab	What you'll find
Lines	The products, quantities, and prices on the order.
Fulfillment	The shipment plan and shipping actions. See Fulfill a sales order.
Channel	Channel line items (external channel orders only).
Movements	Inventory movements this order has generated.
Allocations	Stock committed to each line. See Approve, reserve, and allocate stock.
Accounting / Profit	The order's financial rollup and margin.
Payments / Credits	Payments, refunds, and credit notes. See Record payments and apply store credit.
RMAs	Returns raised against the order.
Notes / Tags / Custom Fields	Free-text notes, tags, and per-account fields. See Add notes, tags, and custom fields.
Activity	A chronological log of everything that has happened to the order.

For a field-by-field tour of the header, banners, and every tab, see Order detail and mobile reference.

Some tabs stay disabled until they apply

The RMAs tab is disabled until the order has at least one fulfillment — its tooltip reads "RMAs can only be created after the order has at least one fulfillment." On a cancelled order, the Fulfillment, Credits, and RMAs tabs are disabled unless they already hold records.

Edit the header details

The header holds the details that apply to the whole order — store, customer, dates, currency, and shipping method. You edit them in place.

1. Open the order (for example SO-DOCS-0001).
2. Click Edit in the header, or press E. The details card becomes editable and the header turns amber to show you're in edit mode.
3. Change any header field:
   • Store and Sub Channel
   • Sales Rep — search for one, or type a name and choose Create "…" to add one on the spot
   • Order Date, Ship By, Deliver By, and Hold Until dates
   • Currency and Tax Included
   • Customer PO#
4. Click Save, or press Cmd/Ctrl+S. To discard your changes, click Cancel or press Esc.

When you save, only the fields you actually changed are sent — untouched fields are left exactly as they were. Any pending custom-field edits are saved in the same action.

Line items save on their own — the Save button is for the header

Line-item changes (quantity, price, adding or removing a product) save automatically as you make them on the Lines tab. The header Save button covers only header fields like customer, store, dates, and shipping method. If you open edit mode and change nothing in the header, Save stays disabled with the tooltip "No header changes to save." — that's expected, not a bug.

Change the customer

You can reassign the order to a different customer, either while editing the header or directly from the details card.

1. Next to Customer, click Change.
2. Search for and select a customer. To add one you don't have yet, choose to create a new customer inline — see the inline helpers in Create a sales order.
3. If you're not already in edit mode, the change saves immediately. If you are editing, the new customer is staged and applied when you click Save.

To edit the current customer's own name, email, or company (rather than swapping to a different customer), use the customer's edit action on the details card.

Change the shipping or billing address

Each order carries a Ship To and a Bill To address, drawn from the customer's saved addresses.

1. Under Ship To (or Bill To), click Change.
2. Pick a different saved address for the customer, then confirm. The order updates to the selected address.

Override the ship-to for this order only

Sometimes you need to ship one order somewhere that isn't a saved customer address — a one-off drop-ship name and address. Use a ship-to override instead of adding a permanent address.

1. Under Ship To, click the Override ship-to name / address action.
2. Enter the one-off name and address, then save. The order ships to the override without changing the customer's address book.

The override needs the Manage shipping permission

The ship-to override control appears only if you have the Manage shipping permission (sales_orders.manage_shipping). Changing the ship-to address on a live order also queues an update to the shipping provider so the carrier gets the corrected address — see Order events and automation.

Change the shipping method

The Method field sets how the order ships.

1. In edit mode, open the Shipping Method selector and pick a method (or type to create a new one).
2. Save. If the order came from a sales channel and you're mapping the channel's requested method to a SKU.io method, you can choose to save that mapping so future orders from the same channel method map automatically.

When editing is limited

A few guardrails protect stock, cost, and shipment records that are already in motion. See Warehouse routing and the warehouse lock for the full explanation.

Someone else is editing — the form is read-only

If another user (or your own other browser tab) holds the edit lock, the order opens read-only with a banner reading "[Name] is editing this order. The form is read-only until they finish." You have two options:

• Request edit — sends them a nudge; you take over when they release the lock.
• Take over — grabs the lock immediately (use this when you know they've stepped away).

The lock releases automatically when the current editor saves or cancels.

You can't move a line's warehouse once it has shipped

Once a line has an inventory movement at a warehouse, its warehouse is frozen. SKU.io rejects the change with "Cannot change warehouse for sku: … , line has fulfillments." To re-route it, void the shipment first (see Void, restore, or reset a shipment).

You can't reduce a line below what's already committed

If a line already has units committed to a fulfillment, you can't drop its quantity below that amount. The save is rejected with "Cannot reduce quantity for sku: … below the N already committed to a fulfillment. Cancel or void the fulfillment first." Void or cancel the fulfillment, then adjust the quantity.

Next steps

• Manage order lines — add, delete, map, replace, and reclassify the products on the order.
• Add discounts and charges — apply line- and order-level discounts and add shipping or handling charges.
• Approve, reserve, and allocate stock — commit inventory and move the order out of Draft.
• Fulfill a sales order — pick a warehouse and ship.
• Close, cancel, archive, and delete orders — end-of-life actions.
• Order detail and mobile reference — every part of the detail page explained.

Video transcript

Open a sales order from the list to reach its detail page. The header shows the order number, the customer, and three status chips that move on their own — Order, Fulfillment, and Payment. The details card holds the store, customer, dates, and currency, and the tab bar below groups the order lines, fulfillments, allocations, payments, and a full activity log. To change the header, click Edit, or press the E key. The header turns amber and the fields become editable — store, sales rep, dates, currency, shipping method, or a customer PO number. Line items save on their own; this Save button covers the header, and only the fields you change are sent. Click Save, and the order updates.