Order in.Goods out.
Turn a quote into an order, confirm it and deliver in parts. The warehouse posts automatically, and the credit limit is checked.
In short: Sales Orders in XOS: turn a quote into an order, confirm it, create delivery notes with stock issue, check the credit limit and calculate the actual margin.
As of November 12, 2026 · ProzessXFrom quote to order and delivery note to invoice.
What this module handles for you.
Quote becomes order
An accepted quote can be converted into an order.
Confirm and cancel
Confirmed orders reserve stock in the warehouse. Canceling requires a reason.
Delivery notes with stock issue
Deliver an order in full or in parts. Each delivery note issues the goods from the selected warehouse.
Credit limit per customer
If a new order exceeds the customer's limit, XOS rejects it with a notice.
Prices from price lists
If you leave the price empty, XOS takes it from the Product Catalog, including customer and tiered prices, and shows the source as a preview.
Job costing and links
Book hours to the order and compare material and hours with the quoted price. You also see linked documents.
From quote to delivery.
An example of how an order runs through XOS.
In chat, too: the Chat Agent can read and create orders. XOS classifies write actions in Sales Orders as critical.
Related modules.
Frequently asked questions.
Can I import orders from Shopify?
From a connected Shopify shop, XOS imports orders as confirmed sales orders, and items are matched by item number. The channel is available as a filter.
See Sales Orders in your daily work.
Book a consultation.
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