---
title: Sales Orders with AI in XOS | XOS
description: Sales Orders in XOS: turn a quote into an order, confirm it, create delivery notes with stock issue, check the credit limit and recalculate the margin.
url: https://xos.prozessx.com/en/modules/sales-orders/
---

# 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.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)

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 · ProzessX

Quote, order, delivery note: the warehouse issues the stock on delivery. Sample view, simplified.

Finance and ERP

## From quote to order and delivery note to invoice.

In the ERP package €149 per seat per month, only available as a complete package

Everything €249 per seat per month, all modules

Requirement Only with the ERP package.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[All prices](https://xos.prozessx.com/en/pricing/)

## What this module handles for you.

01

### Quote becomes order

An accepted quote can be converted into an order.

02

### Confirm and cancel

Confirmed orders reserve stock in the warehouse. Canceling requires a reason.

03

### Delivery notes with stock issue

Deliver an order in full or in parts. Each delivery note issues the goods from the selected warehouse.

04

### Credit limit per customer

If a new order exceeds the customer's limit, XOS rejects it with a notice.

05

### 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.

06

### Job costing and links

Book hours to the order and compare material and hours with the quoted price. You also see linked documents.

Sample process

### From quote to delivery.

An example of how an order runs through XOS.

Convert the quote into an order

The credit limit is checked, confirm the order

Stock is reserved

Create a delivery note, the warehouse issues the stock

Job costing: book hours, check the margin

In chat, too: the Chat Agent can read and create orders. XOS classifies write actions in Sales Orders as critical.

## Related modules.

[CustomersOne customer record shared by all ERP documents.](https://xos.prozessx.com/en/modules/customers/)[WarehouseStock, storage locations and movements, always up to date.](https://xos.prozessx.com/en/modules/warehouse/)[Product CatalogAll products and prices in one place.](https://xos.prozessx.com/en/modules/product-catalog/)[Document GeneratorBuild, send and track quotes and invoices.](https://xos.prozessx.com/en/modules/document-generator/)[ProductionProduction orders with bill of materials, requirements and feedback.](https://xos.prozessx.com/en/modules/production/)

## 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 demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)