Why is it important to create a Customer Sales Order in the system?

Why is it important to create a Customer Sales Order in the system?

Creating a Customer SO is critical for:

  • Formalizing the customer request — ensuring clarity across departments

  • Enabling inventory checks and stock reservations

  • Initiating production or picking workflows for make-to-order or stock-based dispatch

  • Tracking delivery timelines and customer commitments

  • Linking the order to invoicing and financial records



Without a system-logged sales order, it becomes difficult to coordinate internal teams, track customer status, or plan inventory effectively.

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