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Training: Releasing a Sales Order (DRAFT to RELEASED)

Releasing a Sales Order is the hand-off from Sales to Production. Keep the order in DRAFT while reviewing details, then move it to RELEASED when it is ready to produce.

Before you release

  • Add at least one Sales Order line item.
  • Complete required Sales Order fields and tags.
  • Confirm the line items, quantities, and requested dates.

Release the order

  1. Open the Sales Order.
  2. Select Update Status.
  3. Select Released.

When the update succeeds, Velosity creates Production Orders for eligible line items that do not already have one and sends them to scheduling.

Add a line after release

If a new configured line must be added after the order was released:

  1. Move the SO from RELEASED to DRAFT.
  2. Add the configured line item from the Sales Quote/Smart Quote flow.
  3. Review the change and move the SO back to RELEASED.

The second release preserves existing Production Orders and creates one only for the newly eligible line item.

For the full lifecycle, including holds and shipment, see Sales Order Status.