> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usebuddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Order Processing

> Creating and managing sales orders

The Sales Orders section is your central hub for processing customer orders, from creation through fulfillment.

## Viewing Orders

Navigate to **Sales Orders** in the sidebar. You have two view options:

<CardGroup cols={2}>
  <Card title="Table View" icon="table">
    Traditional list format, best for searching, filtering, and bulk operations
  </Card>

  <Card title="Kanban View" icon="columns">
    Visual board with columns for each status, best for seeing your pipeline
  </Card>
</CardGroup>

Toggle between views using the switch in the top right.

## Creating an Order

<Steps>
  <Step title="Click New Order">
    Click **New Order** in the top right
  </Step>

  <Step title="Select Customer">
    Search for and select the customer. Their pricing tier applies automatically.
  </Step>

  <Step title="Choose Shipping Location">
    Select which of the customer's locations to ship to
  </Step>

  <Step title="Add Products">
    Search for products and enter quantities. Prices calculate based on the customer's tier.
  </Step>

  <Step title="Review & Save">
    Review the order total and click **Save**
  </Step>
</Steps>

## Order Statuses

| Status         | Meaning                                   |
| -------------- | ----------------------------------------- |
| **Draft**      | Order is being created, not yet confirmed |
| **Confirmed**  | Order is finalized and ready to process   |
| **Processing** | Order is being picked and packed          |
| **Shipped**    | Order has been dispatched to carrier      |
| **Delivered**  | Order has reached the customer            |
| **Cancelled**  | Order was cancelled                       |

### Changing Status

1. **Single order**: Open the order and select new status from dropdown
2. **Kanban view**: Drag order card to a different column
3. **Bulk update**: Select multiple orders and use **Update Status** action

## Order Fields

| Field          | Description                       |
| -------------- | --------------------------------- |
| **PO Number**  | Customer's purchase order number  |
| **Order Date** | Date the order was placed         |
| **Customer**   | Customer account                  |
| **Ship To**    | Delivery location                 |
| **Status**     | Current order status              |
| **Total**      | Order total amount                |
| **Notes**      | Internal or customer-facing notes |

## Processing POs via Email

You can create orders automatically by forwarding purchase orders to Buddy.

<Steps>
  <Step title="Get Your Email Address">
    Find your unique forwarding email in **Settings → Integrations → Email**
  </Step>

  <Step title="Forward PO">
    Forward the purchase order email (with PDF, Excel, or CSV attachment)
  </Step>

  <Step title="Review Draft">
    The order appears in your queue as a draft for review
  </Step>

  <Step title="Approve">
    Verify the details and approve the order
  </Step>
</Steps>

[Learn more about email forwarding →](/integrations/email-forwarding)

## How Buddy Matches For You

When you forward a purchase order or create an order, Buddy automatically does the heavy lifting:

### Customer Matching

Buddy looks at the PO and tries to find the right customer in your system by comparing:

* Company name
* Email address
* Phone number
* Billing address

**What you'll see:**

* **Confident match**: The customer is selected automatically
* **Possible match**: Buddy suggests a customer but asks you to confirm
* **No match**: You'll be asked to select or create the customer

### Product Matching

For each line item on the PO, Buddy finds the matching product by comparing:

* SKU or item number
* Product name
* Description

**What you'll see:**

* **Matched**: Product found and added to the order
* **Possible match**: Buddy suggests a product for you to confirm
* **Unmatched**: The item needs manual selection

### Automatic Assignments

Once a customer is matched, Buddy automatically applies:

| Setting              | How It's Applied                                         |
| -------------------- | -------------------------------------------------------- |
| **Price Tier**       | Customer's assigned tier determines all product pricing  |
| **Stock Location**   | Customer's default warehouse is selected for fulfillment |
| **Shipping Address** | Customer's saved locations are available to select       |
| **Payment Terms**    | Customer's terms are applied to the order                |

<Tip>
  The better your customer and product data, the more accurate automatic matching becomes. Keep SKUs consistent and customer information up to date.
</Tip>

### When Review Is Needed

Items that can't be matched confidently appear in [Data Reviews](/features/data-reviews). You'll see reviews when:

* A customer name is similar but not exact
* A product SKU doesn't exist in your catalog
* Pricing seems unusual compared to history
* Required information is missing

## Editing Orders

Click any order to edit:

* Add or remove products
* Change quantities
* Update shipping location
* Modify notes

Changes save automatically.

<Warning>
  Orders with invoices may have limited editing to maintain accounting accuracy.
</Warning>

## Creating Invoices

To create a QuickBooks invoice from an order:

1. Select one or more orders
2. Click **Create Invoice** in the actions
3. The invoice is created in both Buddy and QuickBooks

## Bulk Actions

Select multiple orders to:

* **Update Status**: Change status for all selected
* **Create Invoices**: Generate invoices for all selected
* **Export**: Download as CSV

## Filtering Orders

Use filters to find specific orders:

* **Status**: Filter by order status
* **Customer**: Filter by customer account
* **Date Range**: Filter by order date
* **Channel**: Filter by order source (manual, email, Shopify, etc.)

## Order History

Every order maintains a complete history:

* Status changes with timestamps
* Who made each change
* Original vs. modified values

View history in the order's Activity tab.