Close sales order

Article • 4/27/2026 • 2 min read

Close a sales order when its last item ships.

To close a sales order

  1. Select the sales order

  2. On the toolbar, click Status.

    The Sales Order Change Status (SOCHNG) window appears. The Change Date, Changed By, Contact, Amount Invoiced, Order Total, History, and Reason fields are auto-populated.

    By default, the Use History checkbox is selected. The History textbox is displayed only when the Use History checkbox is selected.

Note: The Change Date and Changed By fields are read-only.

  1. In the Status dropdown at the top-right side of the window, select Closed.

  2. To print the sales order, select the Print Order Acknowledgment checkbox.

  3. In the Reason field, if required, enter the reason the SO is being closed.

  4. Click OK to confirm the changes.

    One of the following actions takes place:

    • If any credit card generated prepayment exists for the SO and if the SO has not been invoiced or does not have a shipper created for it, the message Cannot close. Credit Card generated prepayment exists. Void the prepayment to proceed. is displayed. Click Close to close the message window and the Sales Order Change Status (SOCHNG) window. The status of the SO remains unchanged.

    • If any credit card pre-authorization token exists for the SO and has not expired and if the SO has not been invoiced or has a shipper created for it, the pre-authorization token is voided through the payment gateway. The status of the SO is set to Closed.

    • If any shipper exists for any of the SO line items, the message Shipper exist for Line Item(s). Do you wish to proceed? is displayed. Click Proceed to change the status of the SO. Click Cancel to abandon the status change. If you had clicked Proceed, the status of the items and the status of the SO is set to Closed.

    • If no shipper exists for the SO line items and if no credit card prepayment exists for the SO, the status of the items and the SO is set to Closed.

    • If any credit card transaction exists for the SO, but the SO has been invoiced or has an associated shipper, the status of the items and the SO is set to Closed.

    If you had selected the Print Order Acknowledgment check box and if the SO was closed, the sales order is printed by the default printer.

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