Open a sales order

Article • 4/27/2026 • 1 min read

In Made2Manage, you must change the status of a sales order that is in the Started, On Hold, or Awaiting Approval status to Open before you can work with it. A sales order is usually in the Open status until all its items are shipped.

When a credit card immediate sale or pre-authorization transaction is processed for a sales order, the status of the sales order is automatically set toOpen.

To open a sales order

You cannot change the sales order status for an inactive customer. The error message “Cannot Change Status. Customer is INACTIVE.” is displayed.

  1. Select the sales order.

  2. On the Toolbar, click Status.

    The Sales Order Change Status (SOCHNG) window appears.

  3. In the Reason field, type any notes, if required.

  4. From the status drop-down at the top-right side of the window, select Open. See, “Submit a Quotation or Sales Order for approval” on page 135

  5. To print the sales order, select the Print Order Acknowledgment check box.

  6. Click OK.

​