All Orders

Use Sales > Orders > All Orders as the daily control center for sales orders and quotes. It answers three questions at a glance: what still has to ship, what still has to be paid, and what needs a decision before it can move. The Drafts & Quotes leaf under Orders opens the same screen on its Drafts & Quotes tab. You can also open an order from the command palette (search by order number), or from any order link on an account, invoice, payment, shipment, or report. This article covers the list. The order page itself, from editing lines and holds to payments, packing, and corrections, is covered in the related articles at the end.

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Before You Start

• You need View Orders to open the page and an order.
• Create Quote and Create Sales Order need Create Orders.
• Bulk Archive needs Edit Orders; bulk Cancel needs Cancel Orders.
• The Margin % card appears only for roles with View Order Margin.
• Invoicing an order from its detail page needs Create Orders; billing it before anything has shipped also needs Bill Ahead of Shipment.
• The list follows your current location. When your location has no orders in the list but other locations do, the page says so and offers Switch to All Locations.

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Find Orders

1. Go to Sales > Orders > All Orders.
2. Pick a tab to choose a working queue. Each tab shows its count.
3. Search by order number, customer, or other visible order details.
4. Narrow the list with the filters: Order date, Payment, Fulfillment, Channel, Account, Rep, Delivery (Ship, Pick Up, Will Call, or Freight), Order total range, Tracking (Has tracking), and On hold.
5. Click an order to open its detail page.

The link in your address bar keeps the tab, filters, and page, so a teammate who opens it sees the same list.

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The Tabs

An Attention tab appears only when orders need a decision: orders on hold, blocked by credit, waiting for approval, owed a refund, or not fitting any other tab. It is hidden when its count is zero.

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The Summary Cards

• Orders and Revenue: booked business only. Quotes, returns, drafts, cancelled, and archived orders are excluded. Hover the card to see the revenue basis.
• Avg order value: revenue divided by booked orders.
• Margin %: order-time margin. When some lines have no cost, the card says how many lines were excluded instead of treating a missing cost as zero.
• Needs fulfillment: click it to open that tab.
• Outstanding: open receivables only, meaning posted invoices and invoiced sales orders with a balance due. Drafts, quotes, returns, voided invoices, and fully refunded documents are excluded.
• Overdue terms: the past-due part of Outstanding. Click it to open the Overdue tab. A draft is never overdue because it is not yet a receivable.

Use the manage menu on the card strip to hide or show cards.

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Columns and Export

The default columns are Order #, Status, Date, Account, Tags, Channel, Total, Delivery, Payment, Fulfillment, Items, and Packages. Add Row #, PO #, Invoice #, Balance Due, Due Date, or External # from the Columns menu, and save the view. The Fulfillment column can show No Shipping Label when an order is ready but has no label yet.

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Create a Quote or Order

Click Create Quote or Create Sales Order. Both buttons are disabled with a tooltip when your role cannot create orders. Follow Creating Orders for the full walkthrough.

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Bulk Actions

Select orders in the table to act on several at once:

• Export CSV: downloads the selected orders. Needs View Orders.
• Archive: takes the orders out of daily work while keeping them for history. Needs Edit Orders.
• Cancel: cancels each order through the normal cancel checks, so an order that cannot be cancelled is reported and left as it is. Needs Cancel Orders.

A bulk action you are not allowed to run stays visible but disabled, with the permission it needs.

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Order Statuses

Every order shows three separate states. Read all three before you change anything.

• Order status: Draft, Open, Processing, Fulfilled, Cancelled, or Archived; an order paid by bank debit can wait in an awaiting ACH clearance status, and a quote that lapses shows Expired. Confirming a draft makes it Open; cancelling or archiving takes it out of daily work.
• Payment: Unpaid, Partial, Processing, Paid, Overpaid, Terms, Overdue, Refunded, or Partially Refunded. Recording a payment, applying credit, or refunding moves it. When an order is billed on separate shipment invoices, paying or voiding payment on one of them updates the order’s amount owed and payment status together. Cancelled and zero-value orders keep their own status.
• Fulfillment: Unfulfilled, Partial, Backordered, Awaiting Pickup, or Fulfilled, as packages ship or are picked up.

See Order Lifecycle and Safe Changes for what each stage allows.

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Invoice an Order From Its Detail Page

Open the order and use the Invoice card.

• Invoice Shipped Items bills everything that has shipped on one invoice. Backordered items stay on the order and are invoiced when they ship. If nothing is left to bill, the dialog says so: everything that has shipped is already invoiced, or nothing has shipped yet. When it succeeds you see that the invoice was created for the shipped items.
• Create Invoice on an order with nothing shipped opens Bill before anything has shipped. It shows the Units not yet shipped and the Value of goods still in the warehouse, and asks for a reason of at least 10 characters. Bill ahead of shipment then bills the customer now.

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What Happens Behind the Scenes

• Revenue and cost of sale are recorded in the general ledger when goods ship; posting an invoice adds it to receivables.
• Customer deposits: when an order completes, its deposit is applied against what the order still owes, so a deposit and an invoice balance are not both left open.
• Refund after a void: a refund issued after an invoice void is treated as cash going out. It does not reverse the sale and tax a second time, and it does not mark a live order as settled.
• Shopify orders: if a Shopify payment capture has no matching entry in your books, Arcus records the missing entry instead of treating a resync as complete.
• Margin: recalculating a fulfilled line’s margin keeps the line’s discount applied, so margin is not overstated.
• Emails and audit: order emails go to the customer from your company email, and every change is recorded in the order’s history. Other users see changes without refreshing.

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Common Blocks

• An order is missing from the list: check the tab, the filters, and your current location.
• Create buttons are disabled: your role does not include Create Orders.
• Bulk Cancel skipped an order: that order failed its own cancel checks. Open it to see why, and see Order Exceptions.
• Create Invoice is disabled on an unshipped order: you need Bill Ahead of Shipment, or ship the order first.
• Bill ahead of shipment stays disabled: type a reason of at least 10 characters.

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