> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
> Use this file to discover all available pages before exploring further.
# All Orders
> Use All Orders to find sales orders and quotes, work fulfillment and payment queues, run bulk actions, and open an order to invoice, collect, or correct it.
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.
## 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**.
## 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.
## The Tabs
| Tab | What it holds |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| All | Every order and quote you can see. |
| Open | Orders that still need fulfillment, or that owe money and are not current on terms. |
| Needs fulfillment | Open orders with items that have not shipped. Chips inside the tab split it into **Ready to pack**, **Packed, awaiting ship**, **Blocked**, **Status mismatch**, and **Data review, migrated**. |
| Ready to Pack | Orders cleared to pack and label now, with at least one item to pack. |
| Ready to Fulfill | Packed and labeled orders waiting for someone to mark them shipped, plus pickup orders waiting at the counter. |
| Needs payment | Orders with a balance due that are not current on payment terms. |
| Terms open | Orders on payment terms with a balance that is not yet past due. |
| Overdue | Orders with a balance that is past due. |
| Drafts & Quotes | Drafts still being built and quotes not yet converted. |
| Done | Sales orders that are fulfilled and settled. |
| Cancelled & Archived | Orders taken out of daily work, kept for history. |
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.
## 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.
## 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.
## 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](/support/orders/creating-orders) for the
full walkthrough.
## 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.
## 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](/support/orders/order-lifecycle) for what each stage allows.
## 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.
**Billing ahead of shipment**
The customer is billed now, but no revenue and no cost of sale are recorded until the goods
ship. Until then the invoice sits in receivables with nothing behind it in the ledger, and it
clears itself when the order ships. Your reason is recorded against the order with your name and
shows on the billed-not-shipped report. Without **Bill Ahead of Shipment** the button stays
disabled with the reason: billing before anything ships needs that permission, so ship the order
first or ask an administrator.
## 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.
## 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](/support/orders/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.
## Related Articles
Build a sales order, add customers, set addresses, and add products.
What each order stage allows before you edit, cancel, or correct.
Record cash, card, ACH, check, wire, external, terms, or credit payments.
Credit holds, cancellations, and other exceptions.
Sales > Invoices > All Invoices: send, collect, correct, and void invoices.
Sales > Accounts > Customers: customer defaults, terms, and credit.