Sales Orders are shipments that are fulfilled by you, either to an individual or to a wholesale buyer.
Tracking sales orders
From the Sales Orders page, you can view key details for each order, including:
Date and time the order was placed
Sales channel
Payment status
Fulfillment status
Order total
Payment statuses
There are nine possible payment statuses for a Sales Order:
Created – The order has been created, but no payment has been recorded.
Pending – The payment is in progress but hasn’t been confirmed yet.
Partially Paid – A portion of the payment has been made.
Paid – The order has been paid in full.
Due – Payment is expected but hasn’t yet been received.
Payment Captured – The payment has been successfully processed and completed.
Refunded – The full amount of the order has been refunded.
Partially Refunded – A portion of the order amount has been refunded.
Voided – The order was canceled and no payment will be processed.
Fulfillment statuses
Sales Orders can have one of the following fulfillment statuses:
Created – The order has been entered into the system but not yet processed.
Unfulfilled – The order has not yet been shipped.
Scheduled – The order is scheduled for fulfillment.
Partially Fulfilled – Some items in the order have been shipped.
Fulfilled – All items in the order have been shipped.
Shipped – The order has been sent to the customer.
On Hold – Fulfillment is temporarily paused (e.g., due to inventory issues).
Margins & profitability on sales orders
View COGS, margins, and profitability directly within each Sales Order.
Weighted Average Cost (WAC) or Batch-based landed cost, based on your subscription tier
Total COGS per SKU
Gross margin ($ and %)
Profitability across all items in the order
Note:
Margin calculations use Weighted Average Cost (WAC).
Sales Orders without cost data will not display a margin view.
This visibility allows you to see how your actual costs affect the profitability of each sale.
FAQs
How do sales orders impact reporting?
Sales Orders determine units sold, which are used to calculate COGS and margins.
Do sales orders decrease inventory levels in Settle?
Sales Orders do not adjust or track inventory quantities within Settle.
How can I search my sales orders?
Please reach out to your customer success rep to get you setup with a custom report to easily navigate and search your sales reports.