This is a step-by-step walkthrough of the Sales Orders module in TechnoPKG ERP, tested live on the DP Sound Systems portal at technopkg.com/erp/sales-orders.
The Sales Orders List
Navigate to ERP → Sales Orders in the top navigation. The list page opens showing all orders with a summary line at the top.
Live portal data (tested 2026-07-05):
- 504 orders matching filters
- Total value: $325,690
- + New Sales Order button — top right, amber
The search and filter bar lets you narrow by Order ID, Customer name, Market, Status, and date range.
Grid columns shown:
| Column | What it shows |
|---|
| ORDER ID | Amber clickable link (e.g. SO-2026-0620-0504) |
| CUSTOMER | Customer name |
| MARKET | Geographic market (Africa, APAC, or blank) |
| DATE | Order creation date |
| NEED DATE | Customer required delivery date |
| ITEM | Product ordered |
| QTY | Quantity |
| TOTAL | Order value |
| VERIDEX | Decision score — colour coded green/amber/red |
| STATUS | Draft / Booked / Planned / Shipped / Closed |
| LATE RISK | ✓ green tick or ⚠️ amber warning |
| Order ID | Customer | Item | Total | VERIDEX | Status |
|---|
| SO-2026-0620-0504 | SoundWave Retail Ltd | SmartBar Pro 500 | $2,697 | 78 | Draft |
| SO-2025-0338 | AudioTech Distributors | Amplifier Board AMP-5 | $340 | 57 | Draft ⚠️ |
| SO-2025-0081 | ProAudio Systems | HomeTheatre HT-700 | $1,499 | 77 | Planned |
| SO-2025-0077 | EliteSound APAC | SubWoofer WRL-400 | $549 | 88 | Booked |
| SO-2025-0357 | EliteSound APAC | SubWoofer WRL-400 | $549 | 56 | Closed ⚠️ |
ℹ️ VERIDEX scores are colour coded: green (≥80) = high confidence, amber (50–79) = review required, red (<50) = human approval required.
Step 1 — Create a New Sales Order
Click + New Sales Order. The form opens at erp/sales-orders/new.
Form fields (tested live):
- Customer \* — dropdown selector
- Item \* — dropdown showing price and name (e.g.
$899 — SmartBar Pro 500) - Quantity \* — numeric entry
- Need Date \* — date picker
ERP Rules notice shown on the form: 📌 *"Creating a sales order generates demand in the planning engine. VERIDEX Score is calculated across 10 dimensions including customer priority, inventory availability, BOM completeness, and supplier reliability. Score ≥85 = Release Now. Score <50 = Human Approval Required."*
Test order entered:
Customer: Mary Sound Systems Item: SmartBar Pro 500 ($899) Quantity: 5 Need Date: 08/15/2026
Click Create Sales Order + Calculate VERIDEX.
Step 2 — Sales Order Created with VERIDEX Score
✅ SO-2026-0705-0505 created. VERIDEX Score: 82 — Review / Partial Release
The portal immediately redirects to the SO detail page showing:
Order header:
- SO Number: SO-2026-0705-0505
- Customer: Mary Sound Systems
- Created: 2026-07-05
- Need by: 2026-08-15
- Status: Draft
- Buttons: Run Planning | View VERIDEX
Order Lines:
| Item | QTY | Price | Total | Status |
|---|
| SmartBar Pro 500 | 5 | $899.00 | $4,495.00 | Draft |
| Order Total | $4,495.00 |
Step 3 — VERIDEX Decision Score
The VERIDEX panel appears immediately on SO creation — no separate action needed. For SO-2026-0705-0505:
Overall Score: 76/100 — "Review / Partial Release" *"Review before release"*
10-dimension breakdown (live scored):
| Dimension | Score | Meaning |
|---|
| Demand | 65 | Moderate demand signal |
| Supply | 88 | Strong supply availability |
| Inventory | 70 | Adequate stock |
| BOM | 98 | Bill of Materials complete |
| Capacity | 67 | Some capacity constraint |
| Supplier | 67 | Supplier reliability moderate |
| Customer | 84 | Good customer history |
| Financial | 62 | Financial risk present |
| Compliance | 90 | Fully compliant |
| Confidence | 76 | Overall confidence |
⚠️ Score of 76 = Review / Partial Release. The order can proceed but requires planner review before full release to production. Score ≥85 would auto-release. Score <50 requires human approval before any action.
Step 4 — Run Planning from a Sales Order
Click Run Planning on the SO detail page. The portal runs MRP and redirects to the Planning & MRP page with a result popup:
✅ MRP completed — 23 planned orders generated, 7 exceptions found
The planning engine has consumed the new SO as demand and recalculated the full supply picture. The Sales Order is now part of the live demand plan.
Sales Order Status Flow
Every SO moves through these statuses — the system enforces which transitions are allowed:
| Status | Meaning | Editable | Deletable |
|---|
| Draft | Created, not confirmed | ✅ Yes | ✅ Yes |
| Booked | Confirmed with customer | Partial | ❌ No |
| Planned | Linked to production plan | Limited | ❌ No |
| On Hold | Paused | ✅ Yes | ❌ No |
| Shipped | Dispatched | ❌ No | ❌ No |
| Closed | Complete | ❌ No | ❌ No |
| Cancelled | Voided | ❌ No | ❌ No |
ℹ️ Once an SO is Booked, the customer and item fields lock. Once Planned, quantity also locks — because MRP has consumed it in the supply calculation.
*Post 1 of 5 — TechnoPKG ERP Tutorial Series. All data tested live on technopkg.com, 2026-07-05.*
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