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Sell the stock.
Deliver the promise.

Manage sales orders, reservations, deliveries, and customer returns. Follow the operational work behind a fulfilled customer order.

Talk to us Follow one order

Sales order

SO 1041

Customer
Larkspur Hardware
Expected delivery
Oct 23, 2026
Delivery method
Local delivery
Total
$1,717.00
  1. Draft
  2. Confirmed
  3. Partially delivered
  4. Delivered

Order lines3 items · Oct 19, 2026

Ordered

94

On the sales order

SO 1041

Reserved

8

Held for shipping

DL 2052 · Backorder open

Delivered

86

Left the warehouse

DL 2051 · Delivered

Returned

4

Back in stock

RET 301 · Completed

  • Cedar fence post, 6 ft$11.50 each

    40

    0

    40

    4

  • Galvanized hinge set$18.00 each

    24

    8

    16

    0

  • Deck screws, 5 lb box$27.50 each

    30

    0

    30

    0

Reserved is what is still held for shipping: ordered less delivered.

Illustrative sample records. Not a live workspace.

Where the sale meets the shelf.

Sales is part of the inventory capability, connecting customer demand to stock reservations and physical delivery.

The sale is the start of the handoff.

Open ordersAwaiting delivery
2
Draft ordersNot confirmed yet
1
Pending deliveriesDrafted or ready in the warehouse
2
Customer returnsReverse a delivery back into stock
1

The fulfillment flow.

Three records run side by side, and stock moves with them. Filled stops are where the sample order is today.

  1. 01Sales Orders

    Sales orders

    Create the customer’s stock order and follow its state through the sales workflow.

    SO 1041 · Partially delivered

    1. Draft
    2. Confirmed Stock reserved
    3. Partially delivered
    4. Delivered

    Deliver

  2. 02Deliveries

    Reservations and deliveries

    Keep reserved quantities connected to the deliveries that fulfill the order.

    DL 2051 · DeliveredDL 2052 · Backorder open

    1. Ready
    2. Picked
    3. Packed
    4. Shipped Stock moves posted
    5. Delivered

    New customer return

  3. 03Customer Returns

    Returns and operational reporting

    Review customer returns and the order and delivery breakdowns in the Sales area.

    RET 301 · Completed

    1. Draft
    2. Completed Stock put back

In practice, the work is three steps.

  1. Create the sales order

    Choose the customer and stock they are purchasing.

  2. Prepare and deliver

    Follow reserved stock into the delivery workflow.

  3. Review fulfillment

    Inspect delivered quantities, remaining work, and any customer returns.

Make sales yours.

  1. Quote follow up

    A workflow creates a task after a quotation is sent so nobody waits on silence.

  2. Order created alert

    Tell the warehouse the moment a sales order is created.

  3. Sales pipeline your way

    Rename and recolor opportunity stages in Studio.

Controls around sales

  • Workflows and automations

    Start a workflow when a quotation is sent or accepted, or a sales order is created. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change sales, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your sales in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When sales needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your sales, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Next to sales.