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Enter orders faster
Reduce errors
Accurate data you can trust
Connected workflows
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How it works
From Sales Order creation to Purchase Order Queue in minutes.
Sales Order follows the same path every time, so your team works the same way on every job.
1
Create
Open a new order and set the order number, date and contacts.
2
Add line items
Pull products from the Supplier Index with live pricing, then add markup and decoration.
3
Submit or draft
Review the Order Summary, then save a draft or submit the order.
4
Fulfill
Route each line to the customer or a warehouse and process fulfillment.
5
Queue to PO
The order lands in the Purchase Order Queue, ready for the supplier or decorator.
The order list
See every sales order, and act on it without leaving the page.
The Sales Order Summary brings all of your orders into one list. Open any order to review its details and parts, set a custom status, and send each line to fulfillment.
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Create, Edit, Delete and Add Note from the actions menu on any order.
Custom statuses ship with Pending, Paid and Shipped, and you can create your own.
Expand any row to view Order Details and the parts inside, each with its own fulfillment action.
Download a Sales Order PDF or a Work Order PDF straight from the list.
The order builder
Build a complete order with the right data behind every field.
Open a new order and the form guides you through everything the order needs, from contacts and addresses to line items, pricing, tax and notes.
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Line items from the Supplier Index, with live supplier pricing, plus your own markup on top.
Decoration routing on every item, so you choose who decorates the goods.
Shipping, tax and payment terms with a fixed amount or a percentage based tax rate.
Internal Notes, Customer Notes and Attachments keep the full context on the order.
Save as a draft or submit, then reopen and edit any time.
Fulfillment
Turn a confirmed order into a Purchase Order in one click.
When an order is ready, click the fulfillment action on a line item, choose the routing, and process it. The item moves into the Purchase Order Queue for the supplier or the decorator.
Two routing choices, To Customer or To Warehouse, on every fulfillment.
A live fulfillment status indicator on every order and every part.
Processed items land in the Purchase Order Queue, ready for transmission.
The handoff carries product, decoration and address data, so nothing is entered twice.
Pricing
One package to start, with the Supplier Index included.
Sales Order is offered today bundled with the Supplier Index, so your line items arrive with authenticated product data and live pricing from the moment you start.
Sales Order + Supplier Index
Everything you need to create, manage and fulfill orders, with live supplier data behind every line item.
Unlimited sales orders with Create, Edit and Delete
Supplier Index with more than 150 suppliers, EQP pricing support and live inventory
Markup pricing, shipping, tax and payment terms per order
No credit card required • 30 day free trial • Cancel any time
Part of PromoLink One
Connected to the rest of your workflow.
Sales Order does not stand alone. Orders flow in from your sales channels, products are validated against governed data, and fulfillment continues into purchasing.
Sales Order is the manual order entry and order management app inside PromoLink Core. You create an order, configure line items with live Supplier Index data, save it as a draft or submit it, then send each item to fulfillment so it becomes a Purchase Order in the Queue.
Line items are selected from the Supplier Index, so pricing arrives directly from the supplier. You can add your own markup on top of the blank cost before the order is submitted, or simply enter pricing manually.
Each line item has a Fulfillment action. You choose whether the order routes to the customer address or to a warehouse, then click Process Fulfillment. The item moves into the Purchase Order Queue, ready to become a compliant Purchase Order for the supplier or decorator. Purchase Order is a separate, optional module, so it is not included by default; if you need it, you can add it to your subscription anytime.
Yes. Sales Order ships with Pending, Paid and Shipped, and you can create additional custom statuses that match the way your team tracks work.
From the actions menu you can download two PDF documents. The Sales Order PDF captures the full order, and the Work Order PDF is a production ready proof sheet with artwork, decoration locations, decoration methods and signature lines for approval.
Sales Order is offered today in one package bundled with the Supplier Index, which gives you authenticated product data and live pricing from more than 150 suppliers. Other modules can be added to your subscription whenever your workflow needs them.
Yes. Sales Order can connect to the optional PO workflow, so once an order is created, your team can use the order details to continue into purchasing and related operational steps.
Yes. Supplier Index helps bring supplier product data, pricing, images, and decoration-related details into the order entry process, so your team can create sales orders faster and with fewer manual errors.
Yes. Supplier Index assists with data entry, but your team can review and adjust product, pricing, decoration, and order details before moving the order forward.
No. PromoLink Sales Order is designed to help create and manage sales orders inside PromoLink. Your ERP or accounting system can remain your system of record, and PromoLink can integrate with third-party platforms to push sales order data when needed.
After a Sales Order is created, it can move into the SO Pipeline and connect to related workflows such as purchase orders, fulfillment steps, documents, and other PromoLink modules.
Yes. Sales Order is built for promo workflows where orders may include multiple suppliers, supplier products, decoration details, pricing, quantities, and fulfillment-related information.
Start managing your orders the connected way.
Create your first sales order today and see how quickly your orders come together.
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