Confirm or Approve a Sales Order

Without an approval workflow

1. Open the order's Details page and click Confirm (or confirm directly on create).
2. Biznsbook runs planning checks — stock, credit, and so on — then reserves the ordered quantity per line, including specific serials for serial-tracked items.
3. Status becomes Confirmed.

With an approval workflow

Where your Company Administrator has configured one:

1. Click Submit on a draft order — planning validation runs at this point too.
2. Approvers with Approve sales orders access approve each configured stage in turn.
3. On final approval, the order becomes Confirmed and stock is reserved.
4. Details shows the approval history and the current pending stage.

If Submit or Approve is missing, either no workflow is configured (use Confirm instead), the order isn't in the right status, or you don't have access for the current stage.

When planning blocks a confirm

Depending on how your administrator configured planning rules, stock availability, credit limit, or price floor can be a hard block rather than just a warning. Review the line hints and the header credit alert — an administrator can adjust which rules block versus warn under Sales orders → Workflow.

Duplicate and cancel

• Duplicate copies an existing order as a new draft.
• Cancel needs a reason and releases any reservations. Fulfilled orders can't be cancelled.

Next step

Deliver goods from a sales order

Ship what's been confirmed, in one shipment or several.