Help · Quotes, products and orders
Orders: fulfil, cancel and track
An order is what a quote becomes once it is accepted. Tracking it through fulfilment is how the commercial agreement stays connected to the work and the invoice.
Updated August 2026
The order is the hinge between selling and delivering. It records what was actually agreed and carries that forward into invoicing and delivery, so nothing is retyped at the handover.
Who this is for
Anyone handling what happens after a deal is won — sales ops, delivery, finance.
Before you start
- Permission to read and update orders.
- An accepted quote, or an order created directly.
The order is the handover point
Everything downstream reads from the order — the invoice, and the delivery project whose budget is seeded from it. Getting the order right matters more than getting the quote pretty, because the order is what the rest of the business acts on.
Work an order
- Let acceptance create it
An accepted quote converts to an order automatically, carrying the agreed lines and totals rather than needing re-entry. - Check the lines before acting on it
This is the last cheap moment to catch a wrong quantity or a missing item, before an invoice and a project are built on it. - Fulfil it
Mark fulfilment as the work or the shipment actually happens, so the record reflects reality rather than intent. - Raise the invoice
An invoice can be raised from the order, which is what keeps billing tied to what was actually agreed. - Cancel when something falls through
Cancelling records that the order did not proceed. Deleting it instead loses the fact that it existed, which is usually what you needed to know later.
What you get
- A clean handover from sale to delivery with nothing retyped.
- Invoicing tied to what was actually agreed.
- A fulfilment state that reflects reality.
- A record of cancelled orders rather than a gap.
Frequently asked questions
Do I have to create orders manually?
Not usually. An accepted quote converts to one automatically, carrying the agreed lines across.
Should I cancel or delete an order that fell through?
Cancel. It keeps the fact that the order existed, which is exactly what you want when someone asks about it later.
How does an order become a project?
A won order can be turned into a delivery project in one step, with the budget seeded from the order.
Can I change an order after it is created?
Check it carefully before invoicing or delivery build on it — the order is what those downstream steps read from.
Related articles
E-signature on a quote
Customers accept a quote by typing their name on a no-login page. The signature captures who, from where and exactly when, and locks the version they signed.
Read articleInvoice from an order
Turn a confirmed order into an invoice in one step. KudosCRM assigns an INV-YYYY-NNNN number, freezes a snapshot of the order's lines and totals, and links the invoice back to the deal — so billing matches what the customer agreed to.
Read articleTurn a won order into a delivery project
When a deal closes and the order lands, spin up a delivery project in one click — or fire it from a workflow. The project links back to the deal and company, seeds its budget from the order total, and gives your team a board to deliver on.
Read articleHave an account issue this guide doesn't cover?
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