# Closing a Customer Sales Order

Sales orders can be closed for several reasons. They may be closed directly from the Edit SO screen by selecting the close button. Closed SOs will not affect the inventory levels or appear in any inventory stock level calculations. SOs may also be closed by PhreeBooks if all the items have been shipped through the Sales/invoice screen. Closing a sales order will remove all remaining 'quantity on sales order' quantities from inventory identified in the sales order being closed that have not been shipped.

1. From the Customers Menu, select Sales Orders. The Sales Order form will load.
2. Press the Open button and a popup will appear listing the sales orders for the current period. Select the sales order to be closed and the sales order form will be filled in.
   NOTE: Use the period pull down and search box to facilitate locating the desired sales order.
3. Check the Close selection box.
4. Press the Save button.

When a sales order is closed, the quantity on sales order values are readjusted. This action will not affect the income statement or balance sheet since a sales order represents an allocation of inventory and not an actual sales (monetary transaction).

### Related Topics

#### Sales Orders

Entering a sales order
Editing a sales order
Deleting a sales order
Checking sales order status (Sales Order Manager)