Track order deadlines and fulfilment status — and what the calendar actually plots

This is the single most misread screen in the Sales app. The calendar's date is the order's next activity deadline. It is not the delivery date, not the order date, and not the expected date. An order sitting on the 23rd is an order somebody has to do something about on the 23rd.

Three consequences follow, and all three surprise people:

• An order with no scheduled activity does not appear at all. A month showing seven chips out of thirteen confirmed orders is not a filtered view — it is six orders nobody has planned anything on.
• The calendar cannot create. There is no New button and clicking an empty day does nothing. You cannot drag a chip to reschedule a delivery, because the date underneath it is an activity's deadline.
• Rescheduling here reschedules an activity, not a promise to a customer. Moving a delivery promise means editing Delivery Date on the order.

The controls are the arrows and Today at the top left, a period picker that the view opens on Month, and a side panel — on the right in English, mirrored to the left in Arabic — that carries a mini month picker and two filter groups, Status and Customer. Chips are coloured by status, which is why they are all one colour while the Sales Orders chip is applied. Each chip shows the order number; hovering opens a card with the customer, the total and the payment terms.

The activity view is the same information as the calendar, transposed. Orders run down the side, one row each; activity types run across the top — To-Do, Email, Call, Meeting and Document on a standard tenant. Each cell holds the scheduled activity of that type on that order, with its summary, its due date and the avatar of whoever owns it.

Cells are colour-coded by urgency: green is planned, orange is due today, red is overdue. The column header carries a mini progress bar and a count of the same three states, so you can read the whole book's health without scrolling. The Schedule activity link at the foot adds one, and clicking a cell lets you mark done, edit or cancel it in place.

Like the calendar, this view lists only orders that have activities — the record counter at the top right will read lower than the list's. Use it when the question is "what is falling behind and who owns it"; use the calendar when the question is "what does next week look like".

A confirmed order's fulfilment state lives on Other Info ▸ Delivery, and most of the same fields are available as optional columns in the list.

Delivery Status, and why it is usually blank here

Delivery Status is computed entirely from the transfers linked to the order. Its four values are Not Delivered, Started, Partially Delivered and Fully Delivered — but there is a fifth, unnamed state that the field spends most of its life in on this fleet: empty.

Invoice Status — the badge that drives the To Invoice menus

Invoice Status is shown by default in the list and is what the Sales › To Invoice menus filter on. It is computed from the order's lines, ignoring down-payment lines and section or note lines.

Beyond the Sales Orders chip the menu applies, the Filters drop-down offers a short, specific list — noticeably shorter than the one on the Quotations menu, which is a different search view.

The Group By list offers Salesperson, Customer, Order Date and Payment Method. There is no group-by for delivery or invoice status; add those as columns and sort instead.

The pivot arrives with Order Date grouped by month down the rows, nothing across the columns, and a single measure: Total. That measure is the tax-inclusive order total, and its grand total matches the sum at the foot of the list exactly — which is a useful sanity check, and a trap if you quote it as revenue.

Open Measures to swap it. Untaxed Amount is the figure most reports mean by revenue; Count gives you order volumes rather than value. Click a row header to expand it by any field — Customer, Salesperson, Sales Team. The toolbar beside Measures flips the axes, expands everything, and downloads the grid to a spreadsheet.

The graph opens as a bar chart of Total by Customer. It is not a time series and it does not show a trend; a single tall bar means one large contract, not a good month. To make it a trend, change the grouping to Order Date and switch to the line chart. The toolbar also offers pie, stacking and ascending or descending sort.