A new sales order in Acctivate Order Management Software requires an Order Status. The Status of the order will affect how inventory is allocated as well as whether or not the order can be processed.
Booked
The Booked order status is used when an order has been confirmed by the customer but you aren't yet ready to allocate inventory. This is typically done if an order is placed far ahead of it's requested ship date and scheduling the lines would interfere with shipping out other orders that are scheduled to ship sooner. Items placed on the Booked order will not be scheduled, and therefore will not affect your inventory availability.
Once the order is booked you may print or email the order confirmation for your customer.
When you're ready to allocate inventory and begin processing the order, you'll select Schedule Order at the top of the Enter Sales Order window. After the order is scheduled, you may move forward with picking, packing and invoicing the newly scheduled quantities.
If an order has been scheduled, and you need to revert to a booked status, you may do so from the action menu: Action > Unschedule (Book Order).
Scheduled
Orders with the Scheduled order status will allocate any available inventory to the order. New orders will default to Scheduled, unless changes are made under Configuration Management > Sales Order > Sales Order Options > Sales Order Defaults.
Quotes, Booked Orders and Partially Invoiced (Backordered) Orders will all have an option to Schedule Order to update the order status.
Once an order is in a scheduled status, Acctivate will check the available inventory for each line item and schedule as much inventory as possible. If there is not enough availability to fully schedule a line, a scheduled order will note the quantity that must be backordered as well.