Sale Order Management

CVGo-Generated Sales Orders

Sales orders created from CVGo data have special characteristics:

• Partner: Set to the MOP's auto-created partner (marked with cvgo_mop = True)
• Branch: SO company_id is set to the branch the CVGo data was uploaded under
• Sequence: Each branch has its own SO prefix (e.g. SO/ROS/2026/00001) — see Sequences
• CVGo Transactions tab: Shows all linked CVGo transactions with receipt numbers and amounts
• Plate Number: Available field for vehicle plate tracking

Change Customer (Set Customer)

For charge account sales, you may need to reassign the SO to the actual customer:

1. Open a CVGo-generated SO that has an invoice
2. Click Set Customer button in the header
3. Select the actual customer from the dropdown
   • Only non-CVGo MOP partners are shown
4. Click Change Customer
5. The system updates:
   • Sale Order partner
   • All related invoice partners

:::tip When to use When a charge sale comes through CVGo as e.g. "Shell Fleet Card" but needs to be invoiced to the specific fleet customer. :::