Sales Order Line Item
A Sales Order Line Item (SOLI) represents a specific product or service listed on a Sales Order in Cloudy Business Ops 360. Each line item stores detailed information about what is being sold — including quantity, price, tax, discounts, and fulfillment tracking.
In other words, if the Sales Order is the “container,” the Line Items are the “contents.”
Why Sales Order Line Items Are Important
- Capture Detailed Product Data – Every product/service, its variant, and price details are recorded individually.
- Enable Pricing Calculations – Automates discount, tax, and total price calculations at both line and order level.
- Facilitate Inventory Management – Tracks reservation, allocation, and fulfillment quantities for each item.
- Support Fulfillment & Billing – Drives shipments and invoicing based on what was ordered and delivered.
Best Practices
- Always Verify Quantities & Prices – Before confirming the order, check that quantities match customer request and discounts are applied correctly.
- Use Tax Inclusive Checkbox Carefully – Misusing this field can cause incorrect tax calculations and compliance issues.
- Monitor Inventory Status – Ensure Quantity Reserved does not exceed available stock.
Keep Parent-Child Relationships Clear – Use Parent Sales Line for bundled products to avoid confusion.