diff --git a/CHANGELOG.md b/CHANGELOG.md
index af2bdf19..abf39db9 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -7,6 +7,37 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [3.7.0] - 2026-04-06
+
+### Added
+
+- **Close-short workflow** — accept partial fulfillment when full quantity cannot be produced or shipped; close-short preview shows per-line achievable quantities before executing (#495, #501)
+- **PO accept-short** — complete a production order with less than the ordered quantity; BOM-aware guard prevents breaking assembly dependencies (#499)
+- **SO line editing** — edit quantities on confirmed/in-production/on-hold/pending orders with reason tracking (#495)
+- **SO line removal** — remove a line from an editable order; guarded by shipped quantity, active PO check, and minimum one-line requirement (#505, #506)
+- **PO refresh-routing** — re-snapshot a product's current active routing onto an existing production order; solves POs created before routing existed (#505)
+- **Quote PDF redesign** — professional B2B layout with brand colors, two-column header, itemized lines, and terms (#497)
+- **Invoice PDF redesign** — professional layout with full customer info, payment terms, calculated due date, and packing slip match (#504)
+- **Packing slip redesign** — matches invoice/quote style with brand header, dark table header, and alternating row stripes (#504)
+- **Admin messaging** — admin-initiated direct messaging (PRO-gated; professional/enterprise tier only) (#493)
+
+### Fixed
+
+- Pending orders now included in editable statuses — line edits and removal were hidden on `pending` orders (#506)
+- Quote-converted orders used `source='portal'` incorrectly — now `source='quote'`; PRO portal passes `source='portal'` explicitly (#505)
+- `sales_orders.unit_price` was NOT NULL — caused conversion failures for multi-line quotes where header price is null by design (migration 077, #505)
+- Packing slip header collision — "PACKING SLIP" title overlapped SO number; fixed with adequate `spaceAfter` spacing (#505)
+- Close-short UI clarity — Short Closed state and multi-line Order Summary display (#502)
+
+### Documentation
+
+- Regenerated API-REFERENCE.md (438 endpoints), SCHEMA-REFERENCE.md (64 models), MIGRATIONS-LOG.md (60 migrations)
+- Added close-short, line editing, and line removal workflows to orders user guide
+- Added accept-short and refresh-routing sections to production user guide
+- Added production shortfall path to quote-to-cash workflow
+- Updated FEATURE-CATALOG.md: 41 → 50 features
+- Removed stale planning document (496-architecture-review.md)
+
 ## [3.6.0] - 2026-03-30
 
 ### Added
@@ -277,7 +308,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - AI Invoice Parser (PRO)
 - License management (PRO)
 
-[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.4.0...HEAD
+[Unreleased]: https://github.com/Blb3D/filaops/compare/v3.7.0...HEAD
+[3.7.0]: https://github.com/Blb3D/filaops/compare/v3.6.0...v3.7.0
+[3.6.0]: https://github.com/Blb3D/filaops/compare/v3.5.0...v3.6.0
+[3.5.0]: https://github.com/Blb3D/filaops/compare/v3.4.0...v3.5.0
 [3.4.0]: https://github.com/Blb3D/filaops/compare/v3.3.0...v3.4.0
 [3.3.0]: https://github.com/Blb3D/filaops/compare/v3.2.0...v3.3.0
 [3.2.0]: https://github.com/Blb3D/filaops/compare/v3.1.1...v3.2.0
diff --git a/backend/VERSION b/backend/VERSION
index 40c341bd..7c69a55d 100644
--- a/backend/VERSION
+++ b/backend/VERSION
@@ -1 +1 @@
-3.6.0
+3.7.0
diff --git a/docs/API-REFERENCE.md b/docs/API-REFERENCE.md
index dac6af9c..232c49d5 100644
--- a/docs/API-REFERENCE.md
+++ b/docs/API-REFERENCE.md
@@ -10,17 +10,17 @@
 
 | Metric | Count |
 | ------ | ----- |
-| **Total Endpoints** | ~432 |
+| **Total Endpoints** | ~438 |
 | **Router Files** | 49 |
 | **Router Groups** | 28 (including 18 admin sub-modules) |
 | **Base Path** | `/api/v1/` |
 
 ### HTTP Method Distribution
 
-- **GET**: ~212 endpoints (read/query operations)
-- **POST**: ~149 endpoints (create/execute operations)
-- **PUT/PATCH**: ~41 endpoints (update operations)
-- **DELETE**: ~30 endpoints (delete operations)
+- **GET**: ~213 endpoints (read/query operations)
+- **POST**: ~152 endpoints (create/execute operations)
+- **PUT/PATCH**: ~42 endpoints (update operations)
+- **DELETE**: ~31 endpoints (delete operations)
 
 ---
 
@@ -80,7 +80,7 @@ Authorization: Bearer <access_token>
 
 **Tier**: Core
 **File**: `endpoints/sales_orders.py`
-**Endpoints**: 26
+**Endpoints**: 30
 
 | Method | Path | Description | Auth |
 | ------ | ---- | ----------- | ---- |
@@ -101,6 +101,10 @@ Authorization: Bearer <access_token>
 | PATCH | `/sales-orders/{order_id}/shipping` | Update shipping information for an order (admin only). | ADMIN |
 | PATCH | `/sales-orders/{order_id}/address` | Update shipping address for an order (admin only). | ADMIN |
 | POST | `/sales-orders/{order_id}/cancel` | Cancel a sales order. | ADMIN |
+| PATCH | `/sales-orders/{order_id}/lines` | Edit line item quantities on a sales order. | ADMIN |
+| DELETE | `/sales-orders/{order_id}/lines/{line_id}` | Remove a line item from a sales order. | ADMIN |
+| GET | `/sales-orders/{order_id}/close-short-preview` | Preview close-short: shows per-line achievable quantities and PO status. | ADMIN |
+| POST | `/sales-orders/{order_id}/close-short` | Close an order short — accept partial fulfillment, transition to ready_to_ship. | ADMIN |
 | POST | `/sales-orders/{order_id}/confirm` | Confirm a pending_confirmation order from an external source. | ADMIN |
 | POST | `/sales-orders/{order_id}/reject` | Reject a pending_confirmation order from an external source. | ADMIN |
 | DELETE | `/sales-orders/{order_id}` | Delete a sales order (admin only). | ADMIN |
@@ -197,7 +201,7 @@ Authorization: Bearer <access_token>
 
 **Tier**: Core
 **File**: `endpoints/production_orders.py`, `endpoints/operation_status.py`
-**Endpoints**: 40
+**Endpoints**: 42
 
 | Method | Path | Description | Auth |
 | ------ | ---- | ----------- | ---- |
@@ -217,7 +221,9 @@ Authorization: Bearer <access_token>
 | POST | `/production-orders/{order_id}/release` | Release a production order for manufacturing. | CUSTOMER |
 | POST | `/production-orders/{order_id}/start` | Start production on an order. | CUSTOMER |
 | POST | `/production-orders/{order_id}/complete` | Complete a production order. | CUSTOMER |
+| POST | `/production-orders/{order_id}/accept-short` | Accept a production order short — complete it with the quantity already produced. | CUSTOMER |
 | POST | `/production-orders/{order_id}/cancel` | Cancel a production order. | CUSTOMER |
+| POST | `/production-orders/{order_id}/refresh-routing` | Re-snapshot the product's current active routing onto the production order. | CUSTOMER |
 | POST | `/production-orders/{order_id}/hold` | Put a production order on hold. | CUSTOMER |
 | PUT | `/production-orders/{order_id}/schedule` | Schedule a production order. | CUSTOMER |
 | GET | `/production-orders/schedule/summary` | Get production schedule summary. | CUSTOMER |
@@ -971,5 +977,5 @@ All endpoints are prefixed with `/api/v1/`
 
 ---
 
-*Last updated: 2026-03-30*
-*Generated for FilaOps Core v3.6.0*
+*Last updated: 2026-04-06*
+*Generated for FilaOps Core v3.7.0*
diff --git a/docs/FEATURE-CATALOG.md b/docs/FEATURE-CATALOG.md
index 2cbe779d..fc7a86bc 100644
--- a/docs/FEATURE-CATALOG.md
+++ b/docs/FEATURE-CATALOG.md
@@ -9,8 +9,8 @@
 
 | Tier | Features | Status |
 | ------ | ---------- | -------- |
-| **Core (Open Source)** | 41 | Released |
-| **Total** | 41 | - |
+| **Core (Open Source)** | 50 | Released |
+| **Total** | 50 | - |
 
 ---
 
@@ -20,7 +20,7 @@
 
 ### Core (Open Source)
 
-## Core Features (41)
+## Core Features (50)
 
 ### Authentication & Access
 
@@ -98,6 +98,30 @@
 | 40 | Duplicate Item | Clone items with inline BOM component swap for color variants | ✅ Complete |
 | 41 | Copy BOM | Copy a BOM to a different product with target product picker | ✅ Complete |
 
+### Sales Orders (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 42 | SO Line Editing | Edit quantities on confirmed/in-production/pending order lines with reason tracking | ✅ Complete |
+| 43 | SO Line Removal | Remove a line from an editable order (guards: not shipped, no active POs, not last line) | ✅ Complete |
+| 44 | Close-Short | Accept partial fulfillment — close an order short when full quantity cannot be produced/shipped | ✅ Complete |
+| 45 | Close-Short Preview | Preview achievable quantities per line before executing close-short | ✅ Complete |
+| 46 | Pending Orders Editable | Orders in 'pending' status allow line edits and removal | ✅ Complete |
+
+### Production Orders (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 47 | PO Accept-Short | Complete a production order with less than the ordered quantity | ✅ Complete |
+| 48 | PO Refresh Routing | Re-snapshot a product's current active routing onto an existing PO (useful when routing added after PO created) | ✅ Complete |
+
+### PDF Documents (v3.7.0)
+
+| # | Feature | Description | Status |
+| --- | ------- | ----------- | ------ |
+| 49 | Quote PDF Redesign | Professional B2B quote layout with brand colors, itemized lines, and terms | ✅ Complete |
+| 50 | Invoice PDF Redesign | Professional invoice layout with full customer info, payment terms, and due date | ✅ Complete |
+
 ---
 
 ## Hidden Features (Backend Only)
@@ -206,5 +230,5 @@ MRP
 
 ---
 
-*Last updated: 2026-01-28*
-*Generated for FilaOps Core (Open Source)*
+*Last updated: 2026-04-06*  
+*Generated for FilaOps Core v3.7.0*
diff --git a/docs/MIGRATIONS-LOG.md b/docs/MIGRATIONS-LOG.md
index 6faa558e..835a1f11 100644
--- a/docs/MIGRATIONS-LOG.md
+++ b/docs/MIGRATIONS-LOG.md
@@ -11,7 +11,7 @@
 
 | Metric | Count |
 | ------ | ----- |
-| **Total Migrations** | 56 |
+| **Total Migrations** | 60 |
 | **Database** | PostgreSQL |
 | **Tool** | Alembic |
 
@@ -29,12 +29,12 @@
 | Purchasing | 5 | 019, 027, 028, 036, 2940c6a93ea7 |
 | Settings | 3 | 020, 037, 062 |
 | Performance | 1 | 905ef924f499 |
-| Sales | 8 | 024, 038, 043, 061, 066, 069, 071, 072 |
+| Sales | 11 | 024, 038, 043, 061, 066, 069, 071, 072, 074, 076, 077 |
 | Maintenance | 2 | 025, 026 |
 | Products | 3 | 040, 055, 065 |
 | Accounting | 5 | 044, 045, 046, 052, 053 |
 | Tax | 1 | 063 |
-| Other | 2 | 070, 073 |
+| Other | 3 | 070, 073, 075 |
 
 ---
 
@@ -1121,6 +1121,65 @@
 
 ---
 
+#### `074_add_close_short_and_line_edit_fields.py`
+
+**Tier**: Core
+**Date**: 2026-04-02
+**Purpose**: Add close_short fields to sales_orders and original_quantity to sales_order_lines
+**Revises**: 073
+
+**Adds Columns**:
+
+- `sales_orders.closed_short`
+- `sales_orders.closed_short_at`
+- `sales_orders.close_short_reason`
+- `sales_order_lines.original_quantity`
+
+---
+
+#### `075_add_close_short_records_table.py`
+
+**Tier**: Core
+**Date**: 2026-04-03
+**Purpose**: Add close_short_records audit table
+**Revises**: 074
+
+**Creates Tables**:
+
+- `close_short_records` - Close Short Records
+
+**Creates Indexes**:
+
+- `ix_close_short_records_entity_type_entity_id`
+
+---
+
+#### `076_add_fulfillment_status_to_so_lines.py`
+
+**Tier**: Core
+**Date**: 2026-04-03
+**Purpose**: Add fulfillment_status to sales_order_lines
+**Revises**: 075
+
+**Adds Columns**:
+
+- `sales_order_lines.fulfillment_status`
+
+---
+
+#### `077_make_so_unit_price_nullable.py`
+
+**Tier**: Core
+**Date**: 2026-04-05
+**Purpose**: Make sales_orders.unit_price nullable
+**Revises**: 076
+
+**Alters Columns**:
+
+- `sales_orders.unit_price`
+
+---
+
 ## Migration Dependencies
 
 ```text
@@ -1237,6 +1296,14 @@ b1815de543ea (001_initial_postgres_schema)
 072_portal_ingestion_notifications
     |
 073_add_quote_lines_table
+    |
+074_add_close_short_and_line_edit_fields
+    |
+075_add_close_short_records_table
+    |
+076_add_fulfillment_status_to_so_lines
+    |
+077_make_so_unit_price_nullable
 ```
 
 
@@ -1261,5 +1328,5 @@ alembic history --verbose
 
 ---
 
-*Last updated: 2026-03-30*
-*Generated for FilaOps Core v3.6.0*
+*Last updated: 2026-04-06*
+*Generated for FilaOps Core v3.7.0*
diff --git a/docs/SCHEMA-REFERENCE.md b/docs/SCHEMA-REFERENCE.md
index faa50ac5..f12b5aac 100644
--- a/docs/SCHEMA-REFERENCE.md
+++ b/docs/SCHEMA-REFERENCE.md
@@ -2,9 +2,9 @@
 
 # FilaOps Database Schema Reference
 
-**Generated:** 2026-03-30
-**Source:** FilaOps Core v3.6.0
-**Total Models:** 63 (Core only)
+**Generated:** 2026-04-06
+**Source:** FilaOps Core v3.7.0
+**Total Models:** 64 (Core only)
 **Purpose:** AI knowledge source for codebase understanding
 
 > This is the **Core (Open Source)** schema reference.
@@ -25,7 +25,7 @@
 10. [UOM Models](#uom-models) (1 model)
 11. [Accounting Models](#accounting-models) (4 models)
 12. [Tax Models](#tax-models) (1 model)
-13. [Reference Data Models](#reference-data-models) (8 models)
+13. [Reference Data Models](#reference-data-models) (9 models)
 
 ---
 
@@ -362,7 +362,7 @@
 | material_type | String(50) | NOT NULL | Material type |
 | color | String(50) |  | Color |
 | finish | String(50) | NOT NULL, DEFAULT 'standard' | Finish |
-| unit_price | Numeric(10, 2) | NOT NULL | Unit price |
+| unit_price | Numeric(10, 2) |  | Unit price |
 | total_price | Numeric(10, 2) | NOT NULL | Total price |
 | tax_amount | Numeric(10, 2) | DEFAULT 0.0 | Tax amount |
 | tax_rate | Numeric(5, 4) |  | Tax rate |
@@ -398,6 +398,9 @@
 | production_notes | Text |  | Production notes |
 | cancelled_at | DateTime |  | Cancelled timestamp |
 | cancellation_reason | Text |  | Cancellation reason |
+| closed_short | Boolean | NOT NULL, DEFAULT False | Closed short |
+| closed_short_at | DateTime |  | Closed Short timestamp |
+| close_short_reason | Text |  | Close short reason |
 | created_at | DateTime | NOT NULL, DEFAULT utcnow, INDEX | Creation timestamp |
 | updated_at | DateTime | NOT NULL, DEFAULT utcnow | Last update timestamp |
 | confirmed_at | DateTime |  | Confirmed timestamp |
@@ -419,7 +422,7 @@
 
 ### SalesOrderLine
 
-**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:175`
+**Table:** `sales_order_lines` | **Tier:** Core | **File:** `sales_order.py:180`
 
 | Column | Type | Constraints | Description |
 | ------ | ---- | ----------- | ----------- |
@@ -435,6 +438,8 @@
 | total | Numeric(10, 2) | NOT NULL | Total |
 | allocated_quantity | Numeric(10, 2) | DEFAULT 0 | Quantity allocated to orders |
 | shipped_quantity | Numeric(10, 2) | DEFAULT 0 | Shipped quantity |
+| original_quantity | Numeric(10, 2) |  | Original quantity |
+| fulfillment_status | String(20) |  | Fulfillment status |
 | notes | Text |  | Additional notes |
 | created_by | Integer |  | Creator reference |
 
@@ -1877,6 +1882,24 @@
 
 ---
 
+### CloseShortRecord
+
+**Table:** `close_short_records` | **Tier:** Core | **File:** `close_short_record.py:13`
+
+| Column | Type | Constraints | Description |
+| ------ | ---- | ----------- | ----------- |
+| id | Integer | PK, INDEX | Primary key |
+| entity_type | String(20) | NOT NULL, INDEX | Entity type |
+| entity_id | Integer | NOT NULL, INDEX | Entity reference |
+| performed_by | Integer | FK->users.id | FK reference to users.id |
+| performed_at | DateTime | DEFAULT now(), NOT NULL | Performed timestamp |
+| reason | Text |  | Reason |
+| line_adjustments | JSON |  | Line adjustments |
+| linked_po_states | JSON |  | Linked po states |
+| inventory_snapshot | JSON |  | Inventory snapshot |
+
+---
+
 ### Invoice
 
 **Table:** `invoices` | **Tier:** Core | **File:** `invoice.py:10`
@@ -2037,5 +2060,5 @@
 | UOM Models | 1 | 1 |
 | Accounting Models | 4 | 4 |
 | Tax Models | 1 | 1 |
-| Reference Data Models | 8 | 8 |
-| **Total** | **63** | **63** |
+| Reference Data Models | 9 | 9 |
+| **Total** | **64** | **64** |
diff --git a/docs/user-guide/orders.md b/docs/user-guide/orders.md
index a9cd7812..20d557fd 100644
--- a/docs/user-guide/orders.md
+++ b/docs/user-guide/orders.md
@@ -448,6 +448,53 @@ For a detailed walkthrough of this end-to-end process, see the [Quote to Cash](w
 
 ---
 
+## Editing Order Lines
+
+Admins can edit line quantities and remove lines on orders in **pending**, **confirmed**, **in_production**, or **on_hold** status.
+
+### Changing a Quantity
+
+1. Open the order detail view
+2. In the **Line Items** table, click **Edit** on the line
+3. Enter the new quantity (cannot go below already-shipped amount)
+4. Enter a reason — this is recorded in the order history
+5. Click ✓ to save
+
+### Removing a Line
+
+A **✕** button appears next to each line when:
+
+- The order has more than one line
+- The line has not been shipped
+- No non-cancelled production orders are linked to that line (including completed or closed POs)
+
+Click **✕** → confirm the prompt → the line is removed and totals recalculate automatically.
+
+> **Note**: If any non-cancelled production order (including completed or closed states) exists for the line, cancel it first before removing the line.
+
+---
+
+## Close-Short Workflow
+
+Close-short lets you accept partial fulfillment when the full ordered quantity cannot be produced or shipped. This closes the order without waiting indefinitely for the remaining units.
+
+### When to Use
+
+- A production order completed with fewer units than ordered (scrap, material shortage)
+- Customer agreed to accept partial shipment
+- You want to close out an order rather than leave it open
+
+### How It Works
+
+1. Open the order detail — you'll see a **Close Short** button when the order is in `confirmed`, `in_production`, or `ready_to_ship` status
+2. Click **Close Short** → a preview modal shows per-line achievable quantities based on completed production
+3. Review the breakdown — lines that can't be fully fulfilled are flagged
+4. Confirm → FilaOps adjusts line quantities to what was actually fulfilled, marks the order closed-short, and updates fulfillment status
+
+> **Tip**: Use **PO Accept-Short** on linked production orders first to lock in completed quantities, then use Close-Short on the sales order.
+
+---
+
 ## Tips & Best Practices
 
 - **Use quotes for custom work** — Quotes give customers time to review pricing and let you track conversion rates
@@ -479,6 +526,9 @@ With orders flowing, you'll want to manage the production and delivery side:
 | View order details | **Sales > Orders** > Click an order card |
 | Generate a production order | Order detail view > **Generate Production Order** |
 | Cancel an order | Order detail view > **Cancel Order** |
+| Edit a line quantity | Order detail view > Line Items table > **Edit** |
+| Remove a line | Order detail view > Line Items table > **✕** |
+| Close an order short | Order detail view > **Close Short** |
 | Add a tracking number | **Sales > Shipping** > **Needs Label** tab > Enter tracking |
 | Mark an order as shipped | **Sales > Shipping** > **Ready to Ship** tab > **Mark Shipped** |
 | Print a packing slip | **Sales > Shipping** > **Packing Slip** button |
diff --git a/docs/user-guide/production.md b/docs/user-guide/production.md
index a76b28fb..4e0a7751 100644
--- a/docs/user-guide/production.md
+++ b/docs/user-guide/production.md
@@ -333,6 +333,36 @@ Each order card in the queue shows:
 
 ---
 
+---
+
+## Accepting Short (Partial Completion)
+
+When a production order cannot be completed at full quantity — due to scrap, material shortage, or equipment failure — use **Accept Short** to close it with what was actually produced.
+
+1. Open the production order detail
+2. Click **Accept Short** (available when the order has some completed quantity but cannot reach the ordered amount)
+3. Confirm — FilaOps records the completed quantity, marks the PO closed-short, and updates inventory accordingly
+
+> **Important**: Accept Short respects BOM assembly dependencies. If the PO is a sub-component for an assembly, FilaOps will warn you if accepting short breaks the parent assembly's material requirements.
+
+After accepting short on all linked POs, use [Close-Short](orders.md#close-short-workflow) on the sales order to accept partial fulfillment at the order level.
+
+---
+
+## Refreshing Routing
+
+If a routing was added or updated *after* a production order was already created, the PO won't automatically pick up the new operations. Use **Refresh Routing** to re-apply the current active routing.
+
+1. Open the production order modal
+2. Click **Refresh Routing** in the footer (visible for `draft`, `released`, and `on_hold` orders)
+3. Confirm — all pending operations are replaced with the current routing's operations and materials
+
+If the order has no operations at all (routing was missing when the PO was created), an **Apply Routing Now** button appears directly in the operations section.
+
+> **Note**: Refresh Routing is blocked if any operation has already been started or completed — you can't rewrite history for work already in progress.
+
+---
+
 ## Tips & Best Practices
 
 - **Set up work centers before creating production orders** — this lets you assign work to specific machines and track capacity
@@ -364,6 +394,8 @@ With production running, you'll need to manage the materials and inventory side:
 | Generate from a sales order | **Sales > Orders** > Order detail > **Generate Production Order** |
 | Release an order to the floor | Production order detail > **Release** |
 | Complete a production order | Production order detail > **Complete** |
+| Accept short (partial completion) | Production order detail > **Accept Short** |
+| Refresh routing on a PO | Production order modal > **Refresh Routing** |
 | Split a production order | Production order detail > **Split Order** |
 | Scrap a production order | Production order detail > **Scrap** |
 | Run a QC inspection | Production order detail > **QC Inspection** |
diff --git a/docs/user-guide/workflows/quote-to-cash.md b/docs/user-guide/workflows/quote-to-cash.md
index 540408ff..b6c20afd 100644
--- a/docs/user-guide/workflows/quote-to-cash.md
+++ b/docs/user-guide/workflows/quote-to-cash.md
@@ -102,6 +102,18 @@ Once items are produced and in stock, ship the sales order.
 
 ---
 
+## Step 5b: Handle a Production Shortfall (Optional)
+
+If production cannot deliver the full ordered quantity:
+
+1. On the production order, click **Accept Short** to complete it with the quantity actually produced
+2. On the sales order, click **Close Short** — a preview shows per-line achievable quantities
+3. Confirm close-short — FilaOps adjusts quantities, closes the order, and records the shortfall
+
+Skip this step if production completed in full.
+
+---
+
 ## Step 6: Record Payment
 
 When the customer pays, record the payment against the order.
@@ -136,7 +148,8 @@ Confirm the transaction flowed through correctly.
 - [ ] Quote created and sent to customer
 - [ ] Quote accepted and converted to sales order
 - [ ] Production orders created for manufactured items
-- [ ] Production completed and goods in stock
+- [ ] Production completed (or accepted short if partial)
+- [ ] Sales order closed-short if partial fulfillment (optional)
 - [ ] Sales order shipped
 - [ ] Payment recorded
 - [ ] Revenue verified in accounting