Working with Sales Orders

Overview

You can use the Sales Order to confirm, record and track the progress of a sale. Think of the Sales Order as the 'living' record of what was sold and the 'state' of what has and has not been delivered. Use a combination of Memos and the Sales Order to track and review all of the details and events that happen between the time the Customer ordered, and the time everything that they bought has been delivered.

Confirming a sale

Use the Sales Order to record the details of a Purchase Order given to you by your Customer. You might send your Customer a copy of the Sales Order to confirm you have received and understood what they have ordered or agreed to buy from you.

Recording a sale

Use the Sales Order to record the Items and the details of what your Customer wants to buy from you.

Tracking a sale

If you are not in a position to deliver some of the Items the Customer has ordered from you the Sales Order can be used to track what has, and has not, been invoiced or delivered to your Customer. When you invoice from the Sales Order the 'Qty' invoiced column on the Item Table is automatically updated to show the quantity of Items that have been invoiced or delivered.

Forecasting a sale

If you use Sales Forecasting then you can create a Sales Opportunity from the Sales Order so that the Items and their value shows up in your Sales Forecast. See Sales Forecasting.

Automatically Creating Purchase Orders

You can automatically create Purchase Orders from a Sales Order by

using the Actions Drop Shipment or Special Order. See Drop Shipment and Special Orders.

In addition you can automatically create Purchase Orders for back-orders. See Creating Back Orders

Pick, Pack and Ship

For businesses that have a more complex order processing requirement Sales Order's form the basis of a more comprehensive Pick-Pack and Ship process which is used to control the whole order processing work-flow. For more information see Pick-Pack-Ship Process

Prerequisites

Using salesorder.com the basics

Entering Line Items

Working with Transactional Documents

Working with Items

Entering and Editing

Creating a new Sales Order

See Creating new Transactions and Entering Line Items for the basic information.

Sales Order Key Facts

•	Sales Orders are typically used to confirm, record and track the progress of a sale to a Customer.

•	Issuing a Sales Order does not affect the associated Customer balance.

•	The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).

•	You can create an Invoice or Cash Sale from a Sales Order. The Sales Order will automatically keep track of the Items sold/invoiced.

•	The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates.

Related tasks and information

Configuring Transactional Documents

Entering Billing/Shipping addresses

Creating related Documents

Allocating Stock to Sales Orders

Pick-Pack-Ship Process

Pick Lists

Packing Slips/Delivery Notes

Creating Back Orders

Drop Shipment and Special Orders

Working with Sales Invoices

Working with Cash Sales