Tips for Using Sales Orders

Customer Order Overview | Order Field Descriptions

Pro

Sales orders are a type of customer order that allow you to record the planned sale of items currently out of stock or items that you don't currently carry. Sales orders can also be used to give a customer a quote for merchandise and/or services that you would like to sell.

Sales order for out-of-stock items:

1. List the out-of-stock item on the sales order.

2. Complete other applicable fields, such as discounts, shipping information, etc.

3. Take a deposit, if you require one.

4. Print a copy of the order for the customer.

5. Create a purchase order and receive the merchandise from your vendor.

Tip: Generate a PO right from the sales order, if necessary

6. When the item is in stock again, contact the customer and record the sale on a sales receipt, applying any deposits toward the final payment.

Sales order for special order merchandise

1. Start a new sales order and select N ew Special Order Item from the I Want To menu.

2. Define the special order item and then list the item on the sales order.

3. Edit the price, quantity, etc. on the sales order.

4. Take a deposit, if you require one.

5. Select G enerate PO to create a purchase order for the new item from the sales order.

6. Print a copy of the order for the customer.

7. Create a voucher when the item arrives to receive it into inventory.

8. Contact the customer and record the sale on a receipt. Apply the deposit balance to the sales receipt.

Sales order for a customer quote

If the quote is for services only, you may want to use a work order instead.

1. List the items and/or service items included in the quote.

2. Change the order status to Pending. This prevents the item quantities from affecting available quantity calculations, since they are not yet committed to a sale.

3. Save and print the order. Give the customer a copy of the quote/sales order.

4. When the customer accepts your quote, deliver the merchandise and/or services and record the sale on a receipt, accepting payment as usual.

Customer orders not available to you? This could be due to your security level or customer orders may be disabled in your Features to Use company preference settings.

Related Topics

Create a customer order: Basic steps

Track an order by status

Tips for using work orders

E-mail a document

Customer order reports