Create Sales Order

Create Sales Order
FREE QuickBooks Tutorials
Sign-Up to my newsletter and receive access to
This QuickBooks Tutorial FREE
I'll give you access to Over 100 FREE QuickBooks Tutorials just for signing up to my newsletter!
Create Sales Order
Video Length: Video Size: File Size:
2 Minutes 27 Seconds Up To Full Screen 3994 KB

QuickBooks Online Training
 
Video Tutorial Over Sales Orders

Sales orders help you manage the sale of the products and services your customers order. Using sales orders is optional.

Why should I use sales orders?

The following QuickBooks features are only available if you use a sales order to start the sales process.

  • Single invoice for multiple orders: Some of your customers may place orders regularly enough that creating an invoice for every order is not practical or desirable. By using sales orders, you can keep track of multiple orders and then combine them onto a single invoice at an appropriate time, such as at the end of each month.

  • Partial invoicing: When you can only fulfill part of a customer's order, you can create an invoice based on the sales order and select only those items you can fulfill. The sales order keeps track of what has and hasn't been invoiced.

  • Backorder tracking: If you have some but not the entire quantity of a specific item, you can fulfill and invoice the quantity you do have. Then both the sales order and the invoice will show the quantity fulfilled and the quantity on backorder.

  • Sales Order Fulfillment Worksheet: When you have multiple sales orders to fulfill and not enough inventory to fulfill them all, the Sales Order Fulfillment Worksheet can help you decide which orders to fulfill first based on the criteria that are most important to you at the time.

Leave Your CommentsPlease Remember To Leave Your Comments, Questions or Concerns Below!Leave Your Comments

Add Your Comments Here

Add a Video Review

There are currently no reviews for this video. Be the first to review it by clicking below!


Review this video...

Related videos:

Customer Center Overview
The Customer Center displays information about all of your customers and their transactions in a single place.

Sales Order Fullfillment Worksheet
When you have multiple sales orders to fulfill and not enough inventory to fulfill them all, the Sales Order Fulfillment Worksheet can help you decide which orders to fulfill first based on the criteria that are most important to you at the time.