Sales Orders
Sales orders let you enter items for a customer, then invoice and ship the items as they become available in your inventory, tracking the backorders in the system. You can view inventory reports that show the number of items backordered for your customers to help you plan your purchases.
Sales orders can be printed as warehouse picking slips or package packing slips that can be marked up before shipping the product to your customer. After the sales order has been marked up, the shipped items can be applied to an invoice. Only one sales order can be applied to an invoice. However, multiple invoices can be entered from a single sales order.
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Entering
a sales order for a customer
Did
you know you can customize this window, hiding fields you don't use?
Converting
a sales order to an invoice
Copying a sales order
You can create a new sales order by copying an existing one. Click the Copy button the Sales Order window.
Printing
or previewing sales orders
Using the Track It panel
You can use the Track It panel to update the tracking status of a sales order (pending, expired, etc.), including assigning it to a specific user or all users that have a specific role in your company.
Tracking
and shipping sales orders
Did you know you can auto-generate Purchase Orders when you create Sales Orders?
If you are using Sage 50 Premium Accounting or above, you can set up Sage 50 to automatically create Purchase Orders for inventory items when you drop below a certain quantity on hand. To learn how to do this, use the links below. We recommend that you read the overview page prior to setting Sage 50 up for this feature. This will give you information that will help you set up the option properly.