Quotes and Sales Orders

 

 

The Sales Order module manages the process of providing customers with quotes, ordering items, and invoicing the customer.  It is ideal for processing hold-and-ship orders and taking phone orders.  Sales orders have the ability to accept payments, link directly to purchase orders, and invoice and ship items from within.  Unlike an invoice, the contents of a sales order may be edited after the order is created; comments and directions may be added to further document customer instructions.  Sales orders and quotes can be printed or emailed directly.

 

For a quick visual overview of the sales order process, view the concept diagram Special Orders with Purchase Orders.  You can also view Special Orders without Purchase Orders.

 

 

A variety of reports can be run to provide data pertaining to sales orders.  These are accessed through SO | Reports.

 

Settings for the SO module can be adjusted in System | Company Setup | Sales Orders 1 and Sales Orders 2.