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Index

Quotes and Sales Order

Sales Order
(included with 800 Series)
 
Create customer Quotes
Yes
 
Convert Quotes to Sales Orders
Yes
 
Manage Sales Order Deposits and Payments
Yes
 
Recognize “allocations” within Inventory Control and during Reorders
Yes
 
Create Purchase Orders from within Sales Orders (SO2PO)
Yes
 
Monitor Sales Order / Special Order status (not ordered, received, shipped)
Yes
 
Copy Sales Order / Special Order to the same customer or different customer
Yes
 
Create Reoccurring Invoice from Sales Orders (i.e., weekly lawn care billing)
Yes