QuickBooks offers so many features that it can sometimes be difficult to decide which ones make the most sense for your business.  Sales orders are one helpful feature that a lot of companies don’t use, but there are several reasons why you might consider adding them to your business processes.

QuickBooks has some handy features that are only activated when you use the sales order function:

  • If you have customers who order frequently, you can keep track of purchases on a sales order and then create a single invoice for everything.  This ensures that every sale is recorded and makes it easier for your customers to pay you. You can, if you choose, send incremental sales orders out so that customers are aware of their ongoing purchases.
  • If you can only fulfill part of an order, you can generate a partial invoice based on the sales order so that you can collect an initial payment. The remainder can be invoiced upon the completion of the order, but in the meantime, you can minimize the impact on your cash flow and make the customer happy. The sales order keeps track of what has and hasn’t been sent.
  • The partial invoicing feature also has a backorder-tracking function that allows you to see the items on backorder on both the sales order and the invoice.
  • If you find yourself with too many orders and not enough inventory, QuickBooks provides a Sales Order Fulfillment Worksheet (in some versions) that will help you decide which orders you should fulfill first.

Only the Premier and Enterprise versions let you work with sales orders, so you may want to consider an upgrade from Pro if you need them.

Net Plus Consulting offers a range of QuickBooks services including setup, training and management.  Whether you need help with setting up business processes or you want to delegate all of your accounting tasks to Net Plus, we can help you.  Call us at 212-461-3300 to learn more about how we can assist your business.

Net Plus Consulting is a nationwide service provider.  To get started, check out our website or contact us to arrange a free one hour consultation.