The article has been compiled to record your sales that are meant to be fulfilled shortly. With the most advanced and groundbreaking accounting software create a Sales Order in QuickBooks can be carried out quite effortlessly.
By creating a sales order you can help to keep track of items that have been promised to customers. Usually, Generating a sales order is a standard A/R step in QuickBooks Desktop. Accounts Receivable workflows encompass a wide range of operations and other customer-related transactions.
Steps to Turn on the Sales order
You may need to take note of the below-mentioned steps carefully.
- First, as Admin, proceed to Log in to the QuickBooks business file.
- Next step, choose Preferences, From the QuickBooks Edit menu.
- After the subsequent step, proceed to Select Sales & Customers from the left pane, then choose Company Preferences.
- Finally, select the Enable Sales Order option, before clicking OK.
How to Create a Sales Order from Scratch and an Estimate in QuickBooks Desktop
For creating a Sales order in QuickBooks, follow the below-mentioned steps follow accurately to avoid any unnecessary errors.
Steps to Create a Sales Order from Scratch
The steps are as follows
- For the foremost step, Go to Sales Orders/Create Sales Orders from the QuickBooks Home page or the Customers menu.
- After the subsequent step, From the Customer: Task drop-down menu, choose a customer or a customer job.
- Next, proceed to click Add New to add it, if the customer or job is not already on the list.
- Once the above step is done, at the top of the form, proceed to fill in the relevant information, such as the date and S.O. NO.
- Thereafter, choose an item from the detail section.
- If in case you to apply for a discount, you must first create a discount item. For doing the same, follow through:
- First, Select Item List from the QuickBooks Lists menu.
- Next, Right-click somewhere and select New.
- Now, Select Discount from the Type drop-down menu in the New Item box.
- After the subsequent step, Enter a name/number for the item and a brief description.
- Next, proceed to Enter the discount amount or percentage in the Amount or% area.
- From the Account drop-down menu, Select the revenue account you wish to use to track client discounts.
- Now, Choose a suitable Tax Code for the item, then click OK.
- Finally, Click the Save & Close button.
There is also another way, to create a sales order from an estimate.
In some cases If you’ve previously given your clients an estimate and need to create a sales order for it, follow these steps.
Steps to Create a Sales Order from an Estimate
- The very first step, proceed to Locate and open the appropriate estimate.
- Next, Click Create Sales Order at the top of the estimate form.
- After the subsequent step, when the sales order arrives, further proceed to make any required modifications.
- Thereafter, Select the Save & Close option.
Use Sales Orders in QuickBooks Point of Sale