Tracking Open Customer Orders and Backorders Using Sales Orders in QuickBooks
Is there a time gap between when you receive a customer order and when you ship it/deliver the services?
If so, you’ll want to know about the sales order functionality available in certain versions of QuickBooks.
SEE SALES ORDERS IN ACTION
To help you visualize how sales orders operate in QuickBooks, I have put together this video to show you the flow:
ARE SALES ORDERS THE SAME AS WORK ORDERS?
In many cases, the answer is yes – the order is telling someone what needs to be done. Ship goods and/or deliver a service on a certain date.
Or maybe it is telling you that you didn’t have enough of an item and it is on backorder.
Given the ability to customize templates in QuickBooks, your business can format the sales order form with the desired information for fast action and results.
ARE SALES ORDERS AVAILABLE IN ALL VERSIONS OF QUICKBOOKS?
Unfortunately not. You’ll only find them in the Premier and Enterprise editions. Sorry, not Pro or Online at this time.
- Does QuickBooks have work orders?
- Key differences in QuickBooks Pro/Premier/Enterprise and Online (PDF download)
- Understanding Sales Orders – A Critical Tool for Managing Your Customer Orders (PDF download)