A sales order records an order from a customer, usually for internal purposes. Strictly speaking, it is not an accounting transaction and has no financial or inventory impact. It does not involve actual provision of services, movement of inventory, or payment of money. In fact, it is not really necessary at all, but can be used for a variety of purposes:
Before creating a sales order, enable the Sales Orders tab. Below the left navigation pane, click Customize, check the box for Sales Orders, and click Update:
Next, be sure the customer for whom the sales order is being entered has been defined in the Customers tab. Manager allows sales orders to be created in four different ways:
In the Sales Orders tab, select New Sales Order:
Complete the sales order form:
Referenceis optional and may be used for internal or external sequences. If the box within the field is checked, Manager will number the transaction automatically. The program will search for the highest number among all existing sales orders and add 1.
Customermust be selected from the dropdown list.
Billing addressfills automatically.
Descriptionof the sales order can be entered.
Itemfield. Or they can be entered manually.
Descriptionof the line item is optional.
Qtyis where you enter the number of items being sold. One is assumed if nothing is entered.
Unit priceis the sales price per item.
Taxcodes can be selected as applicable.
Near the bottom of the screen are checkboxes for various options. Additional fields appear when some options are checked:
Discountbox is checked, options appear for Percentage or Exact amount . The discount entry must be made line item by line item.
Amounts are tax inclusive.
Custom themecan be selected if any theme besides the default is active.
Click Create when finished:
Repeat sales orders can be entered by cloning previous ones. While viewing a similar sales order, click Clone. The new sales order need not be identical to the previous one. Anything can be edited or added:
If a sales quote was previously given to a customer, a sales order can be generated directly from the sales quote. While viewing the quote, select New Sales Order in the Copy to dropdown box and edit as required:
When a customer enters an order for goods or services that have previously been sold to that customer, a sales order can by copied from the earlier sales invoice: