Create sales orders

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:

  • Internal manufacturing or fulfillment planning
  • Documentation of agreed pricing
  • Customer communication
  • Drafts of purchase or sales invoices

Enable Sales Orders tab and define customer

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:

  • Standard method
  • By cloning
  • From sales quotes
  • From sales invoices

Standard method

In the Sales Orders tab, select New Sales Order:

Complete the sales order form:

  • Issue date is prefilled with today’s date, which may be edited.
  • Reference is 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.
  • A Customer must be selected from the dropdown list.
  • The customer’s Billing address fills automatically.
  • An optional summary Description of the sales order can be entered.
  • Line items can be entered semi-automatically by selecting inventory or non-inventory items in the Item field. Or they can be entered manually.
  • Description of the line item is optional.
  • Qty is where you enter the number of items being sold. One is assumed if nothing is entered.
  • Unit price is the sales price per item.
  • Tax codes can be selected as applicable.

Near the bottom of the screen are checkboxes for various options. Additional fields appear when some options are checked:

  • When the Discount box is checked, options appear for Percentage or Exact amount . The discount entry must be made line item by line item.
  • A box can be checked to indicate Amounts are tax inclusive.
  • A Custom theme can be selected if any theme besides the default is active.

Click Create when finished:

By cloning

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:

From sales quotes

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:

From sales invoices

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:

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