What Sales Orders Are and When to Use Them
They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in. You may never need to create a sales order for a customer. Perhaps you have a service-based business, or you never run out of inventory. Or you simply don’t enter an order unless you know you have the item(s) in stock. But if you plan to use sales orders, you must first make sure QuickBooks is set up to accommodate them. Open the Edit menu and select Preferences , then Sales & Customers . Click the Company Preferences tab to open that window. Before you can use sales orders, you’ll need to make sure that QuickBooks is set up for them. Sales Orders Are Required for Some Tasks There are a few situations where you must use a sales order: · If you have a customer who orders very f