Sales orders let you enter items for a customer, then invoice and ship the items as they become available in your inventory, tracking the backorders in the system. You can view inventory reports that show the number of items backordered for your customers to help you plan your purchases.
Sales orders can be printed as warehouse picking slips or package packing slips that can be marked up before shipping the product to your customer. After the sales order has been marked up, the shipped items can be applied to an invoice. Only one sales order can be applied to an invoice. However, multiple invoices can be entered from a single sales order.
Entering
a sales order for a customer
You can enter a sales order even before you have inventory to ship to your customer.
Did
you know you can customize this window, hiding fields you don't use?
Sage 50 has templates that let you customize Task windows. You can hide certain fields that you never use, such as Ship To fields. If you ever need those fields, just select the Layout button and select the standard (Product Sales Order) template.
Converting
a sales order to an invoice
When items on a sales order are ready to be delivered or picked up, you can bill your customer and convert the sales order to a sales invoice.
Copying a sales order
You can create a new sales order by copying an existing one. Click the Copy button the Sales Order window.
Printing
or previewing sales orders
As you enter sales orders in Sage 50, the Sales Order No. field is automatically increased by one based on the last sales order entered. If you want to override this for the printed sales order, you can, but note that Sage 50 won't let you have duplicate sales order numbers.
When you're ready to ship the order, you can print a packing slip to accompany it.
Using the Track It panel
You can use the Track It panel to update the tracking status of a sales order (pending, expired, etc.), including assigning it to a specific user or all users that have a specific role in your company.
Tracking
and shipping sales orders
Sage 50 offers a unique way to track your sales orders by using the Ship By date field in the Sales Orders window. Doing this will help you manage the inventory needed to fill the order as well.
When you are ready to ship the order, click the link below to find out how to properly invoice the order.
Did you know you can auto-generate Purchase Orders when you create Sales Orders?
If you are using Sage 50 Premium Accounting or above, you can set up Sage 50 to automatically create Purchase Orders for inventory items when you drop below a certain quantity on hand. To learn how to do this, use the links below. We recommend that you read the overview page prior to setting Sage 50 up for this feature. This will give you information that will help you set up the option properly.