Negative amounts on sales orders/invoices can only be applied to service-type items, not product-type items. This is to ensure accurate inventory management, as negative amounts on physical products could disrupt stock levels and complicate financial ...
To find out which user created a sales order, you can use the audit log. 1) From the sales order, click Show / Audit Log. (figure 1) Revision #1 will show the user who created it. Subsequent revisions will show users who have edited it. To compare ...
There may be times when you will ship less than what was ordered and you will need to manually close the Sales Order. You may close an undershipped sales order by click the status and choosing close. Closing an Undershipped Sales Order in ...
Sales Order Pre-payments and Deposits (pre-invoice) Payment may be received when customer orders have not yet been invoiced. This process allows companies to associate a payment (which could be a deposit, a pre-payment or other) with a sales order ...
The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. CustomBooks™ tracks ...
When a Sales Order is created, if the Checkbox for "Use Shipment" is enabled, a Shipment has to be created before this can be invoiced. This is to make sure the order gets shipped out. Check the checkbox and save the document - you will now be able ...