Sales Orders
How to see who created a sales order?
To find out which user created a sales order, you can use the Audit Log. From the sales order, click Show → Audit Log. Revision #1 will show the user who created it. Subsequent revisions will show users who have edited it. To compare revisions, ...
How to Manually Close a Sales Order
Overview In CustomBooks™, managing sales orders efficiently is crucial for accurate financial tracking and maintaining an up-to-date inventory. While most sales orders will close automatically when fully fulfilled, there may be times when you need to ...
Benefit of Using a Sales Order
Efficiently managing customer transactions is vital for any business, and using a sales order is one of the key tools for ensuring accuracy and control in the sales process. In CustomBooks™, the sales order feature provides several advantages that ...
How to Close an Undershipped Sales Order
Overview In the world of business operations, sales orders may not always go as planned. Sometimes, customers order a specific quantity of goods, but for various reasons, the business is unable to deliver the full amount. This scenario is known as ...
Sales Order - Pre-payments/Deposits
Overview Sales order prepayments are a common practice for businesses that require customers to pay upfront for goods or services before delivery. These prepayments help businesses secure revenue in advance, manage cash flow, and reduce the risk of ...
How to create 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 ...
"Failed to generate the Sales Invoice because Sales Order use Shipment" error message when generating an Invoice from a Sale Order
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 ...