How to Close an Undershipped Sales Order
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 CustomBooks™
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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 ...
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 ...
How to refund a customer in cash when you have a sales order with a sales order prepayment
There may be situations when an order needs to be cancelled by a customer but you have taken a prepayment that needs to be refunded in cash rather than credit. Here's how to do this. First of all, DO NOT create an invoice. 1) Open the customer in C/V ...
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In many businesses, it's not always possible to invoice a customer for the full amount of a sales order at once, particularly when dealing with larger orders, staggered deliveries, or custom products. To manage these situations, CustomBooks™ offers a ...
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, ...