What is a Sales Order?

A Sales Order is a write-up of goods and/or services provided to a Customer. Sales orders have no accounting impact until items are shipped or services are completed.

By recording sales orders, you can effectively monitor the following:

1. Customer's order details

2. Inventory items that need to be retrieved

3. Shipped items

4. Pending items that are yet to be shipped.

Invoices are generated from sales orders after items are shipped, impacting the accounting general ledger (GL).

Sales orders can be created in multiple ways:

Create a sales order from an existing estimate.

You can convert an existing estimate to a sales order in two ways

• Converting Estimate Manually - To manually convert an existing estimate to a sales order, go to Estimate Module > Options > Convert to SO

• Email Approval Link - You can send an estimate approval email to the customer which gives the customer ability to review and approve the estimate which automatically converts the estimate to a sales order. To send an estimate approval email to the customer, go to Estimate Module > Options > Send Approval Link

For more information on converting estimates to sales orders, read Converting Estimate to Sales Order

Create a new, individual sales order.

You can enter information onto a sales order form without an existing estimate.