Chapter 10

Processing Sales Orders

In This Chapter

  • Creating a quotation
  • Writing up a sales order
  • Apportioning stock
  • Fulfilling orders
  • Generating invoices
  • Deleting and erasing orders

Sales orders occur when a customer requests some of your goods or services. In this chapter, I walk you through the steps for processing a sales order, from the moment a quote is confirmed through to allocating and despatching the stock, and then issuing an invoice to the customer.

Sales order processing is available only if you have Sage Accounts Professional. If you don't have this version of Sage, feel free to skip most of this chapter – though the bit on quotations also applies to Sage Accounts Plus, so you may want to read this section.

Giving a Quote

I don't mean recording your words for the enlightenment of the masses. In the business sense, a quotation is what you prepare when a potential customer asks for a price for a product or service that you offer. You can create a quotation within Sage that you can ultimately convert into an order if the customer accepts your price.

Amending your invoice and order defaults

If you use Accounts Plus, you don't have Sales Order Processing as an option but you can still double-check the invoice and order defaults to ensure the quotations you raise can convert to sales invoices. Follow the instructions outlined here, but make sure that in Step 2 you set the Convert Quotes To field to Invoice.

If you use Accounts Professional, you also need to amend the invoice ...

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