The Sales Orders tab in Manager.io helps you record and monitor orders received from your customers. This feature allows you to track sales orders, ensure they are properly invoiced, and monitor their fulfillment status.
To create a new sales order, click on the New Sales Order button.
Fill in the necessary details, such as the customer, date, reference number, description, and the items or services ordered.
The Sales Orders tab displays various columns that provide detailed information about each sales order. You can customize which columns are displayed by clicking on the Edit Columns button.
For more information on customizing columns, see Edit Columns.
Below are the available columns and their descriptions:
The Date column indicates when the sales order was received from the customer.
The Reference column displays the reference number of the sales order.
The Customer column shows the name of the customer who placed the sales order.
The Sales Quote column displays the reference number of an approved customer quote, if applicable. Use this column only if you are utilizing the Sales Quotes tab.
The Description column provides a brief description of the sales order.
The Order Amount column shows the total amount of the sales order.
The Invoice Amount column displays the total from all sales invoices linked to a single sales order. This is useful if you invoice a customer in stages, issuing several invoices for the same order. This feature ensures that the total amount billed across all invoices matches the value of the order.
To monitor whether your sales orders have been accurately invoiced, enable the Invoice Amount and Invoice Status columns through the Edit Columns button.
The Invoice Status column indicates the invoicing status of the sales order. It can display one of the following statuses:
This feature allows you to quickly determine which orders are still awaiting invoicing and which have been completely invoiced.
If you are utilizing the Inventory Items tab to sell inventory items, you can track the delivery status for each order. Enable the Qty to Deliver and Delivery Status columns through the Edit Columns button.
An order is considered closed when its Invoice Status is set to Invoiced and its Delivery Status is marked as Delivered.
Note: The order status does not indicate if the customer has completed payment. Payment tracking is handled in the Sales Invoices tab. The main goal of tracking sales orders is to ensure that orders are accurately invoiced and fulfilled.
Utilize Advanced Queries for filtering, sorting, and grouping sales orders on the Sales Orders screen. For instance, you can display only the sales orders where delivery to the customer is still pending.
For more information on using advanced queries, see Advanced Queries.
By effectively using the Sales Orders tab and its features, you can streamline your order management process and ensure timely invoicing and delivery for your customers.