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Sales Order

Sales Orders
It would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales orders". A "sales order" changes to an "invoice" when we ship the items. We need to input a date when the goods are shipped to start the credit period for the customer.
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    • Karen Franey
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      Jan 16, 2025

      Any progress with this? We have to send our customers a formal Sales Order Acknowledgement . Converting a Quote to SOA would be so useful and an efficient use of our time.

    • Guest
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      Sep 24, 2020

      I'm seeing this over three years later and there is still no option for "sales orders"? Still just "quotation" and "invoice".

    • Adam Archer
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      Apr 11, 2018

      I agree. Our Quality system requires us to send our customers order acknowledgements. At present we have to manually create these outside of Kashflow. It would be so much easier if we could convert a Quote to a Sales Order acknowledgement as well as an invoice .

    • Guest
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      Nov 15, 2017

      Order Acknowledgements would be perfect for us, to ensure orders are correct at the time of placing.

    • Guest
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      Nov 9, 2017

      This would be a great help. We currently send invoices immediately after an order is placed so the customer can check all is correct before arranging delivery, but several customers with credit accounts are not happy that we send invoices before goods are delivered.

    • Navin Sehmi
      Reply
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      Jul 17, 2017

      Agreed, we need the same functionality. It should be simple to create as the Packing slip works in exactly the same way when converted from an invoice.

    • +13
    19 MERGED

    Sales Order Acknowledgement

    Having the facility to raise and email a sales order acknowledgement to the customer in order to confirm the order details. Mistakes can be picked up early on! It would then be useful to scan the returned, signed acknowledgement into Kashflow for ...
    Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged
    2 MERGED

    Option to Create a Work Job Schedule from "Quote" as next stage progression

    Option to Create a Work Job Schedule from "Quote" as next stage progression: To make it more efficient, it will be really good if we can create Work Job sheets for our Engineers from our quotes. So the Work Job Schedule should be without prices pl...
    Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged