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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.
  • Howard Matthews
  • Jan 10 2017
  • Future consideration
  • Attach files
  • Navin Sehmi commented
    July 17, 2017 09:02

    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.

  • Anonymous commented
    November 9, 2017 08:36

    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.

  • Amanda Hulks commented
    November 15, 2017 12:17

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

  • Adam Archer commented
    April 11, 2018 08:30

    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 .