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.
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 .
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.
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.
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I'm seeing this over three years later and there is still no option for "sales orders"? Still just "quotation" and "invoice".
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 .
Order Acknowledgements would be perfect for us, to ensure orders are correct at the time of placing.
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.
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.