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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.
  • Guest
  • Jan 10 2017
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  • Guest commented
    24 Sep, 2020 04:38pm

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

  • Adam Archer commented
    11 Apr, 2018 08:30am

    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 commented
    15 Nov, 2017 12:17pm

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

  • Guest commented
    9 Nov, 2017 08:36am

    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 commented
    17 Jul, 2017 09:02am

    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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