Creating a sales order

Avoid losing customer orders. You have a centralised record of your customer orders that you can pull up at any time, anywhere, so long as you have a web browser.

Sales orders ensure that both the customer and the business have a clear understanding of the order. The order details can be referred to in case of any confusion or disputes.

You're able to easily convert a sales order to an invoice and we'll retain the original sales order, so you can see the whole history of the sale with the customer.

Sales orders help you keep track of orders and manage inventory. When you enter a sales order for inventoried items, they are marked as committed to customers. This helps your purchasing department make informed inventory ordering decisions. The quantity that is committed to customers is indicated in the Reorder report and the Stock on hand report:

You can also see number of items committed to customers in the item itself:

When you combine sales orders with the other inventory tracking features in MYOB Business, like purchase orders, inventory reports and stock reordering, your business gets a clear view on how much of your inventory is committed to customers, how much is on-hand and how much on order. 

You can use sales orders in whatever way suits your business.

For example, if you're a service-based business, you can create a sales order to book and itemise the service – handy if you're not sure exactly when you'll deliver the service.

Or, if you have a customer who orders very frequently, you may not want to create an invoice for them every time. You could use a sales order to keep track of their multiple orders, and then send an invoice at the end of the month.

Sales orders are useful for retailers, wholesalers, manufacturers and any other type of business that needs to track customer orders as part of their sales workflow.

Both goods-based and service-based businesses can use sales orders.

Any user with the following role or permissions can enter purchase orders:

• Administrator

• Accountant/Bookkeeper 

• Sales

You can prevent an ordinary MYOB Business file user entering purchase orders by deselecting the Sales role and permissions:

Find out more about user roles and permissions.

A quote is the price you'll charge a customer for a sale of certain goods and services. The quoted price is valid for a specified period.

A sales order confirms the sale of goods or services to a customer. It's a promise to provide goods and services for an agreed price by a specified date.

You can use either or both, depending on how do business. A sales order often results from an initial quote.

When you enter a sales order for an inventoried item, it's marked as committed to a customer, helping you to make informed stock purchasing decisions. Quotes don’t affect the quantities of inventoried items.

In a future release, you’ll be able to convert quotes to sales orders.

Not yet, the ability to convert a quote to a sales order is coming in a future release.

Not yet, the ability to apply payments, such as deposits, on sales orders is coming in a future release.

Many sales order features in AccountRight desktop are available when you when you access your company file in a web browser, but there are still some coming.

In the browser, you are not yet able to:

• put a deposit on a sales order

• convert a quote to a sales order

• backorder items to fulfil sales.

Terms in sales orders, multiple currencies and adding a salesperson to a sales order are not available in AccountRight browser.

If you need to do these tasks, you can do them in AccountRight desktop.

There are a couple of things you can do with sales orders in AccountRight browser that you can't do in AccountRight desktop:

• retain a sales order after converting it to an invoice

• create a sales order for the Items & Services layout.

The following table compares the sales order features available in AccountRight desktop versus AccountRight browser:

* New feature availability is subject to change