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https://help.myob.com/wiki/x/Q5awBQ
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MYOB Business Pro only
When a customer wants to buy goods or services from you, you can create a sales order for them. This will detail the selling price, quantity, and quality of goods or services provided. Later, when your items become available in inventory, you can invoice the customer and ship them.
Why use sales orders?
Maintain good customer relations and never lose 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.
In a future release, you'll be 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.
When you enter a sales order for inventoried items, they are are marked as committed to a sale. This helps your purchasing department make informed inventory ordering decisions. 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 sales, 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.
Who should use sales orders?
Sales orders are beneficial for retailers, wholesalers, manufacturers and any other type of business that has (or should have) sales orders as a crucial part of their sales workflow.
Sales orders are only available for MYOB Business Pro or AccountRight users accessing their company file in a web browser.
Both goods-based and service-based businesses can use sales orders.
Creating a sales order
xyz
Finding sales orders
Go to the Sales menu and choose Sales orders. You can filter the list of displayed sales orders using the filters across the top, then click a purchase order number to view its details.
<SCREENSHOT>
Changing or deleting a sales order
Need to change or fix something? Open the sales order and make your changes. You can change anything except the Customer or the Amount paid value.
If it's easier, you can delete the order and start again.
To change a sales order
- xyz
To delete a sales order
You can delete a sales order from the Sales orders page (Sales > Sales orders).
To delete a purchase order:
- xyz
What's next?
We'll be delivering further features and improvements to sales orders throughout 2023, including:
- x
- y
- z
Keep track of all MYOB Business new features and improvements. Visit (and bookmark) the MYOB Business Release Notes.
FAQs
Who can enter 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:
<SCREENSHOT>
Find out more about user roles and permissions.
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