The Sales Order App allows you to keep an accurate record of what your company has sold, and when. Unlike an invoice, a sales order is meant to record what your company needs to complete a customer's order– parts, inventory, services, and so on.
Note: For QuickBooks Online (QBO) users, QBO does not support sales orders, even though Method:CRM does. If you create a sales order in Method:CRM, this will not sync to QuickBooks. However, if you create an invoice from this sales order, the invoice will sync as usual.
- Create and maintain a total of inventory on sales order.
- Products aren't deducted from your QuickBooks inventory, but you can maintain a record of products on order.
- Convert a sales order to an invoice.
- Fast and easy conversion maintains accuracy and ensures the customer gets what they want
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