A Sales Order can be created in Method using the Sales Order App.
This article covers Sales Orders for those synced with QuickBooks Desktop accounts. If you are using QuickBooks Online, please refer to the article Create a Sales Order for QuickBooks Online Accounts.
There are several ways to create a sales order in Method. These steps focus on creating a brand-new sales order in Method's Sales Order App. (To learn how to convert an estimate into a sales order, see our article Convert an Estimate to a Sales Order.)
📌 Note: Sales Orders are saved as soon as you create a sales order and select a customer for that sales order, even without hitting the save button.
Sales Order Details
Click ⊕ New on your Sales Orders App, or click ⊕ New Sales Order from your Sales Order List.
This opens your New Sales Order screen. Choose a customer to associate with this sales order.
Once you select a customer, more fields will show. The top will show the total, the customer, and on the right, the open and closed activities related to this sales order. Because this is a brand new transaction, there won't be any activities related to it.
Also, after selecting a customer, the billing and shipping addresses for that customer will populate for the sales order. If you have multiple shipping addresses for your customer, you will have the option to choose a different ship address.
The following fields are available to be filled in:
Sales Order # | Created if the field is left blank, and is assigned sequentially (if the last sales order was #15, this will be #16). |
Date* and Due | Today's date appears in the Date and Due fields (these can be changed manually). |
Terms | Assign terms to this sales order, if applicable. |
P.O. Number | Include a purchase order number if applicable. |
Ship Method | How the order is being shipped. |
Currency | Visible if Multicurrency is enabled. Currency cannot be changed. |
Sales rep | Assign a sales rep. |
Tags | Assign tags to this estimate. |
Opportunity | The opportunity this estimate is linked to. |
| Prevents the sales order from syncing to QuickBooks until a user unchecks this option and saves. If the Customer is a Lead, then the lead will automatically convert on save. |
| Flags the sales order in QuickBooks as "to be emailed"; group and email multiple sales orders in QuickBooks. |
| Flags the sales order in QuickBooks as "to be printed"; group and print multiple sales orders in QuickBooks. |
| Marks the sales order as closed. A sales order automatically becomes closed when all the items in the sales order are fully invoiced. |
Wait for approval before syncing
Sales Order Line Items
Line items are added to the sales order using the Line Items grid. Items available are taken from the Items App which is synced with your QuickBooks account. By clicking on a row, each column (other than the Amount and Invoiced QTY) can be edited to fill in details for each line item.
To add QuickBooks items to this sales order, add them directly in the grid. To add more lines, select the Add Lines button (not visible in image).
📌 Note: In many cases, a sales order is used to track materials needed to complete the job (e.g. a one hour plumbing job might require a new drainpipe and washers to complete, so the sales order tracks that information). You can also include service items, but many sales orders deal with product items.
📌 Note: Notice the Invoiced QTY field is read-only — that’s because there’s no invoice yet.
If you are viewing on mobile, adding new items is done via a separate screen.
⚠️ Note: Line items are not saved until you save the whole sales order. If you updated the line items and log out of your session, they will not be saved in the sales order.
Sales Order Total
Below the item lines grid, you will find the total as well as a few more fields to fill in:
Memo (Internal) | An internal note for yourself and other Method Users with access to this transaction. The memo is not visible to the customer. |
Customer Message | Message to appear on your estimate for the customer to see (e.g. "looking forward to your business"). This dropdown is only managed within QuickBooks desktop. To change the message, find Customer Message List in QuickBooks. |
Attachments | Add a file to this transaction. Attachments do not sync to QuickBooks. |
Taxes | The Sales Tax synced from QuickBooks. |
Customer Tax Code | The tax code assigned to the customer. |
Total | This total will not be calculated until you save the transaction. |
Sales Order Buttons
With the buttons, clicking the down arrow (
) will show you more options:
More Actions ( |
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Clear / New | Clear the form and create a new sales order. |
Delete | Delete the sales order. This cannot be undone. |
Make a copy | Copy the sales order. |
Create ( |
|
Create Invoice | This will create an Invoice from the sales order, copying the line items and and other transaction information. Only available if user has access to the Invoices app. |
Create Purchase Order | Generate a Purchase Order from this sales order. Only available if user has access to the Purchase Order app. For more information, see Convert Sales Transactions to Purchase Orders. |
Creates a pdf file of the sales order which you can print. Ensure your pop-ups are not blocked. The pdf is created using a template chosen within your app preferences. The PDF link created will expire within 5 to 10 minutes. You should not reference the link in any permanent document. | |
Send ( |
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Email the customer a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out. | |
SMS | Send an SMS to customer with a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out. Only shows if SMS is enabled in your account. |
Save ( |
|
Save & New | Save the sales order and clear the form to enter in a new sales order. |
Save & Back | Save the sales order and go to the previous screen. |