Sales order managementfor QuickBooks
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Ver el flujo de trabajo
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Ejemplo de configuración de EE. UU.
Convertir un presupuesto en pedido
Leer los pasos
- Lleva el presupuesto al pedido de venta vinculado y revísalo antes de confirmarlo.
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Flujo compartido
Imprimir un documento comercial
Leer los pasos
- Abre un documento guardado, usa la acción de impresión y revisa el PDF generado. Este ejemplo imprime un pedido de venta.
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Flujo compartido
Crear un picking desde un pedido
Leer los pasos
- Inicia el picking de almacén vinculado y confirma las cantidades seleccionadas para preparar el pedido.
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Ejemplo de configuración de EE. UU.
Facturar un pedido de venta
Leer los pasos
- Crea la factura vinculada, revisa las líneas y totales del pedido y completa la facturación.
Keep the commercial agreement in one place
A sales order records the customer, products, quantities, pricing and promised delivery information before the warehouse starts work. Confirmed orders provide the source for downstream picking, packing, shipments and invoices. Product descriptions and agreed-price snapshots keep those later documents anchored to the order rather than to a catalogue that may have changed.
See the difference between shipped and invoiced
Warehouse fulfillment and invoicing are separate progress dimensions. An order can be partly shipped, fully shipped but awaiting its invoice, or still carrying open lines. Stock reservations help protect the quantity allocated to the order. After confirmation, header and consumed-line protections prevent an apparently harmless edit from changing work that has already happened.
What to know before you start
Confirming a sales order reserves demand; it does not prove shipment or payment. Source-linked invoices preserve agreed prices, and consumed order lines cannot be casually rewritten.
Practical questions
Can an order be shipped in parts?
Yes. Smaller fulfillment tasks can cover part of the order while the remaining quantity stays visible.
Can shipping charges stay on the order?
Yes. Non-inventory service lines can represent charges, subject to role permissions and the protections on already-invoiced lines.
Continue the workflow
Stock reservations and availability
Distinguish physical stock from quantities already committed to sales, manufacturing and transfer workflows before promising or consuming the same goods again.
Warehouse picking
Turn selected sales-order or replacement demand into a picking task, with product, bin, lot and serial checks before the packing stage can proceed.
Sales invoicing
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.