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.
Watch the workflow
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US configuration example
Turn an estimate into a sales order
Read the steps
- Carry the estimate into the linked sales-order workflow and review the order before confirming it.
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Shared workflow
Print a business document
Read the steps
- Open a saved document, use its print action and review the generated PDF. This example prints a sales order.
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Shared workflow
Create a pick from a sales order
Read the steps
- Start a linked warehouse pick and confirm the quantities selected for fulfillment.
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US configuration example
Create an invoice from a sales order
Read the steps
- Create the linked invoice, review the order-derived lines and totals, and complete the invoicing step.
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.