- A Sales Order is typically used for items that you normally do not stock or something that will be a one-time order.
- First you want to make sure that the Sales Order Preference is turned on. You get here by clicking on File > Preferences > Company > General
- Click the Customer Orders drop-down menu and select New Sales Order.
- This will bring you to the Sales Order screen. In this case, we are ordering a one time Batting Cage which is something this store does not normally stock. We created the item on the fly by adding it right in the Sales Order and priced it appropriately at $500.
- Since this is a Sales Order then Customer information must be entered.
- This is a special order so we will require a deposit. In this case it will be $200. We got to this screen by clicking the "I Want To" drop-down and selecting "Take Deposit/Payment." Once we have the correct deposit amount click OK.
- A couple things to point out here. Under Company Preferences you can require a deposit, suggest a deposit or do neither. It's very important that this preference is set properly based on your store policies. Secondly, since you are also using QuickBooks Financial on the back-end this customer deposit will be properly recorded in an account called "Due To Customer." This is our personal preference for the account name.
- We won't show you the Purchase Order and Receiving process in this instruction. But we will fast forward to the point that we have ordered and received the batting cage and now we're at the point of finalizing the sale. We have called the customer and she has come to the store to pick up her purchase.
- We click on the Order List icon on the Home Page to view the open Sales Order List. You can also see the Deposit Balance from this screen. After double clicking on the order you're back to Kristy's Sales Order.
- Now the fun part. Click on the "I Want To" drop-down and select "Sell Item(s)." Select the item from the Sales Order to come to the familiar Sales Receipt Screen. Here you can see the Customer information, total sales price including tax and most important the $200 deposit that was made in advance. So the total due now is $337.50.
- You would process the sales receipt like any other at this point. Kristy can pay by cash, credit or check since those are all allowable tendering options for this customer. We won;t show you the payment transaction here since that is in other instructional tips on our website.
It's that easy! You now know how to process a Sales Order and convert it into a final Sales Receipt.
I trust this information has been helpful. Come back often for more Tips & Tricks in QuickBooks Point of Sale.