Sales Order Workflow


Converting an Estimate into a Sales Order

Converting an estimate into sales order

Sending a Sales Order to your Customer

Sending a sales order

Sending a sales order

Converting the Sales Order from Draft to Open Status

Converting sales order to open

Converting a Sales Order into Purchase Order

When you are out of stock and not able to fulfil the order placed by your customer, you can always convert the sales order into a purchase order and send it to a vendor to purchase the items.

Converting sales order to purchase order

Converting a Sales Order into an Invoice

Converting sales order to invoice

Converting sales order to invoice

Partially Invoicing your Sales Order

If you are out of stock for a part of the items in the sales order, you can always convert it into an invoice with the available items. In this case the sales order will change its status to Partially Invoiced

For the remaining items which are out of stock you can convert your sales order into a purchase order to purchase the items from a vendor.


Other Actions
Back to Sales Order Overview

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