Overview of Sales Order Processes Video -
Duration: 42 min 59 Sec

Sales Order Work Flow Steps Document

Enter a Sales Order or Quote Document

Convert a Quote to a Sales Order Document

Fill and Unfill Sales Orders Document

Invoice Filled Sales Orders Document

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This video provides an overview of the Sales Order module which allows a business to track quotes and orders that are placed by customers. An order differs from an invoice in that the products/services have not been provided to the customer yet. When the products/services are provided, the order is then "filled". A filled order can then be invoiced. Invoicing an order deducts the quantities from inventory and also increases the customers balance for the amount of the unpaid order.