The Sales Order module serves as the repository for customer orders that are awaiting completion - your work in progress. This is an important module which serves as a hub to which all related transactions are linked including Quotations, Purchase Orders, Work Orders, Delivery Notes and Invoices.

Depending on your settings, QuickEasy can restrict users to making Sales Orders for 'Active' customers only - ie. customers with an approved account of which the credit limit has not been exceeded. Being an integrated system, the QuickEasy Age Analysis combines outstanding Sales Orders (Work in progress) with outstanding Invoices to warn you when credit limits have been exceeded.

Sales Order items can be created from Quotes, Material items, Inventory items, Services or simply by entering a description, qty and amount for additional costs or author's changes. Sales Order items are satisfied as follows:

• Items created from Quotations: Sales Orders may contain items created from one or more manufacturing (printing) Quotations. These items require a linked Work Order to satisfy them. 
• Items created from Materials: These items are not kept in stock, instead they are ordered on a per-job basis using linked Purchase Orders. 
• Items created from Inventory: These items are kept in stock and Issued using a linked Inventory transaction. 
• Items created from Services: Outsourced Services are ordered using a linked Purchase Order and internal Services are scheduled for production on the QuickEasy Planning Board.

The Sales Order Status Bar provides the functionality for managing your work in progress and provides fields for Notes as well as for the Status, Location and Due Date of the Sales Order. In addition, Reminders can prompt users to follow up on pending Sales Orders.

QuickEasy allows you to do part deliveries and part invoices. Every Sales Order item, therefore, displays the outstanding quantity as well as the amount still to be invoiced. Once a Sales Order has been invoiced in full, users will be prompted to close the Sales Order. A Sales Order variance report can be used to compare the Sales Order total to the total of linked Invoices - this ensures that every Sales Order gets invoiced.

QuickEasy also provides the functionality to link files to Sales Orders, which may include everything from artwork files to scanned Delivery Notes. Linked files are copied to a designated folder which makes them easy to backup. Moreover, the linked files can be opened in their associated application directly from within QuickEasy.

Following are some screenshots illustrating the Sales Order functionality in QuickEasy. Click the thumbnails below to enlarge: