QuickBooks Tips > Advanced Features > What Sales Orders Are and When to Use Them
What Sales Orders Are and When to Use Them当你想记录你不能(或不会)立即完成的销售时, but you plan to do so in the future, you can't create an invoice just yet. This is where sales orders come in. 您可能永远不需要为客户创建销售订单. 也许你有一个以服务为基础的业务,或者你从来没有用完库存. 或者你只是不输入一个订单,除非你知道你有商品的库存. But if you plan to use sales orders, 你必须首先确保QuickBooks的设置能够适应它们. Open the Edit menu and select Preferences, then Sales & Customers. Click the Company Preferences tab to open that window. Figure 1: Before you can use sales orders, 你需要确保QuickBooks已经为他们设置好了. Sales Orders Are Required for Some Tasks以下是几种必须使用销售订单的情况:
警告:处理逾期订单可能很有挑战性. 事实上,使用库存跟踪本身可能会给您带来问题. 如果您的企业有足够的多种类型的项目,您希望使用这些QuickBooks功能, 让我们帮助您开始确保您理解这些相当复杂的概念. Creating a Sales Order在QuickBooks中创建销售订单实际上非常简单,类似于填写发票. Click the Sales Orders icon on the home page, or open the Customers menu and select Create Sales Orders. 图2:QuickBooks中的销售订单看起来很像发票. Click the down arrow in the field next to Customer: Job and choose the correct one. If you use Classes,从下拉的列表中选择正确的,并更改 Template 如果您创建了另一个想要使用的. Tip: Templates and Classes are totally optional in QuickBooks. 模板提供了包含不同字段和可能不同布局的表单的替代视图. Classes are like categories. You create your own that work for your business; they can be very helpful in reports. 如果您需要帮助理解这些概念,请致电办公室. 如果收货地址与客户主地址不同, click the down arrow in the field next to Ship To,然后选择已创建的替代you’或单击 The rest of the sales order is easy. 单击表中的字段,从下拉列表中进行选择, and enter data when needed. Pay special attention to the Tax status. 如果您还没有设置销售税并且需要设置销售税,请告诉我们. 当一切正确时,保存销售订单. 当您准备好将其转换为发票时,打开它并单击 Create Invoice icon in the toolbar. QuickBooks将询问您是否要为所有项目创建发票,还是仅为您选择的项目创建发票. 您还可以在打开的窗口中指定数量. 从销售订单创建发票时,可以选择订购的所有项目或一个子集.正如我们所说,销售订单很容易在QuickBooks中填写. But they involve some complex tracking, 在你尝试之前,你可能需要和我们安排一个疗程. 最好是提前了解它们,而不是稍后尝试解决问题. Previous Tip - Back to tips - Next Tip |