Sales Orders

A sales order is a transaction that records a commitment to sell items or services to a customer. Sales orders don't affect your accounts until items ship or services are done.

For information specific to Not-for-Profit (NFP), see Pledge and Donation Management.

Recording sales orders helps you track the following:

• What your customer has ordered

• What must be pulled from inventory

• What you have already shipped

• What still remains to be shipped

After items on sales orders ship, you can turn the sales orders into invoices or cash sales to bill the customer. When you convert sales orders into bills, they automatically include the items, quantities, and prices, so you don't have to re-enter them.

Sales orders can be created in two ways:

• Create a sales order from an existing estimate.

  If you've entered an estimate that contains information about a potential customer order, you can convert the estimate into a sales order. NetSuite then uses the exact information from the estimate to create the sales order. You don't need to re-enter the information.

  For more information, read Converting an Estimate.

  To view existing estimates, go to Opportunities > Transactions > Estimates.

• Create a new, individual sales order.

  You can enter information onto a sales order form without an existing estimate.

  For more information, read Creating Sales Orders.

  To enter a sales order, go to Opportunities > Transactions > Sales Orders > New.

See Sales Order Entry Workflow Chart for more information about creating sales orders.

After creating and approving sales orders for items and services, you can view or process them at each stage to track order progress:

• Invoicing Sales Orders

• Viewing the Status of Sales Orders

• Creating Invoices or Cash Sales from Sales Orders

On the sales orders page, click View next to a sales order to view it. You can click Edit next to a sales order to make changes to the order.

General Notices