Customer:Job. Select your customer or job from the drop down list.
Class. Select from the drop down list if you use one.
Date. Enter date of Sales Order.
Item. Enter your item in the Item field from its drop down menu. Depending on the information you entered when you created your item, QuickBooks will populate the Description field and Rate field accordingly.
Description. This field will be populated automatically when you enter your Item field. You can change/add any detail if you want to.
Ordered. Enter the quantity of items ordered.
Rate. Depending on the type of item you select, this field will be automatically filled in.
Amount. QuickBooks automatically multiply the value you enter in the Ordered field with the value in the Rate field to yield the value here. But you can also change the value in this Amount field.
Tax. QuickBooks fills in Tax field with item’s taxable status you defined, and fills in the Tax box below the Amount column with the sales tax you defined in your customer record. It will automatically calculate the set tax amount.
Invoiced. Shows how many of the items have been invoiced.
Clsd. A checkmark means the ordered items has been closed, i.e. the Sales Ordered of the item has been invoiced or you don’t need the sales order anymore.
Customer Message. Enter your defined customer message or select <Add New> to add a new message.
Memo. Enter any text you which and remember that this text will not appear on the printed invoice, but does appear on statement.
Save & Close to save.
2. If you need to create an invoice from the Sales Order you just created, click the Create Invoice icon in the toolbar. You will be prompted with Create Invoice Based On Sales Order(s) window:
3. Select the first option Create invoice for all of the sales order(s) to create invoice from every item on the sales order.
4. Select the second option Create invoice for selected items to create partial invoice.
You will open Specify Invoice Quantities for Items on Sales Order(s) window:
You can then see how many quantities are available for your items – on hand, ordered, previously invoiced, & to invoice. To Invoice field are calculated automatically based on On Hand quantity.
You can check the box Show quantity available instead of quantity on hand to show how many items are actually available.
Click OK to bring up the invoice.
5. If you need to create Purchase Order from the Sales Order, click the Create Purchase Order icon in the toolbar to open Create Purchase Order Based on the Sales Transaction window:
6. Select Create purchase order for all allowed items to create PO from every item on your Sales Order you just created.
7. Select Create purchase order for selected items option to create PO from your item selection:
Checkmark the item you want to create PO and click OK to bring up the PO.