Sage 50 Accounts For Dummies® 2nd Edition

Chapter 10

Processing Sales Orders

In This Chapter

Creating a quotation

Writing up a sales order

Apportioning stock

Fulfilling orders

Generating invoices

Deleting and erasing orders

Sales order processing is available only if you have Sage Accounts Professional. If you don’t have this version, you can skip this chapter. However, the first section on quotations also applies to Sage Accounts Plus, so Plus users may want to read this section.

Sales orders occur when a customer requests some of your goods or services. In this chapter, I walk you through the steps for processing a sales order, from the moment a quote is confirmed through to allocating and despatching the stock and then issuing an invoice to the customer.

Giving a Quote

I don’t mean that your words are recorded for the enlightenment of the masses! In the business sense, a quotation is what you prepare when a potential customer ...