Having your finger on the pulse of open, yet unshipped orders is a metric that makes sense for many businesses.
How can QuickBooks help with that?
The open sales order report is one place to start.
THE OPEN SALES ORDER REPORT
Sales orders are different than estimates/quotes in QuickBooks. Here is how I look at them:
- Estimate/quote - a potential sale you hope to get in the future
- Sales order - a sale that you have closed that you hope to ship in the future
- Invoice - a sale that has shipped that you hope to get paid on in the future
Once you start using sales orders in QuickBooks, it's easy to run the report by clicking Reports > Sales > Open Sales Order by Customer report
You'll get a screen that looks like this:
The amount column represents the original value of the sales order and the open balance represents the value of the order that has not yet shipped. Scroll down to the bottom of the report, and the total line presents you with a list of your order backlog in $ at a glance.
In addition, you can customize this report to show you the estimated ship date of each order as well to quickly and easily see what order is due when!
- What is a sales order in QuickBooks and how can it help your business?
- How to combine multiple sales orders into one invoice in QuickBooks
- How to easily duplicate an estimate, sales order or invoice in QuickBooks