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NFulton07
Level 1

Sales Orders from Estimates

Thanks in advance. Product is QB Premier Manufacturing and Wholesale Edition 2019. I'm looking to use an estimate to keep track of a large contract that we have. I am looking to make Sales Orders from the estimate to separate out ship dates. I am wondering if there is a way to track what items and quantities on the estimate have already had Sales Orders created and what has not (like it will show you when making invoices from estimates). Any help is appreciated.  

4 Comments 4
MaryJoyD
QuickBooks Team

Sales Orders from Estimates

You can create a sales order directly from an existing estimate, @NFulton07.

 

All items from the estimate are copied to that sales order.

 

Here's how: 

  1. Open the estimate that you've created. 
  2. Go to the Main tab and click the Create Sales Order button. 
  3. On the Create Sales Orders window that appears, check all the information.
  4. Click on Save & Close once you’re done. 

See this article for more information: Create a sales order

 

From here, you can now create an invoice out from that sales order, receive the invoice payment and record it as a bank deposit

 

Let me know if there's anything that you need. I'm always here to assist. Have a wonderful day!

NFulton07
Level 1

Sales Orders from Estimates

I am wondering if there is a way to track what items and quantities on the estimate have already had Sales Orders created and what has not (like it will show you when making invoices from estimates).

Ashley H
QuickBooks Team

Sales Orders from Estimates

Thanks for coming back to the thread, @NFulton07.

 

At this time, there's not a way to track the items and quantities when creating a Sales Order, however, we could run a Sales by Item Detail Report to see what type of transactions are associated with the items as well as the quantity sold. I'm going to submit feedback to our Product Development Team about bringing in a feature to allow this to happen within the Sales Order. In the meantime, here's how you can run the report in QuickBooks Desktop:

  1. Go to Reports at the top menu.
  2. Navigate to Sales, then Sales by Item Detail.
  3. You can edit the report by pressing the Customize Report button at the top-left of the report window. Choose what to Display and how to Filter the report, then hit OK to apply the changes.

This should provide you with the information that you're needing. If you have additional questions or concerns, please don't hesitate and reach back out to me! Have a beautiful day.

bdeaton
Level 2

Sales Orders from Estimates

I am having the same problem. Say we create an estimate for 5 different line items. The customer orders 3 of those 5. I create the sales order from the estimate and have to delete the other two line. Estimates should behave like sales orders do when you "create an invoice" from a sales order. It asks if you want to create from all items or select items. If you check the 3 items purchased to create the invoice when you look back at the sales order it shows that 3 of the 5 were invoiced. Estimates should be the same way. It should give you the option to create a sales order from the entire estimate or a select few. At this time, the open balance under Customer Center /  Transactions / Estimates is useless. It shows the total estimate and not what it left. This makes running estimate reports inaccurate.

This should be an easy fix since this exist for sales orders already.

 

Beth

 

 

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