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Senior Explorer *

Sales Order box missing in Company Preference

Hi I installed QB Desktop Pro 2018, and tried to figure out how to create a sales order. Per the Help Topic Here , this is what to do to turn it on: 

 

  1. From the QuickBooks Edit menu, select Preferences.
  2. On the left pane, choose Sales & Customers then go to the Company Preferences tab.
  3. Put a check mark on the Enable Sales Order box then OK.

 

However, in my "Company Preferences", there is no such thing as "Enable Sales order" box!  :smileysad:

 

I found a screenshot online, guess maybe this is what it is supposed to be 

QB_Premier_2009_Prefs_Sales_and_Customers.jpg

 

But for me, the screen look like this: 

Screenshot.png

 

Anybody knows why it's missing? 

 

Any suggestion/advice appreciated! 

 

Regards

 

Solved
Best answer 11-30-2018

Accepted Solutions
QuickBooks Team

Re: Sales Order box missing in Company Preference

It's nice to have you in the Community today, @EPANCHAM

 

I appreciate the detailed information that you've given. I'm here to share some clarifications about why the Sales Order box missing in your Company Preference.

 

The option to enable the Sales Order is only available in QuickBooks versions Premier, Accountant, and Enterprise. However, if you wish to have this option, I'd suggest upgrading your QuickBooks to the higher version. To know more about the comparison of these versions, please check out this article: https://quickbooks.intuit.com/desktop/.

 

Also, to get assistance with the upgrading process, It'd be best to reach out to our Phone Representatives. They have the necessary tools to pull up your account and help you in performing the procedure.

 

To reach them: 

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Select the issue or topic.
  4. Click the Green Phone button to see the support number.

This should keep you moving today, @EPANCHAM. Please let me know if you have any other questions about this concern. I'll be around to help. Have a great day!

6 Comments
QuickBooks Team

Re: Sales Order box missing in Company Preference

It's nice to have you in the Community today, @EPANCHAM

 

I appreciate the detailed information that you've given. I'm here to share some clarifications about why the Sales Order box missing in your Company Preference.

 

The option to enable the Sales Order is only available in QuickBooks versions Premier, Accountant, and Enterprise. However, if you wish to have this option, I'd suggest upgrading your QuickBooks to the higher version. To know more about the comparison of these versions, please check out this article: https://quickbooks.intuit.com/desktop/.

 

Also, to get assistance with the upgrading process, It'd be best to reach out to our Phone Representatives. They have the necessary tools to pull up your account and help you in performing the procedure.

 

To reach them: 

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Select the issue or topic.
  4. Click the Green Phone button to see the support number.

This should keep you moving today, @EPANCHAM. Please let me know if you have any other questions about this concern. I'll be around to help. Have a great day!

Senior Explorer *

Re: Sales Order box missing in Company Preference

Ahhh, I thought the name "Pro" means having everything...  :smileyfrustrated: mea culpa... 

 

Anyway, thanks for the answer!

Not applicable

Re: Sales Order box missing in Company Preference

Hi there, not sure what you are using sales orders for but from what I have read in other post is that a sales order is a non-posting reminder of an upcoming sales. So if you have a sale and have received payment in-full, like an online order, then create a sales receipt. If you have a sale that is waiting for payment, the sale can be invoiced. Hope this helps.

Established Community Backer ***

Re: Sales Order box missing in Company Preference

You use Sales Orders to track that a customer has placed an order with you; they allow you to include the order in inventory reporting and availability reporting, for inventory management and delivery dates. This is Not the sale, but a tracking tool, similar to Estimates but more functional. It has nothing to do with sales receipt or invoice, because it is Planning and Tracking preliminary to the actual sale, which might be months later. And Sales Oders allow you to track Partial order fulfillment to the customers; from QB Desktop PC Retail and from Wholesale/Manufacturing, you can partially fulfill orders and track customer backorders. This also allows you to use the Sales Fulfillment Worksheet, which is a screen that shows all open orders by name and item, and the current status if the SO items are inventory, for you to selectively fulfill all in one session.

Not applicable

Re: Sales Order box missing in Company Preference

Very sad that this information was not provided on the comparison chart on the back of the PRO package I purchased. It really makes you wonder why Intuit left this off of the professional version, as it is a very basic function for tracking pending sales. Expensive upgrade just to acquire this basic function.

QuickBooks Team

Re: Sales Order box missing in Company Preference

Hi @DontLineUserNames,

 

Thank you for sharing your thoughts about the current content of Sales Orders in QuickBooks Desktop Pro.

 

But don't worry, I'll pass along your request to our product developers. This way, they'll know or your sentiments and your request for the Sales Order feature in QuickBooks Desktop Pro.

 

In addition, you can visit our QuickBooks Resource Center so you'll be updated with all the new features released in our software.

 

In case you need some tips and related articles for future use, you can check our QuickBooks Desktop Help Articles page for resources.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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