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Hello,
I am trying to put all things together on how to manage my working flow in QB.
The core question is which transaction type should I use to handle my (delivery) Orders in QB. I don't see an Order type, only Purchase order. However, I am Selling products, not Purchasing them so it's pretty confusing. Please advise.
I do not see any applicable apps to handle this automatically in the appstore as well. So if you know appropriate app please share the app name. Thanks.
The sales side has a work flow of estimate -> invoice or sales receipt. Estimates are non posting and basically a memo of what is planned to be done or delivered.
Keep in mind that QB is accounting, so delivery routes, etc are not its forte
You may need a shipping management app. Start exploring from this one
https:// mbsy.co/LzWNz
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