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Stan from CloudBusiness
Level 3

How can I manage my delivery orders in QB?

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.

2 Comments 2
Rustler
Level 15

How can I manage my delivery orders in QB?

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

Fiat Lux - ASIA
Level 15

How can I manage my delivery orders in QB?

@Stan from CloudBusiness 

You may need a shipping management app. Start exploring from this one

https:// mbsy.co/LzWNz

 

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