An Open Sales Order by Item report has been run and there are MANY items with very old dates on them. I cross checked in the Customer info and invoices were created for these items but did not turn SO into an invoice; therefore, lots of open SO. Is there a way to close multiple SO by Item # or do we have to individually close each SO? All of these SO are non-inventory items.
Yes, you can close old sales orders that weren't converted into invoices. While the option to delete them by bulk is unavailable, you'll want to run the Open Sales Orders by Item or Customer. Then, filter the report dates and double-click on the transaction to open it. Let me show you how:
From the Reports menu, choose Sales.
Select Open Sales Orders by Item or Customer.
Set the Dates and then click Refresh.
Double-click on the sales order.
Under the CLSD (closed) column, check each line item and then click Save & Close.
Click Yes to confirm the changes.
Go back to the report and double-click on the next sales order to close.
Feel free to check out this link for your reference in handling customer transactions: