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Manage sales orders and backorders

Learn how to manage your sales orders and backorders in QuickBooks Commerce.

Managing sales orders from different sources can sometimes be challenging. In QuickBooks Commerce, you can integrate your eCommerce channels, so sales orders automatically flow into QuickBooks. This way, it can act as a central hub for your business, making it easier for you to review and make changes to your sales order.

Manage sales orders

When managing sales orders, the orders table is where you can see the details of all the sales orders from your channels. To add or remove columns, select the Gear menu, then select or uncheck the columns respectively. If you want to change the column arrangement, simply drag the column either left or right.

Note: If you want to check the sync settings between your eCommerce channel and QuickBooks Commerce, go to the Integrated Apps section, then select a channel. From the dashboard, you’ll see the current settings and can make changes if necessary.

Acting as the central hub for your business operations, once you integrate your eCommerce channels with QuickBooks Commerce, sales orders will automatically start flowing into QuickBooks Commerce. Use the following steps to review and make changes to your sales order.

  1. Go to the Sales Orders menu, then select Orders.
  2. Select the sales order you want to make changes to.
  3. Make the necessary changes.

Acting as the central hub for your business operations, once you integrate your online marketplace with QuickBooks Commerce, sales orders will automatically start flowing into QuickBooks Commerce. Use the following steps to review and make changes to your sales order.

  1. Go to the Sales Orders menu, then select Orders.
  2. Select the sales order you want to make changes to.
  3. Make the necessary changes.

Acting as the central hub for your business operations, once you integrate your Point of Sale system with QuickBooks Commerce, Sales Orders will automatically start flowing in. Use the following steps to review and make changes to your sales order.

  1. Go to the Sales Orders menu, then select Orders.
  2. Select the sales order you want to make changes to.
  3. Make the necessary changes.

Acting as the central hub for your business operations, sales orders will automatically flow in from the QuickBooks Commerce B2B eCommerce Platform. Use the following steps to review and make changes to your sales orders. Use the following steps to review and make changes to your sales order.

  1. Go to the Sales Orders menu, then select Orders.
  2. Select the sales order you want to make changes to.
  3. Make the necessary changes.

One of the benefits of creating sales orders manually is you have full control of the order. Use the following steps to create a manual sales order.

  1. Go to the Sales Orders menu.
  2. Select the Order section, then New Sales Order.
  3. Enter the names of the items you want to order in the item list field.
  4. Adjust the quantity, price, and discount accordingly.
  5. Select a customer from the customer list dropdown▼ menu. This also automatically populates the customer’s contact info field, but make sure everything is up to date and correct.
  6. Fill out the required fields.
    • Bill t o
    • Contact
    • Price list
    • Totals are
    • Ship to and Ship from
    • Issue date and shipment date
  7. Select Add a custom line item if you need to add additional charges.
  8. Select Create to commit stock to the sales order. Or, select Save Quote if you want to save the sales order as a draft.

QuickBooks Commerce Mobile gives you the flexibility to bring your catalog anywhere and everywhere. This lets you effortlessly create sales orders whether you’re at a trade show or a meeting with a potential customer.

QuickBooks Commerce Mobile gives you the flexibility to bring your catalog anywhere and everywhere. This lets you effortlessly create sales orders whether you’re at a trade show or a meeting with a potential customer.

Note: QuickBooks Commerce Mobile is currently only available for iOS devices.

  1. Open the QuickBooks Commerce Mobile app.
  2. Go to the Inventory tab. 
    Note: You can tap on Filter to view your filters, so you can easily find the item you’re looking for.
  3. Select the item and the variant your customer would like to purchase.
  4. Select Add to cart, then enter the quantity they’d like to purchase.
  5. Enter a discount if you’d like to, then select Add to cart.
    Note: If they’d like to buy or browse more products, repeat steps 2-5.
  6. After adding everything they’d like to buy, select the Cart tab.
  7. Select select a customer from the left sidebar. If the customer is not yet on the list, create a new customer.
  8. Select Save as Draft Order

Step 2: Finalize the sales order

  1. Go to the Orders tab.
  2. Open the sales order you want to commit stocks to.
  3. In the draft sales order, select Approve
    Note: This changes the sales order status from draft to active. Associated stock will be committed to the Sales Order at this time ensuring that you do not sell the variants to another customer.
  4. Select Edit if you want to make changes to the order attributes. If not, change the order status to Finalize so that it can be picked, packed, and fulfilled.

After creating the consignment location and transferring the stock to it, you can manually process sales from your consignees.

  1. Go to the Sales Orders menu.
  2. Select Order, then Create New Sales Order.
  3. Enter the consignment location as the ship from location.
  4. Enter the sold items at the consignment location in the sales order.
  5. Select Create.

Manage backorders

After enabling the backorder feature, you can create a purchase order from a sales order. This is extremely useful when you take pre-order or sell past zero on your digital sales channel. 

Note: Before you start creating backorders, make sure all products have a vendor added to their product details and all vendors have a default price list assigned.

  1. Go to the sales order you want to create a backorder for.
    Note: If the order requires a backorder, you’ll see a warning at the top of the sales order
  2. Select Create Purchase Order.
  3. Check if the assigned quantity and item number are correct.
  4. Assign a tag to the backorder so you can use them to filter through your orders later on.
  5. Select PREVIEW PURCHASE ORDERS to view the purchase order 
  6. Select CONFIRM BACKORDER to confirm the order, then CLOSE.
  1. Go to the Sales Orders menu.
  2. Select the Orders section, then the Orders to be Backordered tab.
  3. Select the boxes beside the sales order that you’d like to create backorders for, then select Backorder.
  4. Select PREVIEW PURCHASE ORDERS to review the order.
  5. After reviewing the order, select CONFIRM BACKORDER.
  1. Go to the Sales Orders menu.
  2. Select the filter tab.
  3. Select the Backordering Status so you can create filters for orders that are either already too backordered or partially backordered.
  4. Save the filter, then create the backorders in bulk.

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