To create a sales order in Fishbowl, go into the Sales Order module, click the New button, and fill in all of the empty fields. Boy, that was easy!
Okay, there’s a little more to it than that. You can create a new customer or select one that is already in your system. You can also edit the billing and Ship To addresses, and link purchase orders to the sales order, if you want. Then add a product to the sales order from your list of inventory.
There are a whole bunch of other things you do in a sales order, and I’ll just let the video cover all of that. Enjoy!
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks, and small business. Fishbowl is the #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies.