This video goes through many of the options available in Fishbowl’s Sales Order module. New sales orders are initially set to the status of “estimate” so you can send them to your customers via email and make sure all of the information is accurate before you issue them. You can also check each customer’s balance to see if they are all paid up on previous orders.
It’s even possible to Quick Fulfill a sales order to rapidly skip through the pick, pack, and ship process. There’s a lot more to it, which this video quickly covers expertly.
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.