I was thinking about this and realized Projects and Sales Orders should be separate.
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Sales Ordersare presented in customer currency, profitability of projects are normalized in base currency -
Sales Ordersare per customer. But there are multi-customer / multi-order projects too. For example, organizing a conference will have direct costs such as speaker fees, hotel venue etc and many customers. -
Sales Ordersimply you have to use sales invoices but there are businesses with projects where you are going to be making sales but not necessarily issuing invoices or managing accounts receivable.
So making Projects and Sales Orders combined would result in more limited system, not to mention over-complicating sales orders too.
So…
The purpose of sales orders will be
- Track whether ordered quantities to customers are being delivered
- Track whether amounts on orders are being invoiced
The purpose of projects will be
- Track profitability
Combining it would result in more limited system because now 1 sales order = 1 project which is not what many businesses need.
Yes - you’d be right. For businesses where 1 sales order = 1 project, then there is extra work because they have to create new project for each order (if they want to track profitability) but I don’t think that is such a big deal. And perhaps it’s even good because instead of having 1 complicated tab showing too much, they can have 2 less complicated ones. Not to mention, if you have staff managing orders but not necessarily want them to see profitability per order then you can assign user permissions as such.