# Finding items that are on sales orders

**URL:** <https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710>\
**Category:** Uncategorized\
**Created:** [July 19, 2017, 1:27am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710 "2017-07-19T01:27:08Z")\
**Posts on this page:** 11\
**Page:** 1

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**Author:** ![CoastalHobbies](https://avatars.discourse-cdn.com/v4/letter/c/977dab/32.png) [@CoastalHobbies](https://forum.manager.io/u/CoastalHobbies)\
**Post date:** [July 19, 2017, 1:27am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/1 "2017-07-19T01:27:08Z")

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I have customers place pre-orders for items when they are planned to be made.  
I need to know how many of an item I need to order to cover my pre-orders as well as what I want to have in stock.  
I also need to know who has an item on pre-order when it is finally available to sell.

My questions are:

1. When I am ready to order an item from the manufacturer, how can I generate a report or see how many of a particular item are on sales orders?

2. When I receive my order of an item, How do I know which sales orders contain that stock item so that I know to contact the customer or generate a sales invoice.

When you go to inventory items there is a column “Qty on hand”, it would be great if there was a column next to it that stated “Qty on sales order”.  
It would also be nice if you could then click on that figure and drill down to show each sales order that contained that stock item.

Maybe there is presently a way that I can do these but if there is, I can’t work out how.  
If not, I would like to request that the ability to do the above is implemented.

Thanks, keep up the great work 🙂

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [July 19, 2017, 2:06am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/2 "2017-07-19T02:06:58Z")

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> [@CoastalHobbies](#):
>
> how can I generate a report or see how many of a particular item are on sales orders?

You can’t, because sales orders are not financial transactions. So line items on them don’t appear anywhere.

> [@CoastalHobbies](#):
>
> When I receive my order of an item, How do I know which sales orders contain that stock item so that I know to contact the customer or generate a sales invoice.

You don’t unless you look at individual sales orders. Manager is not a production planning tool at present.

I’ve put your suggestion into the Ideas category.

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**Author:** ![CoastalHobbies](https://avatars.discourse-cdn.com/v4/letter/c/977dab/32.png) [@CoastalHobbies](https://forum.manager.io/u/CoastalHobbies)\
**Post date:** [July 19, 2017, 2:20am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/3 "2017-07-19T02:20:19Z")

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In that case, the sales order function isn’t very useful.

In my previous software you could do all that and also apply deposits against sales orders and effectivly make them a lay-buy. Once the deposits against the sales order met the total, it was released and invoiced out.

Can I at least generate a report or export data into excel so I can list all items on sales orders?

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [July 19, 2017, 3:00am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/4 "2017-07-19T03:00:59Z")

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No.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [July 19, 2017, 3:54am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/5 "2017-07-19T03:54:27Z")

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> [@CoastalHobbies](#):
>
> Can I at least generate a report or export data into excel so I can list all items on sales orders?

You can’t view line items across all orders yet. It’s a feature that will be implemented quite soon. This will go well with custom fields on line items so it will be possible to search them across all entries.

As for tracking fulfilled orders, I’m yet to decide on how to implement it.

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**Author:** ![AaiRIz](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/aairiz/32/5832_2.png) [@AaiRIz](https://forum.manager.io/u/AaiRIz)\
**Post date:** [July 19, 2017, 4:23am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/6 "2017-07-19T04:23:27Z")

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> [@lubos](#):
>
> As for tracking fulfilled orders, I’m yet to decide on how to implement it.

Just for Suggestion…  
Can we try it…As in Invoice (the status Column)  
I think Its easy to find which Sales order is completed and which is not by Status Column in that.. two heading (Pending and Completed) And Provide a color to easily Identifying as in Invoice.  
its just as per my Idea as per my limited knowledge.🤠 You batter know how to implement.😇

> [@CoastalHobbies](#):
>
> When you go to inventory items there is a column “Qty on hand”, it would be great if there was a column next to it that stated “Qty on sales order”.  
> It would also be nice if you could then click on that figure and drill down to show each sales order that contained that stock item.

good Idea…

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<div class="post-metadata">

**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [July 19, 2017, 4:25am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/7 "2017-07-19T04:25:40Z")

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That wouldn’t be very useful. If something doesn’t reconcile, you need to trace down the issue. This is why everything needs to be transactional. You just can’t have a switch to `Completed` from `Pending`. Not to mention, many orders can be only partially fulfilled or over-fullfilled. All this needs to be accounted for too if you want rock-solid order tracking.

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**Author:** ![AaiRIz](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/aairiz/32/5832_2.png) [@AaiRIz](https://forum.manager.io/u/AaiRIz)\
**Post date:** [July 19, 2017, 4:30am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/8 "2017-07-19T04:30:20Z")

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> [@lubos](#):
>
> Not to mention, many orders can be only partially fulfilled or over-fullfilled. All this needs to be accounted for too if you want rock-solid order tracking.

Yes you right.. In my previous suggestion… I don’t think on that partially or Over fulfilled orders…👍

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [September 5, 2021, 11:38pm UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/9 "2021-09-05T23:38:39Z")

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This has been implemented earlier this year so moving out of `ideas`.

On sales orders, there is now checkbox `Track quantity to deliver`

![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/c/a/cadb190619e227a63fe2b2c1bb2a127669452917.png)

This will give you new column under `Sales Orders` tab

![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/3/a/3a05356238de9fcfd6175542cad67ae7c1b02910.png)

It’s a simple ledger which consists of quantities on sales order which needs to be cleared by delivery notes.

This way you can track what items customer has ordered and what is pending to be delivered to them.

> [@How to find Pending Deliverables on Sales Orders](https://forum.manager.io/t/how-to-find-pending-deliverables-on-sales-orders/10650/31):
>
> You only invoice items after they leave a boundary, in example, it leaves your warehouse, any invoice should reduce your stock, while even if you accept payment in advance you must use proforma invoices

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**Author:** ![gerardo](https://avatars.discourse-cdn.com/v4/letter/g/4af34b/32.png) [@gerardo](https://forum.manager.io/u/gerardo)\
**Post date:** [September 6, 2021, 12:32am UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/10 "2021-09-06T00:32:45Z")

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Yet we do not have pending ítems yo receive from purchase orders

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 3:25pm UTC](https://forum.manager.io/t/finding-items-that-are-on-sales-orders/10710/11 "2023-01-18T15:25:36Z")

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