I have searched the forum and from what I understand “Sales Orders” is so far a partial (or preliminary) implementation in Manager.
I started to review this to see if I could use “Sales orders” for my present situation. I’ll explain below.
One of my Businesses (in Manager) is a Consultancy Services company. A business contract is typically on a “Fixed price” basis with various “Milestone” deliverables, which also triggers an invoice and partial payment of the project.
I was exploring if I could use “Sales Orders” to register signed Contracts with Customers. (A signed contract basically constitutes a Purchase Order from the customer).
An example below;
As you can see, I have added a “Customs Field” to be able to track “status” of this “Contract/order”.
What I think would be nice features to have in future Manager releases are;
- An “order Intake” report function, that would list “order Intake” over a selected time period.
- A way to be able to set “status” for individual Line Items in a Sales order. Basically in a case like mine, the contract constitutes a firm Purchase order for the complete project, however each “project milestone” is invoiced (and paid) at different time.
- It is already easy to trigger Sales invoices by using the “Copy to” (Sales Invoice) function, and then delete the line items that should not be included in a specific Invoice cycle. It would, however, be brilliant if such invoice would automatically change the status of appropriate Line items to “Invoiced”.
- When Invoice is paid (Money received), the status could yet again automatically be set to “Paid”.
- When selecting “Sales Orders” from Manager’s main menu, the list could then show the status of each Sales Order (e.g. “Open”, Partially Paid", “Paid in Full”) and when “Viewing” a specific “partially paid” Sales order you could see which Line Items that are outstanding.
- If something along the lines of 2-5 above would be feasible, the “order Intake” report (suggested in item 1) could be complemented with details about how much of each Sales Order/Contract that has been invoiced (and paid) and what the outstanding “Order Stock” would be.
These are just some thoughts for consideration and hopefully trigger a discussion to see if something like this would be feasible in the future…
If anyone has some ideas for another way by which maybe Manager already can do part of this I would be happy to get your input.