subject: How To Use Sales Orders, Work Orders And Layaways In Pos Quickbooks Software [print this page] With POS QuickBooks accountants are able to process Sales Orders, Work Orders and Layaways, which are in fact non-posting transactions that promise customers something in the future. Sales Orders are used when a particular client has ordered something that is currently not in stock, or in the case of a special order that you normally dont stock. Work orders are generally used for service work that has not yet been provided and Layaways are created when a customer has purchased merchandise but is paying incremental payments. The instructions on how to use these QuickBooks software features are below.
The ability to process these Customer Orders first requires a set up, after which you have the possibility to choose the initial deposit requirements in Company Preferences. Although you may use them for different means, the procedures are in general the same when it comes to creating customer orders, receiving deposits and finally selling the merchandise. From the home page click on Make a Customer Order and then choose which type of order you want to create and use. Including a customer name is mandatory, while entering an initial deposit is optional in some cases. If you are processing a layaway, it is important that you remember to remove the merchandise from the floor, because POS does not remove it from inventory until you actually sell it (thus you can avoid the situation when another sales associate might think the respective item is in stock).
Any deposits you accept from your customers will be entered in QuickBooks Financial in the Unearned Revenue account. This account should either be zero or include only customer deposits for products and services that have not yet been fulfilled. When the products have been received (Sales Order), the work has been performed, (Work Order) or the customer has picked up their merchandise (Layaway), it is important that you complete the sale and remove the product(s) from inventory. You can do this by adopting the steps. Go back to the original Sales Order, Work Order or Layaway by choosing the Sell From Order button on the home screen. By choosing the type of order you want, the list of orders will appear. Click to select your order and select Sell Item. After you enter the quantity of the product or service you want to sell, a sales receipt will be created, thus pulling the merchandise from inventory and allowing you to collect any additional funds that are owed. After you have generated the sales receipt, the customer sales order, work order or layaway is marked closed.
