From purchase order to invoice
A customer's order comes in, is checked and approved, priced from their price list, then invoiced.
3 min readUpdated
Orders live under Sales orders. Each moves through the same stages, and you can see where it is at a glance. (An agency's new campaigns are checked the same way under Campaigns, on the To review tab.)
- 1
It arrives
Forwarded to your orders address, or uploaded. The customer, lines, quantities and dates are read.
Sales orders - 2
Someone checks it
Confirm what was read and approve it. Under separate duties, whoever brought it in can't approve it.
- 3
It's priced
Each line is priced from the customer's price list: quantity breaks, promotions and sales tax. Differences from the price on the PO are flagged.
Pricing - 4
It's invoiced
Post it to QuickBooks, or release it to invoicing if thruflow keeps the books.
Posting
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Related
- Orders & pricingPrice lists, quantity breaks and promotionsGive each customer their own prices and check every order against them automatically.
- Orders & pricingCredit limits and credit holdsStop new orders from customers who are over their limit or badly past due, before anything ships.
- QuickBooksPost to QuickBooks without duplicatesPreview exactly what will be written, post one or many at once, and retry safely if QuickBooks is slow.
- Email & documentsCheck what was readEvery value is shown where it was found on the page. Confirm the ones thruflow isn't sure of, fix any it got wrong, then approve.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.