QuickBooks POS: Sales Order, Work Order and Layaway Preferences & Settings

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  • Опубліковано 10 лют 2025
  • QuickBooks POS: Sales Order, Work Order and Layaway Preferences & Settings
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    QuickBooks POS Customer Order Settings:
    Initial Deposit
    Select how you want to handle the initial order deposit. Subsequent deposits can be for any amount:
    Do not require or suggest an initial deposit: [X] = If selected, no initial deposit is required or suggested when you create a new order.
    Suggest an initial deposit:
    [X] = If selected, an initial deposit amount is suggested for each new order. Enter the percentage of the total order amount that you want suggested as the deposit amount. When taking the deposit the suggested amount is auto-filled, but can be changed or deleted, at your discretion.
    Require an initial deposit:
    [X] = If selected, an initial deposit is required for the order. Enter the percentage of the order total to be required. When taking the deposit the required amount is auto-filled. You can enter a larger amount, if you wish, but you cannot reduce or delete the required amount.
    Order Status
    There are three default statuses for use in the Status field on customer orders:
    Open is automatically assigned to every new order.
    Closed is automatically assigned to the order once all listed items have been sold on a receipt.
    Pending should be assigned to orders used to give estimates or quotes to customers, where the items are not yet committed to sell. Pending orders are not included when Point of Sale calculates available quantities.
    You can change the name of these statuses, add new statuses, and arrange the order they appear in the Status field drop-down list on order forms. Learn more.
    Printed Message
    Enter text to print on the bottom of every order.
    Document Numbering
    By default, orders are numbered sequentially, starting with 1. You can use this preference page to specify text or a POS field that should precede the sequential number or to change the starting number.
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    QuickBooks POS: Sales Order, Work Order and Layaway Preferences & Settings
    QuickBooks POS software this tutorial discusses some of the company and workstation user preferences in QuickBooks Point of Sale. POSprostore offers QuickBooks POS training and support and help through a variety of channels
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КОМЕНТАРІ •

  • @kellykappl3452
    @kellykappl3452 2 роки тому

    Can any of these used like a quote or estimate for a customer

  • @gfr3389
    @gfr3389 2 роки тому

    I NEED HELP!!!!!
    I work for a small business that uses quick books pos system and our bookkeeper is not very helpful on how to properly OPEN a lay a way. Can you please send me a link to a video on how to open a lay a way or do a video on how to?
    Thanks

  • @JoTheTechie
    @JoTheTechie 3 роки тому

    How do I convert a work order to an invoice?