you quickly access, review, and edit Sales Orders in QuickBooks. You
never again have to click through a long report editing each SO one at a
time again! Now you can choose a date range, and work with all of the SO's in that date range at once. A must have for any
business that works with high volumes of Sales Orders!
Need to clear out old SO's from your "To Be Emailed" or "To Be Printed" Send/Print forms list? Now you can check and
uncheck the "To Be Emailed" and the "To Be Printed" box on several Sales Orders at once.
You can use the Sales Order Manager monthly, quarterly, or annually to clean up
your Open Sales Orders list in QuickBooks! You can mark several Sales Orders closed at once, just select a date
range, and close any Sales Orders that are not fully received.
Do you have
closed/shipped SO's showing up on an Open SO report? This is a known
issue in QuickBooks, where sometimes the SO get's "damaged". The
solution is to edit and re-save the SO. The Sales Order Manager let's
you do this to many SO's at once instead of going through each one,
opening it, changing it, and re-saving it. (Click here to see Intuit's Support Article about this issue)
How does it work?
Open QuickBooks and open Sales Order Manager, then just enter the date range for the SO's that you would like to work with. You can choose to include or exclude Closed or Fully Shipped SO's. Then Sales Order Manger will show you a list
of all of the SO's in QuickBooks that meet your criteria. Just
edit the SO's that you need to change, and then click Update
QuickBooks to send your changes back to QuickBooks.