Optimize Your Sales Order Process for Customer Support

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welcome back dear OD doers in this video we will learn about creating customer invoices from sales orders here at Bloom we've been selling so many plants and plant accessories and it is time for us to invoice our wholesale customers fortunately ODU makes that really easy so let's take a look in our database so the first thing we're going to do is go into our sales app we can see our list view here of all of our quotations and confirmed sales orders and we're just going to start by creating a new quot ation and this is for our friends over at Green Thumb Growers and we want to keep this sales order nice and organized for them so we're going to add sections the first one will be for plants and in there we are going to have our succulents and then we'll add a section for our supplies of course they want our beautiful garden gnomes who can blame them they're incredible they're friendly they make your garden pop and we'll also have some gardening gloves and we'll just adjust the quantities for each of these they wanted four succulent Arrangements six garden gnomes and five pairs of gloves so you can see now once we confirm that some of these lines have different colors the garden gnomes are blue because they are invoiceable already whereas the other two lines are not yet invoiceable the reason for that is the invoicing policy so if we look at our Gomes you'll see we have the invoicing policy set to ordered quantities rather than delivered quantities like the other two products that means that no matter how many we've actually delivered yet we're ready to go ahead and invoice for all six of these so let's do just that we're going to create an invoice and we have a few options here we have the first option of creating a regular invoice which is just going to invoice for any line that's already invoiceable or we have our down payment options we can down have a down payment of a percentage or a fixed amount but for this we'll just use the regular invoice we'll create that draft and we can just quickly and easily confirm now when we go back to our sales order you'll see that all the lines are black because nothing is invoiceable we still have the option to create an invoice but you'll see it's only for a down payment because no line is invoiceable what if you try to make a regular invoice stus uh with no invoiceable lines that's a good question let's take a look so we can try selecting regular invoice and create draft invoice and you see we get an error that's because ODU recognizes that we don't have any invoiceable lines so it gives us a clear easyto read message that explains why there there's an error I always tell new OD doers not to be afraid of error messages in Odo they exist to explain what went wrong and get you back on track so we'll close this and not create an invoice just yet because first we want to deliver our products we'll validate the delivery order go back to our sales order and now we see that the succulent and the garden glove lines are both blue because they're ready to be invoiced now that they've been delivered we can create an invoice just a regular invoice for these and you'll see that the invoice actually inherits that same structure from the sales order so it's nice and organized beautiful just like the sales order was we'll go ahead and confirm this invoice and the last thing we wanted to look at is how we can confirm multiple invoices all at once or how we can create them from sales orders so what I'm going to do is just select these in or these sales orders that are not yet invoiced and we are going to go action and create invoices here we have the option for Consolidated billing if that's selected any sales orders that go to the same customer are going to be grouped into a single invoice if we don't want that it's as simple as deselecting that option and we can create draft invoices now that we know how to issue customer invoices directly from our sales orders we're sure to save so much time from our old system where we had to create the invoices from scratch this has been your pal and I'll see you in the next one