SALES ORDERS

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I cannot see any where to turn on Sales Orders in Accounts Plus - I have 2017 version installed. I know it was there when we bught the program many years ago - has it been removed from this version?
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Rosemary Wall

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Posted 1 week ago

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Robert Smeallie

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Hi Rosemary,

Reckon was sneaky in calling it the "Customer Centre" unlike MYOB which called it "Sales". If you open the Customer Centre you will see all of the Customer-related functions including Invoices, Statement Charges, Sales Receipts, Received Payments, Adjustment Notes (for Goods returned) and Refunds.

I hope that is what you were looking for.

Regards
Robert Smeallie
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Robert Smeallie

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You are right Rosemary. When I read your question it prompted me to add notes on creating Sales Orders in my Reckon User Notes and when I tried to follow the instructions in the Help file and I went to Preferences-Sales and Customers - Company Preferences  there was no Enable Sales Orders control! The other things I listed earlier were not Sales Orders related. So I now join with you asking the same question. How do I activate Sales Orders?

Robert Smeallie
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Robert Smeallie

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Hi Rosemary,

I tried creating a new company that was a Wholesaler, which would definitely need to use Sales Orders. I created the Inventory category which would involve Sales Orders in handling Back Orders, but when I tried to add Sales Orders to the Preferences -> Sales and Customers -> Company Preferences, there is still no sign of the Sales Order Checkbox. We can wait to see if Reckon gets back to us with a solution.

Robert Smeallie
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Rav, Community Manager

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Hi folks,
I just checked in with the team around this, there is no Sales order function in Reckon Accounts Plus and there hasn't been any feature removals so would be interested in the versions you've used previously?
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Robert Smeallie

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I was asked by another subscriber, Rosemary Wall, how to get Sales Orders back. I've only ever used Desktop Reckon Accounts Plus 2017 and 2018 and so I don't know when it was removed. It is still showing in the Help File as a function you can use and I can see some good reasons why it should still be included.

Yes I realise it isn't one of the most used features in Reckon Accounts but nevertheless it is an issue for Rosemary Wall and she has posted a question in the forum about Sales Orders, and I was trying to help her out.

Dare I say that MYOB has it still and some who have made the change to Reckon Accounting like me are wondering why it was removed.

Robert Smeallie
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Robert Smeallie

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Hi Rav,

Apparently MYOB AccountRight had it in 2014 and QuickBooks 10 had Sales Orders. I can see why it was deleted as it was seldom used, but it would have been handy keeping the feature available for handling Sales Orders that generated Back Orders which then created Purchase Orders for the required items. Rosemary had a problem with outstanding orders.

Robert Smeallie
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Rosemary Wall

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Hi Rav & Robert - yes we originally used Quickbooks and as time has gone on over the years and we have made our annual Licence renewal we have been transferred to the Reckon Accounts Plus program. We are a wholesale nursery and so inventory tracking was not something that we did (too many stock losses when you are producing live plants) but we have now decided that we need a way to track our stock against forward orders. I was hoping to be able to use the Sales Orders because it is the easiest way but if it is not there then I will have to sort my own little workaround using Invoices and maybe making everything worth zero and then going back and adding the correct prices whent he sale is complete so I don't get overdue accounts showing. If anyone has an easier brain storm - let me know. !