Method:Classic General Q&A

Re: Work Order/Sales Order

Marco — Mon, 16 Feb 2015 19:40:29 GMT

Hello Justin,

For me they should be the same, in fact in QB they are treated as the same. The only advantage I find in them being different is when related to recurrent work orders in the fact that if synchronized with QB all those future recurrent SO's (WO) would be affecting your inventory stock status by item report if date range selected is All.

Thanks,

Re: Work Order/Sales Order

Method_Justin — Mon, 16 Feb 2015 19:22:17 GMT

Hi Marco,

A Sales Order is an agreement for your customer to buy something off of you, which you may or may not currently have. It is generally used in a product-based business. Sales Orders are transactions and do sync between Method and QuickBooks, assuming that they're supported by your version of QuickBooks.

A Work Order is an order for products or services created internally to reflect a request on the part of a customer. Depending on the kind of product or service your business offers, your work order might express a wide variety of information: cost of a product, an hourly rate for service, discounts and taxes, and much more. Work Orders are based off of Activities since they typically involve a time and place that work will be done, and do not sync with QuickBooks as a result (though once you invoice then, the resulting invoice would).

Hope this helps.

- Justin

Work Order/Sales Order

Marco — Mon, 16 Feb 2015 18:51:44 GMT

In QB Work Orders are Sales Orders, but not in Method. For what I see WO's dont sync with anything in QB. What's the advantage of having it configured this way instead of WO being a SO by default?

Thanks,