Managing dates on Quotes, Sales Orders, and Invoices
Managing dates on Quotes, Sales Orders, and Invoices
Updated
by Tyler MacDonald
There are several dates that you can track and manage for transactions in shopVOX. This article will help you understand the different dates and how to change them to stay organized.
Quote Dates
Here's a list of the different dates you'll find on a quote.
Field
What is it used for?
Required?
Quote date
What date was this quote created?
β
Expiry date
What date does this quote become no longer valid? Once this date passes, shopVOX will automatically change the Status to "Expired"
β
Due date
Has your customer given you a due date of when these items need to be completed? When you convert to the Sales Order, we'll default the SO Due date to this date, if you enter one.
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In hand date
Traditionally used in promotional products, the In-hand date is when your customer absolutely has to have their items "in hand" or in their possession. This carries over to the Sales Order when you convert the Quote.
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Ship date
On what day do you need to ship the customer's items? This carries over to the Sales Order when you convert the Quote.
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Closing date
What date do you expect the customer to actually move forward with the Sales Order? This is used along with the Closing potential field for sales forecasting on the Business Intelligence dashboard.
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Customer PO date
What date is included on the Purchase Order you received from your customer?
Here's a list of the different dates you'll find on a sales order.
Field
What is it used for?
Required?
Order date
What date was this sales order created or converted on?
β
Due date
When does this order need to be completed?
β
In hand date
Traditionally used in promotional products, the In-hand date is when your customer absolutely has to have their items "in hand" or in their possession.
π«
Ship date
On what day do you need to ship the customer's items?
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Install date
What date are you planning to install the items on this Sales Order?
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Customer PO date
What date is included on the Purchase Order you received from your customer?
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Quick Tip: The Due Date field can mean many different things to different shops. It could be when the order needs to ship to meet the customer's deadline. If you're not shipping, it could be when the customer is going to pick the order up. Whatever the Due Date is for you, make it 100% clear to your entire team because it's such an important date within shopVOX.
Invoice Dates
Here's a list of the different dates you'll find on an invoice.
Field
What is it used for?
Required?
Invoice Date
What date was this invoice generated?
β
Invoice Due date
When is payment due on this invoice?
β
Ship date
On what date do you need to ship the customer's order?
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Customer PO date
What date is included on the Purchase Order you received from your customer?
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How to change dates on transactions
On the top toolbar, navigate to transactions
Select the Transaction type. For this example, we will choose "Quotes"
All of your quotes will appear. Select the quote you would like to edit
From the quote, you can edit the date in two different ways
Option 1: Click the Pencil at the very topThis allows you to edit the entire quote. Click "Dates" and select which date you wish to choose. Afterward, click "Update Quote"
Option2: Click the Pencil icon beside "Due Date"
Select the Date you wish for the Due Date, and the date will be updated
Updated
by Tyler MacDonald
