Managed sales orders

This feature allows you to create a budget for an organisation and keep track of how much you have billed / how much work (financially) an organisation has ordered against that budget.

This feature first needs to be switched on at company level, on the accounts tab 'Managed organisation sales orders':

Once activated the feature can be switched on for organisations individually, in the settings tab of the organisation record:

This then gives an addition tab for on jobs for those organisations labelled 'Sales orders’, and on the organisation record itself.

From within the organisation tab you can generate new Sales Orders:

From with the job tab you can allocate and re allocate as well as generating new Sales Orders:

With this feature, it is possible to create and allocate a single sales order across multiple jobs & sales invoices. It is also possible to allocate multiple sales orders to a single job.