While sales orders are internal documents for sales teams only, invoices are financial documents for both the buyer and seller. Customers can use invoices for tax purposes as proof of a business expense. Sellers need to keep invoices for audits to confirm revenue and proof of tax collection.
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What are the benefits of sales orders?
Order documents can provide benefits beyond the sales and fulfillment processes, including:
Increased efficiency: When all the information for a sale is in america phone number list one place, you can process orders faster. What’s more, you can more easily track orders and keep an eye on timely and accurate deliveries. Integrating sales orders into your financial process can also help with better cash management and billing.
More accurate orders: Using separate or poorly defined procedures to process orders can lead to mistakes that frustrate customers and take time to fix. Using sales orders creates a single source of truth that leads to fewer errors, especially if you automate the process. Fulfillment teams can also use them to double-check orders before shipment.
Better inventory visibility: The order document makes it easier to track the products needed to fulfill an upcoming order. You can use them to make sure you have enough stock for all of your upcoming orders, ensuring no delays.
Improved customer experience: Delays and mistakes frustrate customers. When organizations create a smoother fulfillment process with order documents, customers are more likely to be satisfied.