Skip to main content

Sales

Managing sales

50 articles
CollaborateDiscuss, share files, and tag team members on any product, customer, supplier, or order, with everything kept in one place.

Sales Orders

Creating and Editing Sales OrdersBuild new sales orders or edit existing ones with full control over products, kits, labour, and pricing.
Order DetailsDetailed sales order view across order details, contacts, custom fields, and pricing.
Main Page (Sales Orders)Find, filter, and act on every Quote and Sales Order from one centralised view.
LabelsTag jobs with custom labels to filter and search across Order Details, Delivery Scheduling, Workflow, and the Planner.
Checklists (Sales Orders)Track tasks on quotes and sales orders, with reusable templates for recurring jobs.
Sales Order: TrackingTrack Labour on Submitted Sales Orders with greater granularity
Linking Sales OrdersEstablish relationships between sales orders and purchase orders to track related work in one view.
Sales Order TimelineSee every status change, action, and event that happened on a sales order, in chronological order.
Adding Drawings/Flashings to a Quote or OrderCreate flashing drawings on sales orders, with precise point-by-point editing and pricing pulled from the Product Catalogue.
Partial InvoicingGenerate progress invoices in stages, with full visibility of what's been billed and what's still owed.
Order ImporterImport line items onto a sales order in bulk from a CSV or Excel file, with pricing pulled from the catalogue or set inline.
Splitting Sales OrderSplitting a Sales Order will create a new, additional Order in a Draft Status
Custom ColumnsCapture shop-specific data with custom fields added to the Sales Orders table.
Sales OrdersThe following guides outline each part of the Sales Orders to support efficient and accurate operations
Quote DetailsDetailed quote view across order details, contacts, custom fields, and pricing.
Creating and Editing a QuoteCreate or edit quotes from the Dashboard, Sales Orders, Global Search, or a customer's record.
Quote Statuses and Action ButtonsHow a quote's status controls which actions are available at each stage.
Previewing, Printing, and Emailing a Quote or Proforma InvoiceThree ways to share a quote or proforma invoice with a customer: preview, print, or email.
Converting a Quote to an OrderMove an approved quote into an order to unlock invoicing, work orders, and delivery dockets.
Splitting a QuoteMove part of a quote into a new quote when only some line items are approved.
Changing the Customer on a QuoteReassign a quote to a different customer without recreating the line items.
Duplicating a QuoteCreate a new quote from an existing one for repeat orders or similar jobs.
Archiving or Cancelling a QuoteMove outdated or rejected quotes out of the active list while keeping them for record-keeping.
Order Statuses and Action ButtonsHow a sales order's status controls which actions are available at each stage.
Archiving OrdersMove outdated or completed sales orders out of the active list while keeping them for record-keeping.
ProfitabilityTrack estimated vs actual costs, invoicing progress, and labour and material margins for every sales order.
InvoicingThree ways to send an invoice to a customer: preview, print, or email.
Emailing an Order ConfirmationSend an order confirmation email with a secure link to the full order details.
Generating Delivery Docket and Work OrderGenerate Delivery Dockets and Work Orders instantly, with flexible layout options
Purchase ProductsCreate purchase orders straight from a sales order, with line items and suppliers pre-filled.
Splitting an OrderSplit Orders for partial approvals and staged order processing
Changing the Customer on an OrderReassign a sales order to a different customer without recreating the line items.
Duplicating an OrderCreate a new sales order from an existing one for repeat orders or similar jobs.
Converting an Order back to a QuoteConvert a sales order back to a quote to pause fulfilment or handle cancellations, without losing the original details.
FAQs (Sales Orders)Quick answers about access, views, custom columns, documents, and common troubleshooting on the Sales Orders page.