Sales Orders
37 articles
- 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.
- Configuring how much detail appears on your invoicesUse invoice display modes to control the level of detail your customers see on invoices, partial invoices and proforma invoices.
- Dollar-Based Markups and DiscountsYou can now enter markups and discounts as a flat dollar amount ($), not just a percentage — on every line item and on the order total.