When customers want to use your services, you can initiate their request from the Sales module in three ways:
- Quick Price – See the cost of products/services without entering a company.
Note: Any pricing tier or customer-specific discounts will not be shown here.
Quick Prices can also be converted into an estimate or an order later. - Estimates – Initial project cost and scope which can be converted to an order later.
- Orders – Official project cost and scope that the customer has agreed to.
Note: As you’re building your order, a draft will be auto-saved so that you can come back to finish it later.
1. To create a New Order, click the plus sign found under Sales/Orders.
2. Select the Customer from your dropdown menu or enter a new customer.
3. Give a short Description of the order to easily identify it.
4. Enter the Origination that led to this order creation, such as advertising, networking events, etc., to help maximize your marketing plan.
Note: You can choose to make this field required or not under Settings/Sales/Order Options.
5. Fill in the Customer Purchase Order number here if needed.
Note: You can choose to make this field required or not under Settings/Sales/Order Options.
6. Select the Salesperson, if any, that you want for this order.
Note: If you’ve set up options in Settings/My Business/Application of Employee Roles to require a salesperson on order entry, you will have to select a salesperson before saving the order.
7. Review the Order Due Date and time and make edits if needed.
Note: These will default to the order options you selected in the settings module.
8. Click Add Item to select items to add to this order.
9. Select an item from the list of Assemblies, Labor, Materials, and/or Quick Products, and click Add.
Note: The numbers above the component tabs indicate how many items you’ve selected.
10. Click Save As Order now or update additional options on the order before saving. Once you've saved a new order, any changes you make will autosave as you go.
Note: You may see an alert when you add your new line item. If so, review the issues and make changes then click on the exclamation mark to minimize the alert window. If you add an Assembly or a Quick Product, the Line Item Detail Modal will appear for you to review and edit information if necessary. 