Once an Estimate is approved, it becomes an Order. Orders are purchases from Customers that are in the creation process. Payment can be taken at this stage depending on the payment terms for the individual company or contact.
Important Information
- The Orders menu has three sections: Orders, Drafts, and Recurring Templates.
- The Recurring Templates section is part of a specific system package. If you would like to upgrade your package to include Recurring Templates, please contact sales@corebridge.net.
- For more information on the Drafts tab, please see Drafts Tab in Orders.
- For more information on the Recurring Templates tab, please see Recurring Templates Tab in Orders.
Table of Contents
To find all Orders, navigate to Sales / Orders.
Orders Tab
This tab contains all saved Orders and is organized to provide you with needed information quickly.
a. Order Number - unique ID number for the Order. Orders that have been moved to an Invoiced Status may have a different prefix depending on settings.
Note: Numbering and prefixes can be changed within Settings / Sales / Numbering Options or Settings / My Business / Locations under the Location Details tab within a selected location. These changes only apply to future orders and will not change the prefixes retroactively.
b. Company/Contact - which business or personal account the Order is for.
c. Description - basic representation of what the Order contains.
d. Salesperson - which member of your team sells to the customer.
e. Created Date - the date the Order was saved to your system.
Note: If the Order is being converted from an Estimate, the date here will reflect the date the Estimate was converted, not the date the Estimate was created.
f. Due Date - the date you or your team should have the Order completed by.
g. Total - total price for the Order.
h. Location - which location(s) will manage this Order.
i. Status - an update on the progress of the Order through the workflow.
Note: Orders can be found using the Search Bar or the Filter Icon. Once selected, the Filter Options menu can search using the Order/Invoice #, Employees, Company, Contact, Voided Date, Salesperson, Status or Location.
a. Filter Icon - select this icon to bring up the Filter Options menu.
b. Filter Options - select items from the drop down menus or from the checkboxes. This will display all Orders that fit the criteria.
c. Pin Icon - select this to make the Filter Option a default, meaning it will automatically apply when you open the Orders menu. Once an item is Pinned, it won't be affected by the Clear Unpinned Button.
d. Clear Unpinned / Clear All - use these buttons to remove filters. Clear All will remove all the filters, Clear Unpinned will only remove those that have not been Pinned.
Order Information
Select an Order, Draft, or use the Green Plus Icon to create a new Order in order to view the following information.
Top Bar - basic details about the Order.
a. Customer - includes the Company and Contact.
b. Order Description - representation of what the Order contains. This is customer-visible.
c. Order Origination - this explains how the customer found you. Select an option from the dropdown menu.
Note: Order Origination options can be managed by navigating to Settings / Sales / CRM Lists and selecting the Originations Tab.
d. Customer PO # - the unique ID number of the Purchase Order.
e. Salesperson - which member of your team sells to the customer.
Note: Items with a red asterisk are required fields. This can be managed by navigating to Settings / Sales / Estimate and Order Options, then selecting the Orders tab.
Pricing Bar
Includes pricing for the Order and can be expanded using the Green Arrow. Includes:
a. Subtotal - this is the total before any discounts, fees, or tax.
b. Order Discount - can be a percentage or amount. Select Order Discount to edit the discount.
c. Order Fees - any kind of fee that will be applied as part of Order process.
d. Pre-Tax Total - combination of Subtotal and Order Fees, minus the Order Discount.
e. Tax - the amount of Tax that will be charged on this order based on your settings.
f. Total - total amount owed.
g. Total Paid - this amount reflects any down payment or prepayment made by the customer. It is subtracted from the Total.
h. Balance - Amount remaining of the Total after any discounts or payments have been applied.
Note: Select Enter Payment to pay for the Order or Payment History to view all previous payments. For more information, please see Payment Methods.
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