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Direct Sale
The Direct Sales module streamlines over-the-counter transactions by integrating them directly into the Joblogic Back Office, enabling efficient customer selection, inventory management, and invoice generation.
by Joblogic Marketplace
The Direct Sales feature is designed to facilitate fast and efficient over-the-counter transactions directly within the Joblogic Back Office. By introducing a dedicated "Direct Sales" menu, users can seamlessly manage customer details, part selection, and invoicing processes. This module ensures that each sale is automatically logged as a job, enhancing traceability and record-keeping.
Key Benefits Include:
- Streamlined Transactions: Enables fast and efficient over-the-counter sales directly from the back-office system.
- Integrated Inventory Management: Tracks stock levels, locations, and issued quantities to maintain inventory accuracy.
- Flexible Customer Handling: Offers options for existing customers, walk-in customers, or adding new customer details on the fly.
- Comprehensive Job Logging: Automatically creates and tracks jobs for every direct sale, ensuring full visibility and reporting.
- Customizable Pricing: Supports library-based part pricing and on-the-spot adjustments for non-library parts.
- Accurate Invoicing: Generates invoices instantly, including detailed line items for parts, discounts, and taxes.
- Enhanced Reporting: Provides insights into sales patterns, part usage, and customer preferences for better decision-making.
01
Dedicated Direct Sales Menu
Access over-the-counter sales functionality directly from the Joblogic Back Office.
User-friendly interface for quick navigation and minimal clicks.
02
Flexible Customer Handling
Sell to existing customers, walk-in customers, or add new customers instantly.
Default “Direct Sales” customer and site for quick transactions.
03
Integrated Parts Management
Choose parts from your library or add non-library parts on the fly.
Toggle “Issue from Stock” with location and rack/shelf selection.
Automatic stock checks to prevent overselling.
04
Comprehensive Pricing & Discounts
Fetch selling rates from customer configurations or parts library.
On-the-spot pricing adjustments for non-library parts.
Apply per-item discounts and tax rates, with the ability to add new rates instantly.
05
Instant Job & Invoice Creation
Every sale automatically creates a completed job for full traceability.
Generates invoices instantly with mapped line-item details for parts, discounts, and VAT.
06
New Direct Sales Job Type
Unique job type with its own prefix for easy tracking and reporting.
Filters and wild search updates in the All Jobs screen for quick reference.
07
End-to-End Traceability
Links every sale to a job record, costing screen, and audit trail.
Material section updates with full cost, sell price, and tax breakdowns.
08
Enhanced Reporting
Track total sales, customer types used, parts from library vs. non-library, and invoice counts.
View usage metrics by company size, industry, and top customers.
Price available on Request
To read our handy guide, click here. Alternatively, watch our video guide here.
Version
1.0.0
Categories
Quotations and Sales
Service Delivery
Recommended for
Service Delivery Team
Finance Team
You May Also Like
The Direct Sales feature is designed to facilitate fast and efficient over-the-counter transactions directly within the Joblogic Back Office. By introducing a dedicated "Direct Sales" menu, users can seamlessly manage customer details, part selection, and invoicing processes. This module ensures that each sale is automatically logged as a job, enhancing traceability and record-keeping.
Key Benefits Include:
- Streamlined Transactions: Enables fast and efficient over-the-counter sales directly from the back-office system.
- Integrated Inventory Management: Tracks stock levels, locations, and issued quantities to maintain inventory accuracy.
- Flexible Customer Handling: Offers options for existing customers, walk-in customers, or adding new customer details on the fly.
- Comprehensive Job Logging: Automatically creates and tracks jobs for every direct sale, ensuring full visibility and reporting.
- Customizable Pricing: Supports library-based part pricing and on-the-spot adjustments for non-library parts.
- Accurate Invoicing: Generates invoices instantly, including detailed line items for parts, discounts, and taxes.
- Enhanced Reporting: Provides insights into sales patterns, part usage, and customer preferences for better decision-making.
01
Dedicated Direct Sales Menu
Access over-the-counter sales functionality directly from the Joblogic Back Office.
User-friendly interface for quick navigation and minimal clicks.
02
Flexible Customer Handling
Sell to existing customers, walk-in customers, or add new customers instantly.
Default “Direct Sales” customer and site for quick transactions.
03
Integrated Parts Management
Choose parts from your library or add non-library parts on the fly.
Toggle “Issue from Stock” with location and rack/shelf selection.
Automatic stock checks to prevent overselling.
04
Comprehensive Pricing & Discounts
Fetch selling rates from customer configurations or parts library.
On-the-spot pricing adjustments for non-library parts.
Apply per-item discounts and tax rates, with the ability to add new rates instantly.
05
Instant Job & Invoice Creation
Every sale automatically creates a completed job for full traceability.
Generates invoices instantly with mapped line-item details for parts, discounts, and VAT.
06
New Direct Sales Job Type
Unique job type with its own prefix for easy tracking and reporting.
Filters and wild search updates in the All Jobs screen for quick reference.
07
End-to-End Traceability
Links every sale to a job record, costing screen, and audit trail.
Material section updates with full cost, sell price, and tax breakdowns.
08
Enhanced Reporting
Track total sales, customer types used, parts from library vs. non-library, and invoice counts.
View usage metrics by company size, industry, and top customers.
Price available on Request
To read our handy guide, click here. Alternatively, watch our video guide here.
Version
1.0.0
Categories
Quotations and Sales
Service Delivery
Recommended for
Service Delivery Team
Finance Team
You May Also Like
What is Direct Sales in Joblogic?
Who should use Direct Sales?
What can I sell using Direct Sales?
How does Direct Sales work in Joblogic?
Does Direct Sales update my stock levels?