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Streamline your over-the-counter sales with instant invoice generation without creating a job.
by Joblogic MarketplaceThe Sales Order app is a game-changer in your part sales process. With the addition of a new “Sales Order” menu item to your Joblogic installation, the need to create a job for a direct sale to a customer is eliminated. This allows you to effortlessly create an invoice without the need for a job for every sale. Your staff will appreciate the time saved, and your customers will enjoy a stress-free experience when receiving direct sale invoices.
Key Benefit Include:
Create, edit, and track sales orders from one easy-to-use dashboard.
Maintain full visibility from order creation to fulfilment.
Convert accepted quotes directly into sales orders without re-entering details.
Link orders to specific customers, sites, and jobs for accurate record-keeping.
Add items from your product library or create one-off order lines.
Check stock availability and reserve items directly against orders.
Apply contract rates, custom pricing, or ad-hoc discounts per order line.
Automatically calculate totals, taxes, and margins.
Track part deliveries, backorders, and complete shipments.
Keep customers informed on fulfilment status.
Generate branded order confirmations in PDF format.
Attach supporting documents, specifications, or drawings to each order.
Push order details into your accounting software for invoicing.
Sync with stock and purchasing modules to maintain accurate inventory levels.
Monitor open, fulfilled, and cancelled orders at a glance.
Receive alerts for delayed fulfilment or out-of-stock items.
Analyse order volumes, margins, and fulfilment performance.
Filter by date, customer, product, or status for detailed analysis.
If you prefer reading, we’ve got you covered! Check out our User Guide here.
The Sales Order app is a game-changer in your part sales process. With the addition of a new “Sales Order” menu item to your Joblogic installation, the need to create a job for a direct sale to a customer is eliminated. This allows you to effortlessly create an invoice without the need for a job for every sale. Your staff will appreciate the time saved, and your customers will enjoy a stress-free experience when receiving direct sale invoices.
Key Benefit Include:
Create, edit, and track sales orders from one easy-to-use dashboard.
Maintain full visibility from order creation to fulfilment.
Convert accepted quotes directly into sales orders without re-entering details.
Link orders to specific customers, sites, and jobs for accurate record-keeping.
Add items from your product library or create one-off order lines.
Check stock availability and reserve items directly against orders.
Apply contract rates, custom pricing, or ad-hoc discounts per order line.
Automatically calculate totals, taxes, and margins.
Track part deliveries, backorders, and complete shipments.
Keep customers informed on fulfilment status.
Generate branded order confirmations in PDF format.
Attach supporting documents, specifications, or drawings to each order.
Push order details into your accounting software for invoicing.
Sync with stock and purchasing modules to maintain accurate inventory levels.
Monitor open, fulfilled, and cancelled orders at a glance.
Receive alerts for delayed fulfilment or out-of-stock items.
Analyse order volumes, margins, and fulfilment performance.
Filter by date, customer, product, or status for detailed analysis.
If you prefer reading, we’ve got you covered! Check out our User Guide here.