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Sales Orders

Streamline your over-the-counter sales with instant invoice generation without creating a job.

by Joblogic Marketplace
Marketplace Thumbnail

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:

  • Enhanced Sales Management: Introduce a dedicated "Direct Sales" menu to simplify the process of creating and managing parts sales, with support for existing and walk-in customers.
  • Instant Invoice Generation: Automatically generate approved invoices using the same numbering convention for regular invoices, reducing manual effort.
  • Simplified Customer Handling: This option offers options to select existing customers or create sales for walk-in customers, with default settings for streamlined processing.
  • Flexible Parts Management: This feature allows users to select parts from a library or add new parts directly, and it tracks costs, quantities, discounts, and tax rates in detail.
  • Better Visibility: The "All Sales" submenu allows exporting sales data, printing views, and filtering sales by various criteria such as date and payment status for easy monitoring and reporting

01

Centralised Order Management

02

Customer & Quote Integration

03

Product & Stock Control

04

Flexible Pricing & Discounts

05

Multi-Stage Fulfilment

06

Document & File Management

07

Seamless Back-Office Integration

08

Status Tracking & Notifications

09

Reporting & Insights

Price available on Request

Marketplace Thumbnail

If you prefer reading, we’ve got you covered! Check out our User Guide here.

Version 1.0.0
Last updated

Categories

Quotations and Sales

Recommended for

Contract Manager

Service Delivery Team

Marketplace Thumbnail

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:

  • Enhanced Sales Management: Introduce a dedicated "Direct Sales" menu to simplify the process of creating and managing parts sales, with support for existing and walk-in customers.
  • Instant Invoice Generation: Automatically generate approved invoices using the same numbering convention for regular invoices, reducing manual effort.
  • Simplified Customer Handling: This option offers options to select existing customers or create sales for walk-in customers, with default settings for streamlined processing.
  • Flexible Parts Management: This feature allows users to select parts from a library or add new parts directly, and it tracks costs, quantities, discounts, and tax rates in detail.
  • Better Visibility: The "All Sales" submenu allows exporting sales data, printing views, and filtering sales by various criteria such as date and payment status for easy monitoring and reporting

01

Centralised Order Management

02

Customer & Quote Integration

03

Product & Stock Control

04

Flexible Pricing & Discounts

05

Multi-Stage Fulfilment

06

Document & File Management

07

Seamless Back-Office Integration

08

Status Tracking & Notifications

09

Reporting & Insights

Price available on Request

Marketplace Thumbnail

If you prefer reading, we’ve got you covered! Check out our User Guide here.

Version 1.0.0
Last updated

Categories

Quotations and Sales

Recommended for

Contract Manager

Service Delivery Team

What is the Sales Orders feature in Joblogic?
Who should use Sales Orders?
What can I do with Sales Orders?
Can I link a sales order to a job?
Can I partially fulfil a sales order?
Does it work with stock control?