All Collections
Job/Sales Order
Manage Jobs/ Customer Orders, linked to PO's, Delivery Notes, Invoices and more
9 articles
Creating an Automated Message to notify your customerIt's easy to let your customer know when a Job/Sales Order has moved to a status, such as "Ready to Dispatch"
Creating a Purchase Order from a Job/Sales OrderPurchase Orders can be created for multiple suppliers with one click
Create an Invoice from a Job/Sales Order for the full amountCreate a tax invoice for 100% of the value of the Job/Sales Order
Create a Part Invoices From Jobs/Sales OrdersUse Zigaflow to manage your deposit and part invoices
Create Delivery Notes for part and full deliveries (not involving inventory)Where you are not using stock or it it is being shipped directly to the customer
Tracking Costs and Profit on Jobs/Sales OrdersTrack forecast against actual costs to monitor profitability
Setting the Actual Cost to the ForecastWhen creating a job/sales order from a quotation or when adding an item, the actual can be set instead of defaulting to zero
Allocate stock to individual items on a Job / Sales OrderLearn how to quickly allocate stock to your Jobs or Sales Orders
Advanced Items FilteringHow to easily filter items for the PO/Allocated status, received, delivered and tags