Job/Sales Order
Manage Jobs/ Customer Orders, linked to PO's, Delivery Notes, Invoices and more
10 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
- Labor Columns on Jobs/OrdersUnderstanding how the labor columns work