Jobs and sales orders
Manage jobs and customer orders, linked to purchase orders, 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 orderCreate purchase orders from a job or sales order, choose a supplier for each item, set cost prices, and generate one PO per supplier.
- Create an invoice from a job/sales order for the full amountCreate an invoice for 100% of a job/sales order's value using an invoice pre-build, then see how much of the job has been invoiced.
- Create part/split invoices from jobs/sales ordersCreate part invoices from a job or sales order using a percentage, choose whether to keep line items, then invoice the remaining amount. You can also invoice different percentages for…
- 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 ordersCompare forecast and actual costs on jobs and sales orders to see running profit, report on them, and set how PO costs are calculated.
- 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 orderAllocate stock on hand to individual items on a job or sales order, including how to show the free stock column if it is hidden.
- Advanced items filteringHow to easily filter items for the PO/Allocated status, received, delivered and tags
- Labor columns on jobs/ordersUnderstand how forecast labor costs, actual labor costs and labor pricing are calculated on jobs and orders, and how to charge by hours worked.