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Sales Orders

Simplify allocating products from your stock or to be purchased.

Better sales order management

Allocate product from stock, submit a product request to the purchasing manager, or create a purchase order.

  • Stage product in bulk to save time.
  • Allocate non-inventory items, such as wire and cables.
  • See at a glance which of your parts have been ordered, staged, and delivered.

Sale orders integration with other modules

  • Create tasks from products.
  • Create deposit invoices, invoices for progress billing, and other invoices for the sold sales order.
  • Link multiple sales orders, which will allow you to do all of the product ordering, billing, and task creation from one sales order for efficient records keeping.

Create and track change orders efficiently

  • Change orders are nested into the original sales order.
  • Each change order is individually tracked.
  • Remove an item but keep the labor on the change order.
  • Automatically include items added by your techs in the field.
  • Bill change orders with standard line item billing or progressive billing.