Sales Orders

Create sales orders for a job and create a central location to manage a job. All relating documents from purchase orders to delivery notes will be stored here

See An Overview Of Your Sales Orders

This section forms the hub of the entire business process, with a comprehensive but straightforward navigation method linking all the relevant documents at the base of the form. All related Works orders, purchase orders, delivery notes and invoices are automatically filed against this job.

Contained within this screen are the details of the original budgets against the real-time financials relating to this job, allowing tight control of project costs.

Reports include:

  • Live Work in Progress (WIP) figure can be accessed from the SO Statii screen
  • Live profit figure per job
  • Measure value of business in any given period by customer, sector, department
  • Measure effectiveness of delivery performance and estimated against actual profitability.
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