Using our POS software to create Sales Orders, Service Orders and Contracts
View a list of all open sales orders at a glance or select a particular category of sale to quickly find a sales order. The listing shows Type/category of sale, customer name, customer phone number, balance owed, due date, and more. Change the order of sales orders at the touch of a button. Customize the order and size of the columns and sort sales orders by multiple criteria.
For convenience, there is a quick inventory look-up button inside the pending sales order screen, and inside each sales order.
All of the same features of the sale screens apply to the Sales Order screens, but a Sales Order allows you to take down payments and hold it as an open order until the sale is complete and paid in full.
Sell any merchandise kit by typing in one part number. If you sell a merchandise package, you can customize a kit on the fly that is preset in inventory. Use the Insta-Kit™ feature to ensure that your staff includes all they should when creating a kit on the fly. Great suggestion selling tool!
Create quotes and convert them to sales orders instantly. You can modify the quotes and sales orders as necessary.
Create sales order templates for unlimited types of revolving service. Select the appropriate template for the customer, and the sales order is automatically created when they are scheduled for service.
Modify customer information inside sales orders. You have full access to the customer’s information instantly. When you save or quit the customer screen, you are taken back to the order you were working on.
Convert sales orders and service orders to Accounts Receivable at the touch of a button.
Create an unlimited number of different labor "parts" for sales orders. You can customize a description of labor "on the fly" each time you want to expand on a job description.
Quickly add special orders through a sales order. Select to have the part number automatically applied to the sales order. When your staff adds a special order part to inventory, you will receive an automatic inner-office e-mail notification that a special order part has been added. Then select to automatically add the item to the Wish List™ / Purchase Order. When you do this, the POS system automatically sends the customer name, date and transaction number to the purchase order.
Track warranty claims from the return of the merchandise. Our inventory control procedure for warranty tracking keeps you informed every step of the way.
Print 8 1/2 x 11 contracts from the sales order screen or print small cash register receipts if you are taking a payment from a customer. Select from a list of text to print a customized contract on the sales order for the customer’s signature at the time of the sale. Your business logo prints on every sales order.
Our exclusive Smart Contracting™ feature allows you to customize sales questions in the sales order screen to ensure that your staff will remember to gather all necessary information when selling big ticket items. At the touch of a button, all of the information concerning their job and the appropriate custom contracts are added to each Sales Order.
Connect instantly to the Scheduler at the time of the sale. Send the service or job to the schedule holding bin or place it directly on the schedule.
Select the "Get Directions" button to store directions to your customer’s location instantly. Once directions to the customer’s location are added to a sales order, they are automatically saved in the customer’s profile, for future reference on service calls and deliveries.
