Using our POS software to create Sales Orders

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 job date. Change the order of sales orders at the touch of a button. Sort sales orders by customer name, date of job, or city.

For convenience, there is a quick inventory look-up button inside the sales order search screen, and inside each sales order.

All of the same features of the sale screens apply to the Work Order screens, but a Work Order allows you to take down payments and hold it as an open order until the job 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.

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 by selecting the “Modify Customer” button. 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.

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.

Quickly add special order part numbers 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 inter-office e-mail notification that a special order part has been added.

When the customer pays for the order completes the sale, select the "Create Purchase Order" button to automatically add the item to the Wish List / Purchase Order. When you do this, the POS system automatically sends the information from the following fields to the purchase order — "In-house Memo," "Customer Name," "Date," "Items are Needed By," "Needed for Installation," "Service Call," "Delivery or Pick-Up."

Track warranty claims from the return of the merchandise through the replacement or repair of the item. Track the warranty claim with the vendor from the day the claim is made to receiving a replacement item or credit. Our inventory control procedure for warranty tracking updates your inventory with each step.

By customizing sales questions in the sales order screen, 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.

Based on the text selected, you are given A pop-up screen allows you to enter dates & times of jobs, directions to the customer's homes, and other information. You are prompted to ask customers a series of questions about their job. Based upon the answers, customized text is added to the contract.

You customize the questions, answer choices, and applicable contract additions related to each answer inside of the “Housekeeping” section of the program. This ensures all questions are asked and the important information is gathered for every sale and job. Print the questions and answers at the touch of a button so your in-field staff are informed of each situation.

Select the “Get Directions” button to generate a map to your custromer’s locations 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.

Request additional information about RB Control Systems