Committed Sales Order
Once a customer commits to a bid /estimate the system will start a workflow to fulfill the order. This may be just pulling the item from the inventory and delivering it to the customer, or it may be the start of a lengthy fabrication process. Either way you can track and document each step in the process through the other modules of the software.
Information about your customers will be saved and bid/estimates and orders will be logged so you will know exactly the customer history and preferences. You will be able to track and report on all your customers and create educated forecasts and not just guesses.
The software will allow you to create and document multiple. To add a shipment, select “Add” and select the items to ship. If you need to fulfill the order with multiple shipments, you can add as many as needed. It will create a pick list for each order and update your inventory when the order is fulfilled.
You can create and save an invoice for the customer. Multiple invoices are accommodated as needed. You will be able to view reports and reconcile your books as needed.
