Simplifying and centralizing all the details
- Easily categorize your sales orders by type for fully flexible and customized organization
- Assign unique order numbers or create a custom numbering system that aligns with your business for easy tracking and searchability
- Add the customer tax ID number for precise tax calculations, compliance with regulations, and simplified tax reporting
- Set order dates, define delivery/lead time and easily input a due date to ensure timely fulfillment
Monitor progress for improved customer service
- Track sales order progress from Draft to Complete, managing milestones and delays for efficient monitoring and proactive resolution
- Associate related projects with sales orders to link key details to an order
- Assign a dedicated point of contact to manage the order, ensuring personalized assistance and boosting customer satisfaction
- Easily manage contacts associated with sales orders for seamless communication and relationship management
Financial visibility and control
- Quickly access detailed financial information including subtotal, tax, and total costs, ensuring informed financial decision-making
- Ensure tax compliance by utilizing the Tax Schedule for accurate calculations, transparent pricing and regulatory adherence
- Efficiently manage and detail sales orders by listing products or services as line items for added clarity
- Easily generate invoices using the Billings tab for seamless billing management
- Streamline sales commissions with the Commissions tab, to provide clear tracking and to incentivize sales performance
Sales Orders App Features
- Categorize the sales order by indicating its type and adding a detailed description
- Input a sales order number aligned with your business or automate a specific numbering system
- Input the customer’s purchase order number to confirm their intent to purchase specific products or services
- Notate the customer tax ID number to calculate tax liabilities, and comply with regulatory requirements
- Define the sales order creation date, input a Delivery/Leadtime and due date to establish a timeframe for completion
- Link a company and indicate a specific buyer to a sales order from the Companies and Contacts app
- If a sales order is spun from a Lead, simply associate a lead record to provide more details for a sales order
- Relate a specific project with which a sales order from the Projects app fo r more context
- View pricing and tax information associated with a sales order
- Specify individual products or services linked to a sales order
- Access detailed descriptions and specific details of each product or service
- Easily identify quantity, unit price, and applicable discounts or taxes for each item
- Choose parts from your Parts app to auto-fill part details
- Review all costs associated with a part or item for precise pricing
- Link milestones to line items to denote completion deadlines
- Track all invoices sent to customers for ordered goods or services to maintain thorough record-keeping
- Add descriptions to each invoice to add detailed information about the transaction
- Clearly indicate the billing and paid amounts on invoices for precise financial tracking
- Mark invoices as paid upon receiving payment
- Associate milestones with each invoice to signify key stages in the billing process
- Link a line item to each invoice for seamless tracking of billed products or services
- Track and manage all milestones and delays encountered while executing a sales order
- Use milestones to indicate key points or achievements within the sales order process that mark progress or significant events. Which may include:
- Production or procurement
- Installation or implementation
- Indicate delays that occur when disruptions prevent a sales order from progressing. Potential issues could be:
- Production issuesShipping or logistics delaysTechnical difficulties
- Customer-related delays
- Internal process delays
- Log compensation earned by sales representatives or agents for their role in securing and completing a sale
- Indicate a percentage of the total sales value or a fixed amount per sale to incentivize sales performance
- Select a salesperson that is associated with a Sales Order and add calculations according to a predefined commission schedule
- Capture and log notes from conversations held through emails, in-person meetings, phone or video calls
- Categorize conversations to gather insightful metrics on various types like cold calls, first touches, follow-ups, demos, and more
- Designate who was part of each conversation
- Attach and access specific files or notes associated with the outreach efforts
- Set up a multi-staged approval process with multiple participants or just a one-step approval to review proposed changes
- Label each stage of your approval process and assign who you would like to approve within that part of your process
- Set a deadline date for each approver so they are aware of when they need to approve
- Add members for full visibility into all comments, feedback, posts and key information of a change request to make well-informed decisions
- Send notifications and reminders to each approver, letting them know they are part of the approval process or to submit their responses
- Discuss ideas and thoughts regarding a Sales Order to get input from others in your organization in a dedicated area
- Add @mentions to message members and participants to directly send a Notification link to their Appward sidebar
- Like a post to acknowledge and notify the author of a post
- Attach documents, images, media and AppShare links to connect to any record in Appward
Related apps
Sales Orders works seamlessly with Appward apps and services so you can do much more.
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