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Creating Sales Orders

A sales order documents the sale of an itemized list of recurring and non-recurring services to end customers. When a sales order's quote status is set to Active, the recurring services specified in the sales order are added to the customer record and activated, and a work order is created for the billable items (non-recurring services) specified in the sales order. Sales orders are not required to create customer recurring services or billable items and can be bypassed altogether. They are intended to serve as customer-facing documents.

Sales Orders are created using Service Billing > Sales Orders.

Note: Since sales orders are optional, we recommend learning how to use sales orders last, after you are familiar with the rest of the billing cycle.

Creating Work Orders using Sales Orders

A new sales order starts out with the Quote Detail Status set to Pending and the General Info Stage set to Quote.

  1. Add labor, parts, expenses, and general items to the sales order using the Items tab.
  2. Add recurring services to the sales order using the Recurring Services tab.
  3. To convert the sales quote to a sales order, set the Quote Detail Status to Active.
    • The General Info Stage will be immediate set to Sales Order, even before you save your changes.
  4. Save the sales order to confirm the conversion.