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FileMaker Pro sales order processing template ideal for:
• Workflow planning
• Resource planning
• Scheduling jobs
• Scheduling tasks
• Managing employee work
• Time management
• Apple Macintosh users
• Microsoft Windows users
• FileMaker Pro users
• FileMaker Pro developers

 
 
 
  Please email us if you have any questions about FileMaker Pro software, FileMaker customization or FileMaker templates.

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FileMaker sales order software
Sales Order Processing Software


JobPro's Sales Order Processing software handles each stage of the sales order process with ease. Everything is covered - from raising a quotation, issuing an order and ensuring stock availability through to dispatching goods and creating invoices.
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JobPro's sales order software acts as a focal point for the acceptance of a quotation or the placing of an order for products or services from a customer. It allows the creation of shipping notes for full or partial shipping of an order, as well as the creation of a sales invoice, without having to enter your custromer or order information a second time.

A sales order can be created with a simple click from any quotation in the Quotations module and can be set to update stock / inventory if required.


Features include:
• Creation from quotation
• Creation of Dispatch / Packing note & part Dispatch
• Creation of Invoice & part Invoice
• Changes to stock / inventory levels


View video

Sales order processing software
Sales orders entry screen


JobPro speeds up the sales order process. Create part or full dispatch / delivery notes and invoices automatically. Data is entered quickly and accurately providing employees with all the information they need to deal with customer orders quickly and efficiently.

Full-functioned Sales Order Management system for all sales of 'stock' and 'non-stock' items. Includes back orders reports that displays work in progress and value of that work or products to be completed.

Details for a sales order can be entered on a line by line basis or on a textual basis. Sales orders can be turned into sales invoices, purchase orders or shipping / dispatch dockets with the click of a button.


Sales order processing list screen
Sales orders list screen



Users can also link related documents for sales orders stored on a server or locally on the user's computer.

Track commission for every order based on the sale or profit amount or just on an entered value.

Sales orders can be printed or emailed (as a PDF) in any currency and in multiple languages including:
• English
• Dutch
• French
• German
• Italian
• Portuguese
• Spanish


Sales order processing options screen
Sales orders options screen

On the Options screen you can do the following:

Find sales orders...
In progress
Complete
Cancelled
Shipped but not fully invoiced

You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information.

Customer sales order reports...
Report by Company Detailed
Report by Company Summary
Report by Area Detailed
Report by Area Summary

Product reports...
Report by Product Detailed
Report by Product Summary
Report by Category Detailed
Report by Category Summary
Back orders report

Commission reports...
Detailed commission report by name - Found set of records
Summary commission report by name - Found set of records

For the current record
Print sales order
Print label
Create eMail
Create fax
Create letter
Create sales invoice (using current sales order)
Create purchase order (using current sales order)
Create dispatch (using current sales order)
Part invoice / dispatch (using current sales order)

For the found set of records...
Print mini list
Print labels
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