Skip to main content

How to Create a Sales Order


Your desk phone rings..."Hello, I would like to purchase 4 of those fantastic products you just advertised!"  Now what?  Do you open a desk drawer and pull out an order pad?  Archaic option for sure.  Instead, login to your JBitPro ERP account and see if this customer is in your database, and if they aren't add the new customer!  Then start filling out his order using the Order module.

Creating the Order

  1. Login your JBitPro ERP
  2. Click on the Orders tab
  3. Click on Orders
  4. Click New
  5. Fill in the information about this Order, this is called the Order Header:

  6. Click Create
  7. If you need to adjust information in the Order's header, click Edit Header
  8. To add lines to the Order, click Add Line
  9. Fill in the information about the Item you are adding to the order, some information will be auto-populated:

  10. Your Order should look similar to the one below:
  11. When done, you can Print the order, or just click the blue Back button

Conclusion

Creating Sales Orders in JBitPro ERP is simple and is the gateway to managing your sales.  Once you have created some orders you will be able to run reports on those sales, as well as see a forecast based on previous periods.  This will empower you to make good business decisions and push your company to new levels!

Comments

Popular posts from this blog

Let's Hire a Consultant! Why that is a bad idea...

You're in the market for an ERP system.  You have narrowed your search down to 3 major brands, SAP, Oracle Netsuite, and SAGE.  You are reviewing the costs involved, and to this point are still unsure of which one to pick.  Each of those above have the same recurring problem that makes it very hard to decide which platform to go with.  They all have the same core benefits - the promise of making more money by managing your P&L closely, and automating the important tasks that keep your business alive.  But when you balance the cost vs the increased revenue it will bring, by reducing your losses and increasing your efficiency, you find that the increased revenue will cover the new ERP system.

This is where the ERP supplier has done their homework.  You need an ERP, and you need one now.  You start contacting the ERP providers on your list, and they all give you the sales pitch about what their system can do, over the other guys.  How much you will save by going with their option,…

10 Ways To Save Money Using ERP

If you are looking for reasons to buy an ERP to manage your business, and you need more information about the benefits, you need to read our new eBook.  Get your copy for FREE by simply clicking this link:  10 Ways To Save Money Using ERP

We know the difficulties associated with finding the right ERP system, and how expensive it can be to purchase the right tool.  Too many ERP vendors are taking advantage of businesses by charging outrageous prices.  Read the eBook for information you need to make the right choice.

Family Time is VERY Important!

It's the beginning of another new year, and you have a long list of things that you want to accomplish.  One of those things is more important than any of the others.  More important than making more money, more important than loosing weight, more important than exercising more.  What is important that these other goals, so much that it makes them seems small in comparison?  Spending more quality time with your family!  It is one of the most sought after goals around the world, year after year.  We say it every year "This is the year I spend more time with my family!"  And year after year we can't find the way for this goal to be accomplished.
The Problem... To accomplish anything in our lives we must take time away from other pursuits, and use that "bought" time to work on our goal.  Why is this a problem?  All of us have said these words at some point "...there just isn't enough time in the day..."  This is a common problem for anyone who is…