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

Why Choose Managed IT Services?

Why would anyone want to hire a IT consultant to handle complex technology needs for their business?  Doesn’t it make more sense to hire a full time IT person to make sure everything is running tip top?

These are questions well worth their weight in gold.  Any smart business owner or leader serves their company well by pondering these questions.  If you are to succeed you must have the right technology in place.  And it must be reliable!
Communications At the core of your business, is the need to communicate with your clients and employees.  This means you must have a set of tools that allows your team to engage those customers and personnel that keep things moving forward positively.  With the increased reliability and security offered by big cloud providers at an affordable price, it makes sense that companies are flocking to services such as Office365 and Google S-Suite for their company email and inter-office communications platforms.  This doesn’t mean that everything is going t…

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,…

Top 7 Things you MUST do When Selecting a Vendor

There are several reasons a business might be selecting a vendor, and the 2 most common are:

To replace an existing, failing or outdated To fill a need for new materials or services Both of these reasons, and any others, should follow the same process for selecting a vendor.  There are 7 things you must do to select the right vendor: We need to define the problem to solveCreate scenarios that must be tested Test the scenarios against new vendorDefine a time line for selecting the new vendorDefine a budget for the materials/services provided by the vendorGet feedback from your employees on the vendor shortlistCheck the vendor's social media and market ratings Since scenarios are one of the major components to selecting a new vendor, we will discuss them a bit more.  The scenarios should include all of the important issues that you are currently experiencing.  An example of problems to solve might look something like this:
Need Service on demand (24/7 service)Need to have monthly billi…