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Working with sales orders

Start a sales order, invoice it and send the tracking link.

Updated

Create an order

There are two ways to start:

  • Create it from a quote, with Create sales order on the quote's menu.
  • Add a new order from scratch on the Sales Orders page.

Either way, pick the customer, add the line items, and set tax, shipping and any discount. Set the sales representatives and production managers for the order. The order starts as a draft.

Check it before you invoice

  1. Check the quantities and prices.
  2. Check the notes and attachments on each line, because they go with the job to the floor.
  3. Use Send PDF via email to send the order to the customer if you want their confirmation.

Start production

Choose Create invoice (on a draft, Finalize and create invoice). rastr invoices the order, moves it to in progress and gives each line item a job number. The jobs appear on the job board. Use Print Job Orders if you want paper tickets for the floor.

Let the customer follow along

Choose Copy Tracking Link and send it to the customer. The page shows the status of each job on the order.

Change an order

Choose Edit to change quantities, prices or notes, or to add and remove line items. Removing a line item from an order in progress deletes its job and the job's history. An invoiced order cannot go back to draft.

Finish an order

Once the invoice is paid and every job is in the done column, choose Mark as completed. To cancel an order instead, choose Void. Voiding also voids the invoice and receipts and the quote it came from, and it cannot be undone.

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