EXCLUSIVE INSIGHTS

Managing Sale Items

A Sale Items represent the individual products and services you sell to customers. The items on your sales orders. The 'Manage Sales Items' process means you can capture information against each item sold, to help you manage processes such as purchasing, deliverables and production. This Step includes a widget to help you convert your Sales Order into Sales Item records, with the option to link them to Instruction sheets, Adjustments and Variations.

Features

  • Convert your Sales Orders into Sales Item Records.
  • Link Purchase Adjustments to Sales Items
  • Link Variations to Sales Items
  • Create or Link Jobs
  • Create Instruction Sheets for Jobs
  • Link Sales Items to Instruction Sheets

INSIGHT VIDEO

Managing variations are not as simple as creating or editing a Sales Order. Your business possibly has other actions to take if customers want to make changes.

What if items from the previous order have to be cancelled, what if you have a production team to update, what if you need to invoice the customer more money or create a credit note. How do you get variations approved?

Watch this video and see how we make variation management simple but cover every step of the process, every scenario and every business requirement.

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When we create a software solution, our team take great care to make the process smooth, simple and smart.
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Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.

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Every step of software implementation relates to a process. We specialise in understanding each step a business needs and the processes required to deliver a smooth, simple and smart software solution. Today we have over 90 custom solutions designed to support many industries and businesses.