How to Create a Container Sales Order in PRO Software

Managing container rentals and deliveries in PRO Software is seamless with structured workflows that guide you through order entry, work order creation, and billing automation. Follow this guide to efficiently set up and confirm container sales orders.

Steps to Create a Container Sales Order

1. Navigate to Sales > Create New
   • Click the Sales icon from the main dashboard.
2. Enter Customer Details
   • Add a new customer using "Create & Edit", or select an existing customer.
   • Ensure all necessary customer details are entered.
3. Select or Create a Unit Location
   • Add a new site location or select an existing one.
   • Ensure all required information is completed.
4. Enter Order Details
   • Input site address, notes, and specific order requirements.
   • Proceed to Order Lines to add container products and services.
5. Use a Quotation Template
   • Select a Quotation Template to autofill the required details.
   • This will automatically populate all necessary order information.
6. Save & Confirm the Order
   • Click Save & Confirm to finalize the order entry.

📌 Tip: Using a Quotation Template speeds up the process and ensures accuracy.

Creating a Work Order for Container Sales

1. Click "Create Work Order".
2. A pop-up window will appear—enter driver instructions.
3. Fill in the following details:
   • Delivery Date
   • Caller Name (if applicable)
   • Special Instructions
4. Click "Create" to generate the work order.

📌 Tip: The work order ensures that dispatch teams have the correct details for container drop-off and setup.

Automated Draft Invoicing for Containers

✅ All completed container orders automatically generate a Draft Invoice for Billing.

✅ This feature is unique to container sales and helps streamline the invoicing process.

📌 Tip: Review the draft invoice in Billing before sending it to the customer.

Final Thoughts

Using the Container Sales Order Workflow in PRO Software allows businesses to efficiently manage container rentals, deliveries, and customer invoicing. By following these structured steps, users can ensure smooth order processing, dispatch coordination, and billing automation.