Fencing Workflow A-Z in PRO Software

Managing temporary fencing orders in PRO Software is simple with structured workflows that help streamline order entry, work orders, and equipment assignments. Follow this guide to create and confirm fencing orders efficiently.

Steps to Create a Fencing 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 (see Sales Training for details).
4. Enter Order Details
   • Input site address, notes, and specific order requirements.
   • Proceed to Order Lines to add fencing products and services.
5. Add Products and Service Fees
   • Click "Add a Product" or use a Quotation Template.
   • Select products and service fees, such as rental duration and delivery fees.
   • SAVE each product added.
6. Set Pricing and Taxes
   • Adjust prices, taxes, and delivery time as needed.
   • Click Save & Close.
7. Save the Sales Order
   • Ensure all details are correct and save the order.

📌 Tip: Once the Order Lines window opens, review all entries before proceeding.

Creating a Work Order for Fencing

1. Click the Work Order Information tab.
2. Click Add a Line.
3. A pop-up window will appear—enter all driver instructions.
4. Enter Date, Product, and Special Instructions.
5. Click Save.

📌 Tip: Work Orders ensure that drivers have clear instructions on fencing panel drop-off, setup, and pickup.

Confirming the Sales Order

To finalize the order, you must confirm it. There are two ways to do this:

✅ Manual Confirmation – Click "Confirm" to approve the order internally.

✅ Customer Confirmation via Email – Click "Send by Email" to send an approval request to the customer.

1. Click Confirm or Send by Email.
2. Once confirmed, the order is ready for dispatch and invoicing.

📌 Tip: If a customer requested a quote before confirming, use the email option to send the quote for approval.

Assigning Fencing Equipment After Delivery

1. Navigate to the Portable Toilet Management section (used for fencing as well).
2. Group Equipment by Type & Stage to organize available units.
3. Locate Delivered Fencing Panels.
4. Select the Panels to Assign
   • Click the checkboxes for the panels being assigned to the site location.
5. Update Equipment Status
   • Click Action > Update Portable Toilet (this applies to fencing as well).
6. Update Site Assignment
   • Change the PT State to Rented.
   • Assign the Customer & Site Location.
   • Click Update.

📌 Tip: Assigning fencing panels correctly ensures accurate inventory tracking, proper billing, and seamless operational workflow.

Final Thoughts

Using the Fencing Workflow in PRO Software helps businesses efficiently manage fencing rentals, deliveries, and customer assignments. Following these structured steps ensures smooth order processing, dispatch coordination, and billing accuracy.