How to Create a Fencing Sales Order in PRO Software

Setting up a Temporary Fencing Sales Order in PRO Software follows a structured workflow to ensure accurate order processing, proper dispatching, and seamless equipment tracking. This guide walks you through the fencing order entry process.

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 the required fencing products and service fees.
   • SAVE each product added.
6. Set Pricing and Taxes
   • Adjust prices, taxes, and delivery times 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.

Final Thoughts

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