How to Create a Restroom Trailer Sales Order in PRO Software

Managing restroom trailer rentals in PRO Software is streamlined with structured workflows for order entry, asset reservations, and dispatching. Follow this guide to efficiently set up and confirm restroom trailer sales orders.

Steps to Create a Restroom Trailer 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 restroom trailer products and services.
  5. Add Products and Service Fees
    • Click "Add a Product" or use a Quotation Template.
    • Select the necessary restroom trailer products and fees.
    • SAVE each product added.
  6. 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.

Reserving a Restroom Trailer Asset

  1. Click "Edit" at the top of the screen.
  2. Click "Restroom Trailer Reservation".
  3. Complete all four date fields.
  4. Click "Add a Line".
  5. A pop-up window will open—select the desired trailer asset.
  6. Click "Select" to confirm the reservation.

📌 Tip: Asset reservations ensure that restroom trailers are properly allocated and scheduled.

Creating a Work Order for Restroom Trailers

  1. Click "Edit" at the top of the screen.
  2. Click "Work Order Information", then "Add a Line".
  3. A pop-up window will appear—enter all driver instructions.
  4. Save & New for additional Work Orders (e.g., Drop-off and Pickup).
  5. Click Save to finalize the Work Order.

📌 Tip: Work Orders ensure that drivers have clear instructions for trailer delivery, servicing, and pickup.

Confirming the Sales Order & Asset Reservation

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. Locate the "Create Asset Reservation" tab above the sales order number.
    • If it’s not visible, click "More".
  3. Open the reservation and click Confirm at the top left.

📌 Tip: If a deposit or prepayment is required, use Process Daily Billing to generate an invoice before the event date.

Final Thoughts

Using the Restroom Trailer Sales Order Workflow in PRO Software ensures smooth scheduling, accurate dispatching, and hassle-free asset reservations. By following these structured steps, businesses can efficiently manage restroom trailer rentals from order creation to fulfillment.

Tags
Restroom Trailers Sales