How to Create a Special Event Sales Order with Restrooms in PRO Software

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

Steps to Create a Special Event 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 Job Site Location
   • Add a new job 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 rental products and services.
5. Add Products and Service Fees
   • Click "Add a Product" or use a Quotation Template.
   • Select the necessary special event products and fees.
   • SAVE each product added.
6. Set Pricing, Taxes, and Delivery Information
   • 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 Special Event Restrooms

1. Click "Work Order Information", then "Add a Line".
2. A pop-up window will appear—enter all driver instructions.
3. Set Up the Drop-Off Work Order:
   • Enter the delivery date.
   • Provide special instructions if needed.
4. Set Up the Pickup Work Order:
   • Click Save & New to open another window.
   • Follow the same steps, but select Pick-Up instead of Drop-Off.
5. Click Save to finalize the Work Order.

📌 Tip: Work Orders ensure that drivers have clear instructions for restroom trailer delivery, servicing, 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 prepayment is required, use Process Daily Billing for Invoices Only to generate an invoice before the event date.

Final Thoughts

Using the Special Event Sales Order Workflow in PRO Software ensures smooth scheduling, accurate dispatching, and hassle-free billing. By following these structured steps, businesses can efficiently manage special event restroom rentals from order creation to fulfillment.