How to Create a Standard Construction Unit Sales Order in PRO Software

A Standard Construction Unit Sales Order in PRO Software is commonly used for portable restroom rentals at job sites. This guide walks you through setting up the order, adding necessary details, and confirming it for dispatch.

Steps to Create a Standard Construction 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 the "Create & Edit" option, or select an existing customer from the dropdown.
   • 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
   • Add site address, notes, and specific order requirements.
   • Proceed to Order Lines to add services.
5. Add Products and Service Fees
   • Click "Add a Product" or use a Quotation Template for restroom rentals.
   • Choose the required 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

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 unit drop-off, 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 a customer requested a quote before confirming, use the email option to send the quote for approval.

Final Thoughts

Creating a Standard Construction Sales Order in PRO Software ensures seamless job site setup, accurate billing, and proper dispatching. By following this workflow, businesses can efficiently manage portable restroom rentals and other construction-related services.