PRO Software offers a range of optional fields during the Sales Order process to help businesses maximize their efficiency and reporting capabilities. While not every field is required, each plays a crucial role in leveraging the full power of PRO Software.
Below is a breakdown of these features and how they can benefit your business.
Optional Features & Definitions
- Online Signature
- Customers are required to sign quotations to confirm their order.
- Once signed, the quotation automatically converts into a Sales Order.
- Online Payment
- Customers can pay online IN FULL using a one-time token sent from PRO Software.
- Partial payments and deposits are covered in separate training.
- Payment Terms
- Defines when a payment is due (Due Date).
- Example: Net 30, 60, 90, etc.
- Fees
- Includes additional charges such as:
- Damage waivers
- Environmental compliance fees
- Fuel fees
- These fees are percentage-based by default but can also be set as flat-rate products in Order Lines.
- Includes additional charges such as:
- Validity
- Defines how long the pricing on a quote remains valid.
- Example: Price good through December 2023.
- Market Fields
- Used to tag an order for reporting purposes in PRO Software.
- Example: Tagging an order under a specific market like Septic or Construction.
- Helps with searchability, reporting, and business evaluation.
- Campaign
- Links a sales or marketing campaign to the order.
- Useful for tracking ROI (Return on Investment) on different marketing efforts.
- Medium
- Defines the method used in your marketing campaigns:
- Digital
- Cold-call
- Email, etc.
- Defines the method used in your marketing campaigns:
- Source
- Tracks how a customer found your business. Examples:
- Return Customer
- Email Inquiry
- Google Ad, etc.
- Tracks how a customer found your business. Examples:
Final Thoughts
Using these optional fields effectively allows your business to improve workflow automation, customer tracking, and financial reporting within PRO Software.