Understanding Various Sales Order Types in PRO Software

PRO Software offers multiple Sales Order (S.O.) types to accommodate different business needs. From standard unit rentals to septic services and special events, the system provides a streamlined way to manage orders efficiently.

This guide walks you through different sales order workflows and how to create them within PRO Software.

Understanding Specials in PRO Software

Specials refer to non-recurring work orders that provide specific driver instructions. Examples include:

✅ Deliveries

✅ Pickups

✅ Unit Switches

✅ Site Moves

How to Create a Special:

  1. Open Dispatching
  2. Click PRO Data on the top bar.
  3. Select Specials from the dropdown menu.
  4. Click Create New.
  5. Name the Special and fill in necessary details.
  6. Select a color for the driver’s route view (optional).
  7. Configure additional options like auto-generated invoices, picture requirements, and route assignments.
  8. Click Save.

📌 Tip: Specials act as "actions" the driver must perform at a job site.

Sales Order Types and Workflows

1. Standard Construction Unit Order

  1. Navigate to Sales > Create New.
  2. Enter Customer Name and verify details.
  3. Select or Create a Unit Location.
  4. Add Order Lines (Products & Services).
  5. Set Pricing, Taxes, and Delivery Time.
  6. Save the Sales Order.
  7. Create Work Order, adding driver instructions.
  8. Confirm the Order manually or via email for customer approval.

📌 Note: This is commonly used for portable restrooms at job sites.

2. Special Event Restroom Order

  1. Follow steps 1-4 from the Standard Order.
  2. Add Special Event-specific details (e.g., rental duration).
  3. Create Work Orders for Delivery and Pickup.
  4. Confirm the Order, ensuring any pre-event payments are collected.

📌 Tip: Use Process Daily Billing to generate invoices before the event.

3. Restroom Trailer with Asset Reservation

  1. Follow the standard sales order creation process.
  2. Click "Restroom Trailer Reservation" and enter necessary dates.
  3. Assign an Asset (Trailer) to the order.
  4. Generate a Work Order for Delivery and Pickup.
  5. Confirm the Order and Asset Reservation.

📌 Tip: This order type requires asset management for trailer reservations.

4. Septic Service Order

  1. Create a New Sales Order.
  2. Add the necessary Septic Services to Order Lines.
  3. Click Advanced Dispatch to assign drivers and schedule routes.
  4. Confirm and Generate a Work Order.
  5. If needed, process an invoice for prepayment.

📌 Tip: The system allows septic drivers to modify invoices and take payments onsite.

5. Container Sales Order

  1. Create a New Sales Order.
  2. Select or Create a Unit Location.
  3. Use a Quotation Template to autofill container details.
  4. Confirm the Sales Order.
  5. Generate a Work Order with a Delivery Date.
  6. All completed container orders generate a draft invoice automatically.

📌 Tip: Containers have unique automated invoicing settings.

6. Temporary Fencing Order

  1. Create a New Sales Order.
  2. Select or Create a Unit Location.
  3. Add Products and Services.
  4. Set Delivery Time and Pricing.
  5. Create a Work Order for Drop-Off and Setup.
  6. Confirm the Order Manually or via Email.
  7. Assign Equipment to the Location after Delivery.

📌 Tip: Fencing setup requires additional assignment after delivery.

Final Thoughts

Understanding and using the correct Sales Order Types ensures efficient order processing and seamless dispatch management in PRO Software.

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Sales
How to Create a New Customer in PRO Software