How to Create a Septic Sales Order in PRO Software

Managing septic service orders in PRO Software is streamlined with structured workflows for order entry, advanced dispatch, and onsite payment processing. Follow this guide to efficiently set up and confirm septic sales orders.

Steps to Create a Septic 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 septic service products.
  5. Add Products and Service Fees
    • Click "Add a Product" or use a Quotation Template.
    • Select the necessary septic service 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.

Using Advanced Dispatch for Septic Orders

  1. Click "Advanced Dispatch" to open the scheduling view.
  2. Modify Dispatch View (Optional):
    • Click the "view style" icon to adjust how jobs are displayed.
  3. Schedule the Service:
    • Select an available time slot from the Calendar View.
    • Assign the correct driver and route.
  4. Save the Work Order
    • Click Save to finalize the dispatch schedule.

📌 Tip: The yellow-highlighted area on the dispatch calendar represents the current day.

Processing Payments for Septic Orders

  1. Confirm the Work Order
    • Click Confirm to finalize the order.
    • Assign the work order to a septic driver.
  2. Generate an Invoice
    • Click "Invoice Order" from the Action dropdown.
    • Select "Invoicable Items".
    • Click Create Invoice.
  3. Onsite Payment Processing
    • Drivers can modify invoices and accept payments onsite.
    • If using Authorize.net, credit card details can be entered at checkout.
  4. Finalizing the Payment
    • Click Validate to confirm the transaction.
    • The invoice is automatically sent to the customer.

📌 Tip: If drivers need easy access to modify orders, assign them as the Salesperson in the order.

Final Thoughts

Using the Septic Sales Order Workflow in PRO Software ensures smooth scheduling, accurate dispatching, and hassle-free payment collection. By following these structured steps, businesses can efficiently manage septic service jobs from order creation to payment processing.

Tags
Sales Septic