Your SalesPRO software gives you the
ability to see at a glance what's happening with your quotes, sales and
orders. The guide below will give you an overview of how to move items
through this cycle.
Your Quote/Sales/Order (Q/S/O) workflow screen is accessible from your Home tab in SalesPRO.
Q/S/O workflow screen has 5 columns. This article will discuss all
five, paying closer attention to those most closely associated with the
Any quotes shown as Pending
have not been presented to the customer. Once a quote has been
previewed, printed or emailed, the status will change to Open Quote.
Since the majority of your quotes will fall into the Open Quote
category, this article will begin with a status of Open Quote.
Open Quotes are filtered by Sales Rep and quote date (most recent > least recent). This sorting is by default and cannot be modified. In the example below, we see quotes listed for sales rep Allen B and sales rep Ava G. We will focus on moving quote 303 through the sales process and the Q/S/O workflow.
the customer indicates their intention to buy, the Sales Rep will
convert the quote to a sale. Instructions for converting from quote to a
sale can be found in this knowledge base article: Moving a quote to a sale. Once the quote has been converted to a sale, it moves to the next column, Pending and Open Sales.
sales listed as Pending have begun as a sale (and never existed as a
quote). Pending sales have not been presented to the customer. The
majority of your sales will be Open Sales. This is where we will focus.
Open Sales are sorted by date.
In the example below, our Quote 303 is now Sale 253.
the appropriate amount of time has passed, it's time for the purchase
orders associated with this sale to be sent to the vendor. It is this
process that converts that Sale to an Order. For information on sending
Purchase Orders to the vendor, please refer to this knowledge base
article: How to send Purchase Order to vendors from SalesPRO.
Open Orders are sorted by date.
In the example below, our Sale 253 has moved to Order 253, found in the Open Orders list.
Once all products have been received from the vendor(s), the Order can be marked as complete.
To move an order into the Complete column, simply right click and select locate order from the drop down menu.
This will open your Orders tab, from which you can select the Complete an Order icon.
You will be asked to add a comment to complete the order. This can be any text of your choice. Once finished, hit the OK button.
Your order will now be in the Completed Orders column. Complete Orders will be listed by date and installer (where applicable).
last column on our workflow is designed to be used once the
installation has been scheduled. Moving orders to this column is
optional, and involves opening up the order and manually changing the
status. Below are instructions.
The Orders for Delivery Column is sorted by these two statuses Order Ready and Order Delivered
When payment has been received and all products have been installed, the order can be moved off of the workflow screen.