Sales order automation software, for a small seller, is judged by the re-typing it removes rather than the integrations it lists. The customer's agreement becomes a sales order without the details being copied; the total is worked from units, price, discount, tax and shipping rather than typed; the deposit and the balance are split before the customer asks; and the invoice reads the order's figures. Enterprise automation adds EDI with trading partners and a warehouse feed, which is a different product for a different scale. This guide is the small seller's version, with the arithmetic free on the sales order worksheet on this site.
Raised once, against the customer
The order is raised against the customer with a number, a date and the status confirmed, from the office or a phone, and every later step is a change to that record. The email thread, the spreadsheet and the invoice no longer each carry their own copy of the quantity. In Jobcardo Pro the customer record holds the orders and each order holds its history, and the same record is open wherever it is read.
Worked from lines, split before anyone asks
Units at a unit price, a discount off the goods, sales tax on the discounted goods, shipping on top, and the total split into the deposit due on confirmation and the balance due on the invoice. The worksheet on this site works all of it on the page, free, and a change to any input changes every figure below it. That is the automation a seller of two to fifteen people actually needs, and it needs no integration to run.
Read by the invoice, and where EDI is the right buy
The order's net, tax, shipping, deposit and balance export as figures to whatever raises the invoice, so the invoice agrees because it read from the order. Jobcardo does not raise the invoice, pick or ship, or exchange orders with trading partners by EDI; a seller whose customers require EDI should buy an EDI or ERP product, which is priced and built for it. The confirmed order, priced and kept, is what this site automates.
Questions people ask about sales order automation software
What does sales order automation software do?
For a small seller: raises the order once against the customer, works its total from lines, splits the deposit and the balance, keeps it with a status and exports it for the invoice.
Does Jobcardo do EDI?
No. EDI with trading partners is the enterprise end of sales order automation and a different product.
Is the automation free?
The worksheet, which works the order's figures from the inputs, is free with no account. Keeping the order as a record with a status is the paid plan.