Sales order automation for a small seller is not a warehouse robot; it is the removal of three re-typings. The customer's agreement becomes the sales order without the details being copied; the order's total is worked from the units, the price, the discount, the tax and the shipping rather than typed; and the invoice reads the order's figures rather than a memory of them. Each re-typing is where a figure drifts and a customer disputes the balance. This guide is the three, in the order they pay back, and which of them Jobcardo, whose sales order worksheet works the arithmetic free, does today.
The order exists the moment the customer agrees
The first automation is that the sales order is raised against the customer with a number, a date and the status confirmed, and every later step is a change to that record. That removes the copying between the email thread, the spreadsheet and the invoice. In Jobcardo Pro the order is raised against the customer from the office or a phone and the record is the same wherever it is opened.
The total worked from lines, never typed
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 sales order worksheet on this site works all of it on the page, free, from the seller's own figures, and a change to the quantity changes every figure below it. That is automation of the kind a small seller actually needs.
The invoice reads from the order
The third automation is the export: the sales order's net, tax, shipping, deposit and balance leaving as figures into whatever raises the invoice. Jobcardo keeps the order with its status and history and exports it; it does not raise the invoice, pick the goods or print a label, and this guide says so. EDI with trading partners is the enterprise end of sales order automation and a different product.
Questions people ask about sales order automation
What is sales order automation?
Removing the re-typing between the customer's agreement, the priced order and the invoice: the order raised once, its total worked from lines, and the invoice reading from the order.
Does Jobcardo automate invoicing or shipping?
No. It automates the order: raised against the customer, priced from lines, tracked with a dated history and exported. Invoicing, picking and shipping are other products.
Can I automate the deposit split?
Yes, that is the worksheet: enter the deposit as a percentage of the total and the amount due on confirmation and the balance due on the invoice are worked on the page and change with the inputs.