Sales order processing is what happens to an order between the customer agreeing and the money arriving: it is confirmed, picked or made, shipped, invoiced and paid, and at each step someone has to know where it stands and what it is worth. Sales order processing software carries that on one record, with the price worked from lines rather than typed and a date on every change. For a small seller that record is the whole of the product; the warehouse and carrier modules a suite adds are for a different scale. This guide is the stages of processing and how Jobcardo keeps them.
Confirmed: the order priced from its lines
Processing begins with a priced order: units at a unit price, the discount off the goods, sales tax on the discounted goods, shipping, and the total split into the deposit due now and the balance due on the invoice. The sales order worksheet on this site works that on the page free, with no account, and in Jobcardo Pro the priced sheet is kept against the customer with the status confirmed and a date.
In progress and shipped: the status moves, dated
As the goods are made or picked the status moves to in progress, and when they leave to shipped, each dated against the login that moved it. Any change to the quantity or the price lands on the same order as a dated line rather than a re-typed total. The office reads the list by status, so what has been confirmed and not shipped is one glance away, and the customer's call is answered from the record.
Invoiced and paid: the figures leave as figures
The last stage is the export: the order's net, tax, shipping, deposit and balance reach the invoice and the books without being copied, and the status moves to invoiced and paid, then closed. Jobcardo exports customers and orders whenever you ask and for 90 days after you cancel. It does not pick, pack, book a carrier or raise the invoice; those belong to inventory, shipping and invoicing products, and a seller that needs all of them should buy a suite.
Questions people ask about sales order processing software
What is sales order processing?
Everything that happens to a customer's order between agreement and payment: confirmed, made or picked, shipped, invoiced and paid, each a status on one record.
Does the software pick and pack?
No. Jobcardo keeps the order with its status and history and exports it. Picking, packing and carrier booking are warehouse and shipping products.
Can I see which orders are confirmed but not shipped?
Yes. In Jobcardo Pro the order list reads by status, so confirmed-not-shipped and shipped-not-invoiced are each a glance.