Sales order software is what a small seller reaches for when the orders it confirms stop fitting in an inbox. A customer has agreed the goods, the quantity, the price and the terms; someone has to raise the sales order, take the deposit, ship the goods and invoice the balance without the figures drifting across four documents. The software has to confirm the order from the seller's own figures, keep it against the customer with a status, and hand the same total to the invoice. This guide is those three jobs, with the arithmetic worked free on the sales order worksheet on this site and the record kept by Jobcardo Pro.
Confirm: the lines, the discount, the tax and the shipping
A sales order is the customer's agreement written down by the seller: units at a unit price, any discount off the goods, sales tax on the discounted goods, and shipping added. The worksheet works all of it into one total on the page and splits out the deposit due on confirmation and the balance due on the invoice, so both figures are on the sheet the customer sees. Whether shipping is taxable in your state is a question for your accountant; the sheet shows it as its own line.
Keep: the order against the customer, with a status and a history
Confirmed, in progress, shipped, invoiced and paid, closed. Each sales order sits against its customer with a date on every change, so the office knows what has shipped and the customer's call about the balance is answered from the record. In Jobcardo Pro that is the paid plan: the record with the status and the history, a login for each person, one flat price for the team.
Invoice: the same figures, no re-typing, and where the suite is the right buy
The sales order's net, tax, shipping and deposit are the invoice's figures, exported rather than typed again. Jobcardo does not raise the invoice, hold stock or print labels; a seller with a warehouse, several channels and carriers to book should buy an order management or ERP suite, which does those per user. Sales order software in the small-seller sense is the confirmed order, priced and kept, and that is what this site does.
Questions people ask about sales order software
What is sales order software?
Software that confirms a customer's order from the seller's figures, keeps it against the customer with a status and a history, and hands its total to the invoice.
Is sales order software the same as an OMS?
For a small seller, the confirmed order is the whole of it. A retail OMS adds channels, warehouses and carriers, which is a different product for a different buyer.
Does the free worksheet handle discounts and deposits?
Yes. Enter the discount as a percentage of the goods and the deposit as a percentage of the total; the discount, the goods after it, the tax, the total, the deposit and the balance are worked on the page.