Sales ordering software is the tool a small seller uses to raise the confirmed order: units at a price, a discount, the tax, the shipping, and the deposit and balance split before the customer asks. The searcher usually sells to other businesses in quantities that need confirming before an invoice, and wants the order priced right and kept somewhere better than an inbox without paying per user for a warehouse system. This guide is what sales ordering software has to do at that scale, with the arithmetic free on the sales order worksheet on this site and the record in Jobcardo Pro.
Raise the order from your own figures
The order is raised against the customer with units at a unit price, a discount as a percentage of the goods, sales tax on the discounted goods, and shipping added. The worksheet on this site works the line total, the discount, the goods after discount, the tax and the total on the page, free, and prints or saves as PDF as the confirmation the customer sees. Every figure is the seller's; the sheet publishes no tax rate and no terms.
Split the deposit and the balance before anyone asks
Enter the deposit as a percentage of the total and the worksheet splits the total into the amount due on confirmation and the balance due on the invoice. Both are on the sheet, so the customer and the seller read the same two figures and the invoice later asks for the balance the order already showed. That split is the thing an inbox and a spreadsheet get wrong most often, and the reason to use a sheet that works it.
Keep the order with a status, and export it for the invoice
In Jobcardo Pro every sales order sits against its customer with a status from confirmed to shipped to invoiced and paid, a date on every change, a login for each person and one flat price for the team. The order's figures export to whatever raises the invoice. Stock, picking, carriers and the invoice itself are other products, and a seller with a warehouse should buy a suite that has them.
Questions people ask about sales ordering software
Is sales ordering software the same as sales order software?
Yes; the phrasing differs. Both mean raising the confirmed customer order from the seller's figures and keeping it with a status.
Can I confirm an order with several products?
The worksheet takes one line of units at a price; for several products enter the combined line total as units at a price of one, or run the sheet per line. Multi-line orders are on the list for the paid plan.
Does it take the deposit payment?
No. The worksheet works the deposit figure; taking the payment is your payment or invoicing tool's job.