Sales

Estimates, Quotations, Sale Orders

• How we handle Single Family Rental order entry
• Addresses
• Order Creation and Returns Process 📦
• How to add roll cuts
• Contact Email
• How to create a Sales Order
• How to add an Estimate to a Contact
• Quote to Sales Order Process
• Sales Order Status'
• How to add a note about a specific floor plan that will appear on every work order for the floor plan
• How to create a Quote from Estimations
• How to create a quote from scratch
• How to send a Quotation from KuduPro
• How to download Quotation PDF and send manually
• How to cancel a job
• Billing a General Contractor
• Material Only Sales Order
• Installer Warranties billing the Company
• Installer Warranties billing the Manufacturer
• Order Notes
• Creating a Standard Sales Order
• Cash Sale to an Installer
• Cash Sale to an Individual
• How to Confirm a Sales Order
• Customer Notes
• How to add a recurring note about a customer that will appear on every work order for that customer.
• How to Edit Service Locations in Sales Orders
• How to edit a Service Location on a Sales Order
• How to Edit Order Lines
• Specified Pricing Templates