Sales Orders

1. 1Click New Order.
2. 2Pick the customer and Sold By, and choose the Retail Location.
3. 3Set the Pickup Location and Pickup Person if the customer is collecting the order, and an Installer if you’re installing it.
4. 4Add line items (search the catalog, add labor, or drop in a package).
5. 5Add Notes for the customer and Internal Notes for staff, then click Create Sales Order.

1. 1Open the order and click Collect Payment.
2. 2Enter the amount and choose how to collect it: send it to a Clover Terminal, Send Link to Customer by text or email, take a card over the phone or charge a card on file, or Record Manual Payment for cash, check or ACH.

1. 1Open the order and choose Generate Invoice from the actions menu.
2. 2To bill only part of the order, set the Qty to invoice on each line.
3. 3Check the totals (deposits are applied automatically) and create the invoice.

1. 1Open the order and choose Create Pick List (in the actions menu or the Pickups & Fulfillment section).
2. 2Choose the phase (full order, installation materials or setup), the Pickup Date and who it is Assigned To.
3. 3Create it. The warehouse picks it from Pick Lists.

From the actions menu, choose Mark as Picked Up when the customer collects the order, or Mark as Shipped and enter the carrier and tracking number.

1. 1Open the order and click Schedule Installation.
2. 2Pick the install date and start and end times. For multi-day jobs, set the last day.
3. 3Choose the Lead installer, the crew size needed and the crew, and add notes for the crew.
4. 4Save. The install visit appears on Install Dispatch.

Once the customer has agreed to an order, add or change work with a change order in the Change Orders section. The customer approves it like a quote, and its lines are added to the order when they accept.

In Permits & Inspections, click Add Permit and record the type, jurisdiction, permit number, dates, inspection result, fee and notes.

In Job Costing, click Log Hours and choose the work order, technician, date and hours. The card compares revenue with materials, permits and labor to show gross margin.

1. 1Click Refund beside the payment under Transaction History.
2. 2Enter the Refund Amount. Enter less than the full amount if part of the deposit is non-refundable.
3. 3Add a note and click Process Refund.

After an install, click Return Unused Materials and check what the crew brought back. This opens a return on the order; receiving it puts the stock back and credits the customer.

Under Linked Work Orders, click Create Work Order (or Create Fuel Conversion) to start one already tied to this order.

Choose Cancel Order from the actions menu and confirm.