- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Parts are items that are marketed or sold as a commodity, while services are user-specific jobs, actions, or consultations that are offered to your customers. When a customer purchases a part or service from your company, through the Sales Order feature, it will generate a sales order that will require payment, inventory fulfillment, etc. These sales orders are then recorded into the MobiWork web application for you to view, manage, edit, etc. as needed.
You can also return specific items from a sales order if the item is damaged or if that the customer no longer requires the item.
The Sales Order feature is closely related to the Parts & Services and Invoices features. For more information about these features, please click on their respective links.
Using the Table of Contents below, scroll or use ⌘ + F (for Mac)/Ctrl + F (for PC) to find your desired feature.
How-To Articles
Web User Interface
- Sales Orders List
- View Sales Order
- How to Access the Page
- Sales Order View Layout
- Overview and Layout
- Sales Order Full-Size View
- Sales Order Tabs
- Sales Order ID and Status
- Upper Right Corner Actions
- Upper Right Corner Actions (Detailed)
- Pencil Button
- Individual Actions Button
- Question Mark Button
- X Button
- Summary Tab
- Billing Tab
- Commission Tab
- Documents Tab
- History Tab
- View a Sales Order or Packing Slip in PDF
- Add Sales Order
- Import or Export Sales Orders
- How to Access the Page
- Export into PDF
- Import From Excel
- Export to Excel
- Create Sales Receipts in QuickBooks
- Edit Sales Order
- How to Access the Page
- Edit a Single Sales Order
- Edit a Single Sales Order's Status
- Edit Multiple Sales Orders
- Sales Order Fulfillment
- Sales Order Fulfillment
- Return Sales Order Items
- How to Access the Page
- Sales Orders Returns List Page Layout
- Search Area
- Sales Orders Returns List Page
- View Sales Order Return Page
- View Sales Order Return Page Layout
- Summary Tab
- Documents Tab
- Forms Tab
- History Tab
- Add Sales Order Return
- Import Sales Order Return
- Export Sales Order Return
- Edit Sales Order Return
- Delete a Sales Order
- Sales Orders Settings
Mobile App User Interface