Sales orders

The Sales Order is the central, traceable record of your service business within EasyBiz Cloud. It acts as the backbone of your operations, ensuring every customer interaction—whether a customer is buying a product off the shelf, booking a complex repair service, or requesting field support—is correctly tracked from the initial transaction all the way through to final service delivery and payment.

Building Your Custom Service Workflow

EasyBiz Cloud empowers you to mold the Sales Order process to your unique operational reality, ensuring predictable service delivery and providing the exact control your business needs.

Building this powerful, customized flow relies on connecting three essential components: Status Names, Workflows, and Order Types.

By establishing this robust hierarchy, you gain key benefits for your operation:

Custom Terminology: Define your unique vocabulary (e.g., mapping a fixed system phase to your team's term like "Pending Pickup") so staff instantly recognises the order status without learning new jargon.
Process Control: Design the exact sequence of steps—from the initial Draft phase through to final Fulfillment—to ensure every service job adheres to your company’s highest operational standards.
Guaranteed Consistency: Because your services are unique (e.g., Retail vs. Repair), linking your specific Workflows to specific Order Types ensures that each service follows a completely different operational process, guaranteeing the correct path is enforced every single time.

note:

Sales Order Types are the entry point, defining the required Workflow, which is built from your custom Status Names.

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Status Library Setup

Setting up your automated Sales Order process requires linking three key components.