Sales orders


At the heart of Yodah's accounting system is the powerful and versatile sales order system.

The sales order system controls every step from the first quote to invoicing, and automatically adapts to the products and services added to it, providing a single familiar place to quickly find real time information on your quotes and orders.

Flexible & Powerful

Quotes


When a quote is first made, users can quickly create new customer contacts and add products to the sales order. 

The quote can be directly emailed from Yodah as an automatically generated PDF, or as an interactive web page. When sent as a webpage, customers can see rich information, and any views of the page are logged directly against the sales order activity timeline.

There are many other powerful features including probably forecasting, order assignment, and estimated requirement dates.
Automation

Products


When added to a sales order, Yodah will automatically display inventory levels for stocked or manufactured BOM products.

Product call-offs can be scheduled for future order dates, and customers can automatically be notified at each step of the order.

When extra stock is required or a drop ship product is ordered, Yodah will automatically create a purchase order pre-filled with the correct details.
Automation

Services


When added to an order, Yodah will automatically display the corresponding workflows for the services or sub-contracts.

Once a service has been started, a job is automatically created according to the workflow that has been set for the service.

Each stage of the job can be automated according to your companies exact requirements. Automations include tasks, assignment, emails, invoicing, booking and more. 
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