How to Convert a Sales Order

Fill out your paperwork completely and accurately in the field The first step in converting a Sales Order is filling out your paperwork completely and accurately at the pool. This way when you are ready to convert you will know exactly what you did and how to charge the customer. Fill out your paperwork completely and accurately in the field ,

In RB Control Systems go to Sales Orders In RB click on Sales Orders , type in your four digit code and press Enter on the keyboard. You are now in all of the sales orders. DO NOT LOOK for the customer by name! Type the Transaction Code located on your paperwork to be sure you have the correct Sales Order. Press Enter on the keyboard In RB Control Systems go to Sales Orders

Click once in Part No. (or anywhere on the screen) to remove any flag message such as HASSLE FREE 2017 and to view the Sales Order On the top portion of box double click on the service you performed (in this case Weekly Maintenance) you will see it is highlighted in blue on the top horizontal line on the screen. Can’t see the Sales Order? Click once in Part. No. to remove flag message

Scroll Down and click where it says Serial #/Desc Scroll Down and click where it says Serial #/Desc. And a box will pop up labeled Serial Number/Description Type in the box where it says Other Info. Copy and paste from a “Sticky Note” on your computer’s bottom task bar for the services performed for a Weekly Maintenance; be certain to edit the “Sticky Note” to say exactly what you did at the pool. If you didn’t do a service delete it; if you DID something extra –like clean the filter ---type that in the box Click Update/Quit and then press the blue Continue to SAVE what you entered in the box. Customers see what is in the drop down box! Use correct spelling and grammar please!!!!

Time spent is billed in hourly increments under Quantity The time you spend at the customer is billed in hourly increments under Quantity. After the first hour it is billed in 15 minute increments (see chart for example). Press enter on your keyboard and then Continue on the RB Screen to change the Quantity. You will notice the price went up and this will confirm you billed the customer correctly. Time spent is billed in hourly increments under Quantity 1 hour 15 min 1.25 1 hour 30 min 1.5 1 hour 45 min 1.75

Need to review what you wrote in the Description Box again ? If you forgot to write something you did and you need to go back double click Weekly Maintenance, click Serial/Desc. You will see what you wrote is saved and you can edit/review if necessary. Click Update/Quit and then Continue again to SAVE. Need to review what you wrote in the Description Box again ?

You are just about ready to Convert your first Sales Order After you press the blue Continue box, press the Ready to Convert box on the left side of the page to let Stephanie know this has been completed. After you click that button, it will turn blue and show your name and date. To undo this, simply click that button again. You are just about ready to Convert your first Sales Order