New Job
Entry Type
Use this page for both real jobs and marketing entries. Leads/inquiries will save to Marketing only, not Job Tracking and not invoice/order sequence.
Open Marketing
Pending Quotations
Confirmed Job
Saves as real order and opens Job Tracking.
Inquiry / Price Request
Saves in Marketing for follow-up. No order number.
Lead Only
Saves contact/company only for future marketing.
Field Visit
WhatsApp Campaign
Facebook Ad
Instagram Ad
Website
Google Maps
Walk-in
Referral
Old Customer
Other
Warm Lead
Hot Lead
Cold Lead
Future Customer
Confirmed Job = normal order. Inquiry/Lead = saved only in Marketing, so Job Tracking and invoice numbers stay clean.
Company Name
Order No :
001
Contact Number
Contact person
Address
Customer TRN
Order date
Open Price Calculator With This Customer
Customer Strategy
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Customer Insight Preview
Select or type a customer to see pending balance, average profit, trust level and history.
Quick Strategy
Bargaining Level
Low
Medium
High
Advance Rule
Full Advance
Half Payment
Cash on Delivery
Credit
Customer Type
VIP
Regular
New
Risky
Low Margin
Angry
Sales Staff
5% Invoice Party Account
10% Invoice Party Account
Sales Staff Name :
Invoice Party Name :
Sales staff commission works on total invoiced amount by staff for that month: AED 10,000 to AED 29,999.99 = 10%, AED 30,000 to AED 49,999.99 = 15%, AED 50,000 and above = 20%. Example: if Sahal's total monthly sales reach AED 50,000, then a AED 1,000 invoice under Sahal gets 20% commission for that month's slab.
Sample Required
Tick only when customer asks for sample before approval. Then choose which item needs sample, sample qty, sample charge and sample delivery date. Approval / rejection will be handled later in Job Tracking.
Customer requested sample
Add one row for each item that needs sample. You can select one item or multiple items.
Add Sample Item
Select item and enter sample details. Sample charge is saved as advance/payment, not discount.
Items
Add Item
Total Qty :
0
Total Amount : AED
0.00
Sample Charge Due : AED
0.00
Balance After Sample : AED
0.00
Simple entry only. More details can be completed later.
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