Unify Your Sales, Production, and Purchasing

KIMCO’s Sales Order capabilities bridge the gap between winning a quote and delivering a finished product. By connecting sales directly to work orders and purchasing, your team can reduce manual entry, track costs in real-time, and keep everyone on the exact same page.
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Automated Order Conversion

Seamlessly convert an approved quote directly into a full sales order with a single click. All pricing, discounting, and estimated cost data carry over automatically, ensuring complete accuracy and eliminating tedious manual data entry.

Real-Time Job Costing & Visibility

Track running totals for actual costs, gross profit, and gross margins as your jobs are actively being worked on. Run detailed Job Cost Analysis reports directly from the sales order to instantly compare estimated versus actual labor and material costs.

Integrated Purchasing & Demand

Drive your purchasing module directly from your open sales orders and subsequent work orders. Automatically generate supply requests for required materials and outside services, turning them into purchase orders that instantly reflect actual costs back on the sales order once received.

Deep Dive into KIMCO Sales Order Capabilities

Explore the powerful tools built into KIMCO to manage complex sales requirements. Whether you are splitting deliveries, tracking detailed line-item margins, or generating custom documents, KIMCO gives you the control and flexibility needed to scale your operations.

Flexible Order & Line Item Management

Integrated Production & Job Costing

Streamlined Communication & Documentation

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Flexible Order & Line Item Management

Tailor every aspect of your sales order to meet your customers' specific needs, tracking everything from individual line margins to multi-location delivery schedules.
Quote-to-Order Conversion: Instantly turn winning quotes into complete sales orders by selectively bringing over specific line items, pricing, and attached source estimates to eliminate redundant data entry.
Custom Delivery & Charge Splitting: Easily break out single line items into multiple customized deliveries, or append flat-rate additional charges (such as freight or permitting fees) at either the line or header level.
Stock Tracking & Material Class: Automatically track the on-hand values of current inventory for finished goods by configuring line items as "stocked," or correctly manage custom fabricated projects using "non-stocked" settings.

Integrated Production & Job Costing

Connect your sales orders directly to the shop floor, automatically creating production jobs and maintaining complete visibility into real-time operational costs.
Automated Work Order Creation: Instantly generate detailed production jobs and work orders directly from the sales order by pulling in pre-quoted estimates or existing production method templates.
Detailed Cost Analysis: Run comprehensive Job Cost Analysis reports directly from the sales order header to view combined or itemized details of estimated versus actual hours, burden costs, and material usage.
Live Time Card Visibility: Provide project managers with real-time insight into active jobs by surfacing live shop floor app timecard entries and labor hours directly within your cost analysis reports.
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Streamlined Communication & Documentation

Keep your entire team aligned and provide professional, customized documentation to your customers straight from the system.
Customizable Order Acknowledgements: Instantly generate, preview, and send Sales Order Acknowledgement forms. Each form is highly customizable, allowing you to easily embed your specific terms, conditions, and company branding.
Cross-Department Tagging: Use the built-in comments feature to tag project managers, salespeople, or shop floor staff. They will receive direct notifications linking them back to the exact sales order to streamline internal collaboration.
Comprehensive Audit Trails: Rely on the detailed Change Log to automatically track every single adjustment made to pricing, discounts, and margins on the sales order header, ensuring total accountability across your team.

Ready to Optimize Your Order Management?

Stop letting siloed data and manual entry slow down your production. Experience firsthand how KIMCO’s interconnected Sales Orders, Job Costing, and Purchasing tools can elevate your operational efficiency and protect your profit margins.
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