Solutions

Whether you need a comprehensive sales order processing system or you just want to be able to create invoices for your small business, the solution is simple thanks to FileMaker.

Generate customer invoices

FileMaker is easy to customize. Just drag and drop fields and objects wherever you want — so add a company logo or add calculated fields that reflect your business. Also, get faster and more accurate data entry with auto-complete fields that fill-out automatically based on previous entries or related data in another table such as customer, inventory, or project data.

Provide high quality customer support

"Where's my package? Will the job be done by tomorrow?" You will always have an answer for these questions, because with FileMaker, you can track orders, projects, production and shipments.

Track opportunities, accounts, and activities

Create different views of the data so that your sales and support employees will have one place where they can find the customer information they need while your accountant can calculate the bonus checks owed to your distributors or sales employees.

FileMaker free resources

Your free 30-day trial comes with the Purchase Order Starter Solution.
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Business Productivity Kit

The Sales Order module in the Business Productivity Solution makes it fast and easy to:

Productivity Kit Box Shot
  • Create customer invoices, complete with any discounts, tax, and shipping charges.
  • Check stock before creating an order.
  • Track orders and shipments by customer, invoice number or date.
  • Print packing slips and mailing labels.

Download the FREE trial of our Business Productivity Kit!

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Customer success stories

Learn how Agri-Sales Associates uses FileMaker for sales tracking and customer relationship management.

Learn how NextHome.com uses FileMaker for sales tracking including all correspondence with Lending, Title, and Escrow companies.

Learn how Terry Precision Bicycles uses FileMaker credit card verification, inventory tracking, and processing and documenting all wholesale and retail transactions.

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