Sales Order Submission Form

Enterprise Sales Representative *

First

Last

Customer #

You should have a customer number before submitting this form, if you have not already completed the new client onboarding form please submit that form first to obtain your customer number.

Job Number *

Job number assigned from Hubspot

Customer Purchase Order #

If the customer requires their purchase order number on invoices please enter it in the space above, If a PO number is not required leave this field empty.

Payment Terms *

Prepaid
Due on receipt
Net 30
Other (describe below)

Select the payment terms for this order from the choices listed above.

Payment Terms - Other

Please provide a detailed description of the payment terms for this order.

Partnership Program

If this sale is related to the partnership program, please list the name of the Franchisee or Distributor that is connected to this sale.

Commission Tier

Select the appropriate commission level for the partnership program.

Other Commission Arrangements

Describe how the commission should be paid out in the partnership program.

Pre-Sale Testing *

Yes
No

Was there any pre-sale testing related to this specific sales order?

Pre-Sale Testing - Payment Details

Company is paying for pre sale testing (requires executive approval)
Customer is paying for pre sale testing, it is included in the total amount to be invoiced
Other (explain below)

Select from the choices above how any pre-sale testing is to be paid for.

Pre-Sale Testing - Other

Describe how pre-sale testing related to this order is to be paid for.

Installation

No
Yes

Is this an installed sale, requiring a contractor to perform installation work?

Installation - Payment Details

Company is paying for all installation (requires executive approval)
Customer is paying for all installation, the costs are included in the total amount to be invoiced.
Other (explain below)

Select from the choices above how costs of installation are to be paid for.

Installation - Other

Describe how all costs associated with installation are to be paid for.

Tax Exempt

If this customer is tax exempt please provide their tax exempt number below and then upload a copy of their tax exempt certificate using the upload tool below.

Copy of Tax Exempt Certificate

Upload a copy of the customer's tax exempt certificate.

Bill To Address *

Address Line 1

Address Line 2

City

State

Zip Code

Ship To Address *

Use Billing Address
I have an alternate ship to address

Ship To Address

Address Line 1

Address Line 2

City

State

Zip Code

Billing Details

Provide a billing description for this order for this job. (Example: "Provide AP solution for 33,000 s/f at 2/30 s/f"

Items To Ship For This Order

Provide a detailed listing of the items to ship as part of this order, include the item product number and description as well as the quantity. ( Example ActivePure Surface & Air Guardian (00763) - 21 ea)

Total Amount to invoice

What is the total amount (not including shipping) to be invoiced for this order?

Shipping *

Client pays all shipping charges, collect it from the client.
Company pays shipping and does not collect it back from the client. (must be pre approved by executive)
Other (describe below)

Select the box above that describes how the cost of shipping will be handled.

Shipping - Other

Provide a detailed description as to how the costs of shipping should be handled for this order.

Special Shipping Instructions

Typically the logistics department will source the most economical shipping with acceptable delivery times. Most orders weighing less than 150 pounds will ship UPS Ground, orders weighing over 150 pounds typically ship LTL (freight). Please provide any special shipping instructions for this order. If this is a large order that will ship LTL indicate if call ahead is required and contact information, Indicate whether a liftgate is required, Does the customer have dock access etc.