Orders - Creating a New Order


Step     Action

  1.      Select {New} under Quotes/Orders. A New Order modal window will open.



  2.     Complete the fields.

Field
Description
Customer
Select a Customer from the drop-down. This is the Customer that the order belongs to. 
Contact
Select a Contact name from the drop-down. This is the ordering Contact for the order. 
Note: The Contact drop-down options will be filtered based on Customer selection. 

To add a New Contact for Walk-in:
1. Select {New} on the right-hand side of Contact field. A New Contact for Walk-in modal will open.

2. Complete the fields and select {Add}. A pop-up will confirm Contact saved successfully. The New Order modal will now have new contact in Contact field.  
Name
Enter a Name for the order. This is the Name of the actual order, it can be used to identify the order was whole. 
PO Number
Enter a value for the PO Number, if applicable. This is the Purchase Order Number associated with the order. A Customer's settings will determine if this field is required and if a specified number of characters are required. 

  

   3.      Select {Save} and the new order's view page will open.



             Note: The option to add locations, new items, payments, notes, tasks, will be 

             available once the Order view page has been generated. (See Orders-Locations,

             Orders-New ItemsOrders-PaymentsGeneral-Notes, and General-Tasks)