There are several ways an Order can be added to DocketManager.

  • Orders > New
  • New (Quick Add) > Order
  • CRM > Customer or Contact tab > New order on vertical ellipses
  • CRM > Customer or Contact View > + icon on Orders section
  • CRM > Customer View > Contact section > New quote on vertical ellipses 
  • Point of Sale


Creating a new order on MIS will usually begin with the opening of a New Order modal. The exception to this will be new orders created on POS.




Notes:  


Step     Action

  1.       Complete the fields on the New Order modal.


Note: Information may prefill in some fields depending on the defaults set on the customer, contact, or general order settings.


General 

Field
Description
Order Number
This is a unique number assigned by the system to identify the order.
Order Name
Enter the name for the actual order. This will identify the entire order as a whole.
Customer

For more information on creating a new customer, see
Customer - Creating a New Customer
Select a Customer from the drop-down or select + icon to create a new customer.

This is the Customer that the order belongs to. Any defaults set on this customer will prefill once selected.
Contact

For more information on creating a new contact, see 
Contact - Creating a New Contact
Select a Contact from the drop-down or select + icon to create a new contact.

Note: The Contact drop-down options will be filtered based on Customer selection.

This is the Contact that the order belongs to. Any defaults set on this contact will prefill once selected.
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.
Receiver
This is generally the Active User that created the order.


It will default to the logged in Active User. 
Note: If the logged in Active User is NOT selectable, 'Select an Option' will appear in the drop-down.
Sales Rep
Select a Sales Rep from the drop-down who is to be the default.
CSR
Select a CSR from the drop-down who is to be the default.
Statuses
These are the statuses for this order. 


If the customer has default order statuses, they will display here.

Order Tags
These are the order tags for this order. 


If the customer has default order tags, they will display here.


Tags can be selected from the drop-down or manually entered.  
Ship Type
This selection will be the Shipping Type for this order.

If the customer has a default Ship Type, it will display here.

Invoice Delivery
Select an Invoice Delivery method from the drop-down.


If the customer has a default Invoice Delivery method, it will display here.

Payment Terms
This selection will be the Payment Terms for the order.


If the customer has a default set for Payment Terms, it will display here.

Tax Type
These selections will be the Tax Types for the order.

If the customer has default Tax Types, they will display here.

Note: These options can be modified. (See Financial - Taxes) 

Order Date
This is the date the order was created.


It will default to today's date but a custom date can also be selected.

Invoice Due Date
This is the date that the invoice is due.
Invoice Date
This is the date that the invoice calculates aging on. It will always default to the day the order is posted but if Manually Enter Invoice Date in settings is set to Yes, it can hold a custom date.

  

Locations

SectionDescription
Default Billing


This is the default Billing Address for the order.  

It is first populated by the Order Contact's default Billing Address. If that is blank, it will fallback to the Customer's default Billing Address. 
Default ShippingThis is the default Shipping Address for the order.  

It if first populated by the order Contact's default Shipping Address, if that is blank, it will fallback to the Customer's default Shipping Address. 

It can also be set to Same as Billing address by checking the box to the right of Default Shipping.

For more information, see Orders - Locations.


   2.      Select {Save}. The new Order view page will open.


Once the new Order has been created, items can be added to the Order from the view page. For more information, see Items - Adding Items.