These are the steps to creating and editing Sales Orders in the Sales Order panel.

To create a new Sales Order click the

button on the Sales Order panel.

To create a new order based on an existing order click the

button on the Sales Order panel.

To edit an existing Order you will need to click on the

button linked to that specific row on the Sales Order panel.

Creating a Sales Order

After selecting the

icon to create the order you will need to decide if you are just creating a Quote or if you are creating a Order.
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If creating a Quote you will need to check the Quote box first.

To enter product line details click the Lines button:

Order details
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Use the lower section to enter or update product lines.

If you know the Product code you will need to enter that into the Product field, otherwise you can use the search option to look though the list of existing Products you have.

Select Project, Manufacturer and/or Group. The list will then filter to the Products that fit the selected options.

Enter a code and/or description in full or part. Press Enter on the keyboard to execute the search.

To select your chosen Product either double-click on the Product name in the list or single click the item in the list and click:

If the Product has been created with Quantity Pricing information included you can check this here by selecting the View Pricing option (

) and this will display any preset discounts that might be attached to the Product if you order a certain quantity.

Once you have selected the Product you need, you will be taken back to the Order lines where you can click to save the Product Line by selecting Save (

) or you can select New Line to add another Product line for this order (

).

To just save the additional fields regardless of the product lines click:

The additional fields on the page tabs will be stored either as a single set for the header, or a set of fields for each product line.

Once you have finished adding product lines, to return to the Order Header click the button:

Use these instructions to control the columns displayed in the list.

When back on the Order Header step you can select the Document, this is where you can add a Document to the order that can be either Printed or Emailed.

To know more about this please click here.

Lastly, you can then tweak the Delivery details and Invoice details should you need to, add in the Courier and any info they might need and the Payment Details.

Now you have created the Order you will just need to select save and if the Quote option is not checked you will then be prompted to Despatch and Invoice the Product. To know more about this please click here. Once you have selected the relevant option you will see the order is now added to the Sales Order Panel.

Creating a new Order based on an existing Order

To search for the existing order enter an account number, or Company name and where prompted click

Select the required line from the results that show and then click