View - Sales/Invoicing
- Order registration
How to create a new order
Go to View - Sales/Invoicing - Order registration.
Click New and select a customer.
Choose if you want to create an Unprocessed order, Unprocessed batch order or an Unissued credit note.
Click OK.
An order is generated. Information regarding addresses, payment and
delivery terms, etc. is automatically imported from the contact management
module. You can override this information by entering new information
in the Sales/Invoicing module.
Click New in the Product Lines tab in order to add a product. Repeat this process for all products you wish to include in the order. Read more about Product Lines.
Enter the relevant information into the other tabs.
Click Save.
The order has been created and is given the
status Unprocessed order.
Click the Print button to print
an order, a sales order confirmation, a consignment note, etc.
Click the Invoice button to invoice
the order via the invoicing wizard.
Please note that you cannot delete a contact from the order once it has
been registered. If you have entered the wrong contact, click Delete,
and choose either Cancelled or
Lost sale.
Tip! It is possible to edit invoices after
they have been posted. This functionality allows you to edit posted invoices
without needing to credit the item or redo work already done. To read more about this new functionality
click here.
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