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14.33 How to Create an Order for a Customer

Apr/1/2007


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Creating an Order for a Customer can happen through the Work Center or it can happen directly through a Contact.

From the Work Center click the Order icon.  This will open a Quote screen for you to fill in the details. Contact information will have to be filled in through the field you see highlighted in yellow in the screen view below.

The highlighted field contains a drop down for you to find the correct Contact to attach the Quote to.

Creating an Order from within a Contact can be done by finding the desired Contact and clicking the Orders icon  within Receivables in the toolbar.

The Orders screen will open for you to view existing Orders or to create a new Order.

Any existing Orders will be listed in the manner you see above. To create a New Order simply click the New Order icon.   The main order window will open for you to add the details of your Order.


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