The Orders screen allows you to view, manage and add new orders for the contact. An order can be a simple request for a single product, or a maintence/repair job for the customer. The order is a request for product and/or work that needs to be fulfilled. When completed, an invoice can be generated for the order.

To add a new order, simply click the New Order button. To delete an order, select the order you wish to remove and click the Delete button.

To edit/view an order either double click the order or select it and click the Edit button. The Order screen has a look and feel consistent within Invoices and Purchase Orders only here the functionality available is specific to Orders.

When an order is ready to be shipped you can create a new shipment for the order by selecting it and clicking the New Shipment button. You must be assigned to a warehouse to perform this function. For more information on warehouse assignments please see the Employees section of the help file.

When an order is complete, you can create a new invoice for the order by selecting it and clicking the New Invoice button. This will create an invoice with all of the products and details from the selected order.