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
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.