The following explains how to create a new Order.
Click on the Sales topic in the Main Menu. Then click on New Order. Now a form appears with the label, "Find the Customer for this Order." This is a search form that you may use to find the Customer involved in the Order. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Orders form for you. Now you only have to enter the remaining data to complete the Order form before taking an Action such as Processing it.
When you are Entering an Order, you may either be Entering a new Order for a New Customer, or, Entering a new Order for an Existing Customer. Both situations are described next.
First, click on the Sales topic in the Main Menu. Then click on New Order. Now a form appears with the label, "Find the Customer for this Order." This is a search form that you may use to find the Customer involved in the Order. Since this is a New Customer, click on the New button in the upper left hand corner section of the form. You will now be brought to the Customers form to add this new Customer. See: Adding Customers. Once you have added the Customer data in the Customer form, you will be able to quickly return to Entering your Order by clicking on the Initiate Transaction button in the Customer form. When you click on the Initiate Transaction button, you may select Create New Order.
Now, all of the appropriate data from that Customer will automatically populate the fields of the Orders form for you. The next step is the entering of the remaining data to complete the Order form before taking an Action such as Processing it. See: Adding Orders.
First, click on the Sales topic in the Main Menu. Then click on New Order. Now a form appears with the label, "Find the Customer for this Order." This is a search form that you may use to find the Customer involved in the Order. See: Find. Once you have selected your Customer, all of the appropriate data from that Customer will automatically populate the fields of the Order form for you. The next step is the entering of the remaining data to complete the Order form before taking an Action such as Processing it. See: Adding Orders