Creating a New Bid or Order
Start a New Order
Creating a new order is simple, just select new from the Sales Order Module. You can make it easy by setting up the software with your defaults regarding sales order number, billing and shipping terms, etc. The order will link to your address book making it simple to pull in a customer or create a new customer. You can identify a sales order as part of a larger project in the event you need to manage a group of orders as a project.
Order from Inventory
The system allows for both selecting items from inventory to add to the order or to create a custom item or “one off”. If your order is for an item in inventory you will select ‘Add Inventory’ and you will be able to search and select the items for the order.
Order Custom Item
If your order is for a “one off” or a custom item, select ‘Add Custom’ and you will be taken to the Part screen to create the item. If it is a “one off” you can copy an existing item and make your changes to create the ‘one off”. This will save the item so it can be referred to down the road in case you want to know exactly what you sent the customer.