Take an order
Write down what a party wants before it is billed.
Steps
- Open Orders and press New order. On the phone it is the wide button at the bottom of the screen.
- Choose the party, then Add item. Search for the item and enter the quantity. The rate comes from the item.
- The delivery date is today; change it if the goods are wanted on another day.
- Add a note if it helps, and press Save order.
- When the goods go out, press Create bill on the order (Invoice on the computer), tick the lines that are actually going, and create the bill.
Good to know
- An order does not change any balance. Only the bill made from it does.
- For something that is not in your item list, choose Free Text and type what is wanted.
- A part-delivered order keeps its remaining lines pending.
- Create bill is shown only to someone allowed to invoice orders. A salesman can take the order but not bill it.
- Orders are part of the highest plan.
Next: Party Statement →