Take an order

Write down what a party wants before it is billed.

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Steps

  1. Open Orders and press New order. On the phone it is the wide button at the bottom of the screen.
  2. Choose the party, then Add item. Search for the item and enter the quantity. The rate comes from the item.
  3. The delivery date is today; change it if the goods are wanted on another day.
  4. Add a note if it helps, and press Save order.
  5. 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 →