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How to Create an Order
How to create an Order
Section titled “How to create an Order”From scratch
Section titled “From scratch”- Go to Data → Commercial → Orders
- Click + New Order
- Select the Customer
- Add Line Items with quantities and prices
- Set the Required date
- Click Save as Draft, then Confirm when ready
From an Estimate
Section titled “From an Estimate”- Open the accepted Estimate
- Click Convert to Order
- Review the pre-filled details and click Confirm
Order statuses
Section titled “Order statuses”| Status | Description |
|---|---|
| Draft | Being prepared |
| Confirmed | Ready for production |
| In Production | Job is active on the floor |
| Partially Shipped | Some items dispatched |
| Shipped | All items dispatched |
| Delivered | Customer confirmed receipt |
| Completed | Fully closed |
| Cancelled | Withdrawn |