Create Orders

Owned by Keith Mangold
Last updated: Sept 08, 2022 by Amanda Thomas
1 min read

Customer Orders are used to key in requests for products to be ordered, shipped, and invoiced.





Pre-Requisites

  1. Customers

  2. Items

  3. Terms

  4. Inventory Locations

  5. Optional: Routes

  6. Optional: Add Catch Weight tab to Order Entry screen



Create Customer Orders

  1. Access the Orders module.


  2. Click Customer Order.
    You are automatically placed into a "Create New Order" mode.


  3. Specify a Customer #.


  4. Specify a Ship-To.


  5. Specify any optional header fields such as PO #, Order Date, Ship Date, Delivery Date, Route # & Stop, etc...


  6. Click within the Order Lines grid to load the Customer's default Template.


  7. Specify an Item #.


  8. Specify a Units quantity.


  9. Specify a Unit Price.


  10. Blank lines will automatically appear at the bottom of the grid when inserting a line. If desired, add any additional Item lines to the Order.


  11. Click the Save button in the ribbon bar.



When saving, if all required fields have been completed, the Order # field will be populated with Division Code - Order #. If not, please check the screen and different tabs for incomplete fields. Most commonly if Routing is enabled, the Route # and Stop need to be populated. 

Miscellaneous Charges







Customer Order Reports

The following reports can be accessed from the customer order form screen.

Order Confirmation



Shipping Order



Merchant Information



Customer Order History