Video tutorial
Tutorial content:
- Example of creating an order receipt record
Creating an order
We can create a new order in two independent ways:
- Editing the offer form. In the upper gray bar, click on STORE and on the All active contracts page, we will open the contract you want. In the form, click on the Store tab and then click on the New RFQ/order button to add an order to the offer.
- In the STORE module, click on the RFQs and purchase or sales orders application in the left navigation bar, and then click on the New RFQ/Order button on the page. We will fill in the subject and type in the order form. We will also fill in the number of the order received from our customer and save the record. In the Order items table, click on the New item button. Depending on the ordered goods, we decide whether to use items without a link to the product catalogue and stock, or to choose a specific Invetory item, which we record in our stock. In our case, we select the Inventory items, and then use the picker to select the Invent. item that we want to insert. We will now determine its Quantity and save the record. In the Order items table, we now see the item we created. By clicking on the Browse button next to the Attachment with order, we will attach the order we received from our customer. When we are done, click on the Save button. In the table All requests for quotation and purchase or sales orders we now see the record we have created.