Click here to view the "Orders" video
This article assumes that products and customers have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.
Step #1
Click "Orders"
Step #2
Click "Create Order"
Step #3
Complete the "Order Details" section by completing the following fields:
- Customer Name (required)
- Customer PO # (optional)
- Lot Serial # (optional) - only use this field if all the parts in the order have the same Lot Serial #
- Order Date (required)
- Start Date (optional)
- Requested Ship Date (required)
*Do not enter the "Actual Ship Date" as this will close the Order!*
Step #4
Click “Upload Products” to upload your file, or download the template from the database, the link is also provided at the end of this article.
Step #5
Click "Create Order" to save your progress.
Step #6
Enter any "Notes".
The workflow for Orders concludes here.
The next steps are:
Create a Product Inspection – this will generate inventory for the product (if it is not already available).
Create a Shipment – to send the product to the customer.
You can use the Order Number in both modules to pull up the related details. Once the Shipment is closed, the Order will automatically be closed as well.