Guide: Adding an Order

From PlantX.net

This is how you add an Order.

Select the button on the toolbar

The "Orders" window appears

Select the button to add a sales order.

The "Select an Account" window appears.

Double click on the account you are creating a sales order for.

The "Sales Order" window appears with the Sales Order number and account name.

Verify the Billing and Shipping address are correct and change any nessacary attributes to the sales order.

Select the Order Items tab.

Select the button to add an Order item.

The "Catalog Item" list appears.

From the catalog item list select the material being ordered.

The "Order Item" window appears.

In this window, you set the "Order Quanity, Base price, Discount, and markup amount. Once all relevant setting have been selected, select the "OK" button to apply.

The order item now appears in the "Order Item" table.