Introduction
Installation
.. .. Technical Info
.. .. Network/multi-User
.. .. MS SQL Server

Upgrading
.. .. From v3 to v4
.. .. v4 to newer v4
.. ..To SQL Server

Navigation
.. .. Menus and Tabs

Inventory
.. .. New Item
.. .. List/View/Edit
  
.. .. Item Vendors

Assemblies
.. .. New Assembly
.. .. List/View/Edit

.. .. Assembly Types

Customer Orders
.. .. New Customer Order
.. .. List/View/Edit

.. .. Delivery/Shipping

Purchase Orders
.. .. Item Vendors
.. .. New Purchase Order
.. .. List/View/Edit 
.. .. Goods Receiving
.. .. Advanced

Works Orders
.. .. Introduction
.. .. New Works Order
.. .. Editing/Processing

Contacts
.. .. New Contact
.. .. List/View/Edit

Reports
.. .. MRP Shortage Forecast
.. .. Shortage Snapshot

Tools
.. .. Backup/Restore

 


Create Customer Order

 
From the main menu select [New Customer Order] - we've circled it in the image below.
 

 

Then select a customer from the drop down menu - arrowed in the image above

If you need to add a customer then select 'Contacts' from the main menu and the contacts module opens up in a new tab.

Once you've selected the customer a new - empty - order form appears - below

 


Enter your customer's purchase order number - if there is one - and then click the button - circled in the bottom right corner - to begin adding items to the customer order - see next page