Create an order from scratch on the fly

Go to CreateSalesOrder - DocuLedger to create an order from scratch on the fly.  

You can easily create a new order from scratch on the fly and initially record very minimal information by selecting the customer from a list, selecting a facility, entering a PO number, and order comments (this will appear on shipping documents), adding a product or service line item and then clicking create.  This will create an order that you can then update as you wish with more extensive information like ship to address selection, order deadline dates, shipping methods, send out an order acknowledgement etc.   

Still need help? Contact Us Contact Us