New Order

Creating a New Order is simple:

  1. Specify or Create the Customer
  2. Click on the button/link to Create the Order
  3. The order header is created and the Order Page displays

That's it!  You're now ready to add items and edit other info on the order.


Specifying the Customer for a New Order

Creating a New Order for a Customer

Once you have identified or created the customer for an order the customer confirmation info appears in the lower portion of the start page. This lets you confirm that this is the correct customer and also shows you info about any existing orders. You may click on the "Select an Existing Order" if you want to edit an existing open order for the customer.