Adding Orders

Orders consist of a "header record" that contains data relating to the entire order (e.g. order number, currency), and item records that contain data concerning the individual items in the order.

Orders are added for accounts.

Note the following when adding orders:

• If you commonly add orders in various currencies, decide on the currency to be used by the order. Once the order has been saved, you can no longer edit the Currency field. The currency is transferred to the order items.
• Prices are calculated for the individual order items. If price lists for the items have been defined in the same currency as the offer, these price lists are used to price the items, >> Pricing.

  Conditions, bulk discounts and special prices must be defined before adding an order, >> Conditions and Price Lists.

To add an order:

1. Switch to the desired account.
2. Switch to the Orders node in the tree and click on (New).
   
   
   

   Default values are entered in some of the fields.

3. Enter data such as the Stock, Payment method (payment method) and any discount.
4. Save.

   The order number is entered automatically.