Page tree
Skip to end of metadata
Go to start of metadata
Transactions | Customers | Orders | Create or Modify

Customer Order Entry allows you to create customer orders and modify active orders (that is, orders that have not been fully invoiced). All order details, except the Customer Code, can be modified.

Customer orders consist of several sections, including header and body, which includes various line types. You can use Import (F11) to insert lines from various document types, such as quotations or existing orders, or from kits (which are lists of products and/or services).

An order can be deleted at any stage, including after it has been accepted (unlike customer invoices), as it does not affect the amount you are owed by your customer. You don't have to delete each line individually on an order as the lines don't post to sales analysis or general ledger. To delete an order, accept the header to display the lines then return to the header and select Delete (F6).

Product quantities will be updated with ordered, backordered and reserved quantities.

See Creating customer orders 

Invoicing Options

You can set up a number of options, messages and password controls for Customer Order Entry in Setups | Customers | Options | Invoicing Options. For example, you can choose to display a warning if there is insufficient stock available or if the customer has exceeded their credit limit; you can apply a password level to allow only authorised users to enter transactions for In-Dispute customers or to access customised customer transaction-entry screens; you can choose whether to allow users the option to read in any existing transactions for a customer when they start entering an order. 

See Customer Invoicing Options 

Generating picking slips and/or delivery dockets

You can automatically produce picking slips and/or delivery dockets when you complete an order. To do so, choose Reports | Customers | Documents | Picking Slips (or Delivery Dockets) and on the Sequence tab set Automatic Mode to Yes. 

See also Shipping orders

Producing invoices from orders

To produce invoices from orders, select Transactions | Customers | Invoices | Generate from Orders.

See Generating invoices from orders

Order-entry screens

Order-entry screens are designed in Customer Order Screen Design  (Setups | Customers | Screen Designer | Order).

See Creating and managing screensCreating multiple screen layoutsSetting up user-specific transaction entry screens

Sending documents

You can use Attaché Document Management (formerly Attaché Alex) to automatically email customer orders to your customers when you create them. You can also set up an online Using BizDocs Outbox to track and manage your sent documents, and your customers can set up a Using BizDocs Inbox to receive and store documents that you send them.

See Attaché Document Management (Alex) and Sending documents.

Order confirmation form layouts

Order confirmation form layouts are designed in Customer Order Confirmation Form Design (Setups | Customers | Forms Designer | Order Confirmation).

See Creating a new customer or supplier form


Related topics

Customer Order Lookup

Turning a quotation into an order

Customer Standing Order Entry

Outstanding Orders Report

Product Status By Date Report


REF: ID 107 | MOD 2 INVMODS | WHLP | 291017

Tip: The Send Confirmation? check box allows you to choose whether to send an order confirmation to the customer (and/or print one).

If you choose Yes, the order confirmation is processed when you accept the order, as follows:

  • If you are modifying an existing order, you are prompted to choose whether you want to process the order confirmation again. If you select No, processing of the order confirmation stops. 
  • If you choose Yes, you are prompted to choose a printer for a printed copy of the order confirmation. If you do not want a printed copy, click Cancel.
  • The order confirmation is sent via Attaché Document Delivery (Alex).