Overview

There are several billing options that make possible to create invoices automatically or manually, as needed. Features such as Mass Allocation and Automatic Billing can make a difference during an operation. However, for items that need to be manually invoiced, the user can do so under the Order Entry tab. Use the keyboard shortcut Ctrl+o to create a new order anywhere in the system.

How to Create an Order

1) Go to Order Entry > Add Order. Select the Customer, Date, Carrier, and Customer PO or Ref. # (if applicable). After selecting the customer, the system will display general information about the customer such as Salesperson, Aging, Shipping Address, Payment Method, notes, CRM link, and more. Also, there you have the option to change the Ship To and add Order Notes.

2) Save the information and start adding items by clicking on the Add items green button.

3) Once you click on Add Items, the Inventory window will open. There are two views for adding products: single mode and bulk mode (see Order Entry Options and Custom Columns). For adding products in the single mode, click on Add in the actions column. To start adding a product in the bulk mode, simply begin searching for the product that needs to be added, fill in the "Qty"  and change the price if needed, if not, press the "Enter" key to add the item.

Notice you can also add products from future inventory, units (when the Sell By Units Setting in enabled) and hard goods. To sell products from the future inventory, once you click on the Future tab, click on Add in the Actions column, and complete the required information either for boxes or for units.