Creating a new Order

Overview

New orders can be created in the system manually. The system refers to these orders as DIRECT, meaning it has been raised internally in the system. Such orders can be telephone sales, reorders or if you need to merge several external orders into one.

Creating a new Order

To create a new order go to the Order Book tab and then click New Order

This will display the New Order screen. In this screen you will be able to enter the customer's details, enter the status of the order, date of the order, an order reference, order items and shipping information

Order Status

In the Status secton of the screen, enter the date the order was placed, the status and reference. As default the Date is current date, Status is not paid and the reference is the order number with a D appended on the end. The source of the order cannot be changed from direct

Entering Customer Details

Customer details entry can be found on the left of the screen (highlighted below)

The required fields for Customer Details are:

• Name
• Address 1
• Town
• Post Code
• Country
• E-Mail Address

These are the most basic pieces of information required to ship a parcel via a courier. It is good practice to fill out as much information as possible about the customer.

Adding an item to the order

Next items will need to be added to the order, this can be done by clicking the Add New button on the right of the Order Items section of the screen.

This will bring up the Find Stock Item screen. From this screen the user can search for stock items using the search bar.

Enter either SKU, Title (name) of the item or Barcode for the item, it will automatically search for the information you have entered. If there are too many items, it is possible to use the subsearch feature to filter your search to find the requried product, this is useful if you have multiple variations of the same product. (highlighted in the picture above).

To add the item to the order either duble click on the item or select the item then click OK.

This will then add the item to the order screen.

To edit the quantity for an item, simply click on the quantity and then change it to the desired value then press enter.

The unit cost can be changed as well if desired Unit Cost as well. The unit cost is excluding VAT

The tax rate, tax amount, Line (ex. tax) and Line are automatically calculated. An items TAX is either taken from the system default or if specified will be taken from a unique tax rate for the selected item.

If another item is required then repeat the above steps.

Shipping Information

Next a shipping service as well as packaging, P&P cost and if known a tracking number for the order.

As standard the shipping service will be Default and so will the Packaging type. For this example we have selected the service as ParcelForce 48 and a Packet -Jiffy Bag as the packaging type. A P&P Cost of 1.20 has also been added to the order. P&P is including TAX. If a tracking number is unknown leave blank. For couriers such as ParcelForce the tracking number will be automatically generated when a label is printed.

Saving the Order

To save the order simply click save on the top right, it will then display a message when it has been saved. It will not close the screen. It is possible to save an order before order items have been added, however it will then appear in the Open Orders screen.

Once you have finished with the order click Exit on the top right.