Create an order
When you send an order to your customer, you need to create one or more lines in your order.
To create an order:
- Complete the steps for creating a new customer document and choose "Order"
- Once you have created an order, you also have the option to edit or add information in the fields below.
Then you can:
- Link a document to your order (only possible if you use the Scanning add-on module)
Details about the fields
| Field | Action |
|---|---|
| Order to | Here you can click the pencil icon to change or add information about the customer you will send the order to. E-conomic automatically inserts the document number and information about the customer (as defined in the customer list). |
| Delivery location etc. | Click the pencil icon to choose or enter a delivery location if necessary. Click 'OK'. |
| References | Heading: The document title. This title will also appear as posting text on the debit account card Text/Text 2 : Choose to add general text for document. Other ref: A reference in addition to "Our ref." and "Your ref." Our ref./Our ref. 2 : Select the existing, or create an employee in the employee file. This field can be used to control e.g. sales commissions Your ref.: Choose an existing contact, or create a new one. Click 'OK' |
| Terms of Payment | Click the pencil icon to select existing payment terms or create new ones. E-conomic automatically inserts today's date, but you can change that. You can also choose which VAT applies, and which document layout from Design and Layout you want to use. Click 'OK'. |
| Where would you like to go next? |
|---|
| To the "New Quotation/order/invoice" homepage |