Add New Order

To add an order, choose a customer from the list on the left side of the screen.  You should see the customer information displayed in the customer summary section.  After clicking the Add button at the top (as shown with the red arrow), another order will be added to the order list and the order detail section will be ready to enter new information.   Products can be added to an order by selecting the products from the product selection tree to the right of the order form.

The order detail section has the following fields:

1. Delivery Date - Identifies the product as being delivered and will move the product from committed to delivered in the inventory.
2. Product - Displays the product name including any options that have been selected when the product was added to the order.
3. Line Item Notes - Notes specific to a product(shown with the blue arrow).
4. Lot # - After Lot numbers have been entered on dealer shipments on the Inventory tab, they are available with the quantity not already set on other orders.
5. Quantity - Number of units, if shown with a red font, validation failed, please verify that the quantity is the correct increment for the package type that was selected. Place the cursor over the quantity on the order form for more information.
6. Price - The price is the sum of all of the price components for the product and options selected for the tier and zone that the customer belongs to.
7. Total - This is a read only field.

At the bottom of the order there are fields for Order Notes and a Payable To which is displayed at the bottom of the invoice when printed.

To remove a product from an order, press the delete button at the beginning of the order line item.  The order totals and balance will recalculate.  If you applied any incentive discounts based on the units for this product, you will need to adjust the quantity on the discount screen.