OngoingWMS - Manually create an Order

Created by Tania Rivieccio, Modified on Fri, 4 Apr at 9:00 AM by Tania Rivieccio

Create an order

To create an order, go to Order ⇒ Create order. In the first step, select a customer or create a new one by clicking on New customer. Once you have selected a customer, fill in the delivery day and the goods owner order number. Those two fields are mandatory, the rest of the fields, such as reference and comment, can be filled in if needed. To the right in the view, in the box Freight, the freight contract to be used is filled in.

Overview of the form used to create a new order.

When all information has been filled in, press Create. This will direct you to the menu Add to order, where articles can be placed on the order. Type the wanted number of an item into the text box and press Green shopping cart button.. To change the amount, write the correct number of items and repress Green shopping cart button.. To remove all items of an article, press Red trash can button..

If you want to leave the order open, to finish it later, press Keep order open. The order will then be found in the order list with the status "Open" (yellow in the order list). This status means that the order is not yet ready to be picked by the warehouse staff and may still be changed by the customer. By pressing Close order, you will set the order status to "Released" (blue in the order list). This signals that the order is ready to be processed by the warehouse. If you wish to remove an order, press Remove order. The order will still be visible in the order list with the status "Cancelled" (black), but will not be further processed.

View of order info, items in the cart, and the different buttons.


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