Create Orders Screen CRMSFA
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Revision as of 18:08, 12 September 2007 by JRZeitlin (talk | contribs) (New page: ==Creating a New Order == To add items to an order, enter the internal product number, or click the lookup widget to search for the product ID. Fill in the appropriate quantity, ship...)
Creating a New Order
To add items to an order, enter the internal product number, or click the lookup widget to search for the product ID. Fill in the appropriate quantity, ship before date, and order comments and click [Add to Order].
By clicking the [Create New Customer] button on the “Create New Order” screen, you can assign the order to a new customer whose information will be automatically stored in the system, rather than having to enter the customer information in the “Leads”, “Contacts”, or “Accounts” sections.
Please note: You cannot finalize an order without selecting an existing customer or creating a new customer.
