Learn how to generate, add products and specific order details to a new SALES ORDER for a Customer.
For more information on how to add a customer
The form will populate with the default information entered in the Customer record.
Addresses and Contacts: They pull from the Customer record. They can be amended directly on the order if your system settings allow you to do so.
For more information on adding different store, delivery and accounts addresses
Use this one to enter the PO number from the Customer (if applicable)
This pulls through from the Customer Record but it can be added/amended directly on the Sales Order
You can enter information as a default in the Customer Record, for more information, read this
This pulls through from your Season Settings but it can be added/amended directly on the Sales Order
Delivery Start and Delivery Cancel: Use them if you have agreed on specific dates with your customer. When left empty, these fields don't show on the PDF
These pull through from the Customer Record but they can be added/amended directly on the Sales Order
If you have created order tags in your Settings, you can assign an internal tag to the Sales Order
For more information on adding Order Tags
If you have created order priorities in your Settings and assigned to a Customer, this will automatically pull through. You can also add/amend directly on the Sales Order
For more information on adding Customer Priorities
These pulls through from the Customer Record but they can be added/amended directly on the Sales Order
This pulls through from the Customer Record but it can be added/amended directly on the Sales Order
For more information on adding Customer Notes
ACTIVE: a New Order is active by default
APPROVED: depending on the user permission, an order will be created already Approved or Not Approved, which means it will need to be approved by another user before Zedonk will include it in the calculation for production.
LOCKED: a New Order is unlocked by default. Some users have system permission to lock/unlock Sales Orders.
FORCE CLOSE: this is unselected by default. It only needs to be selected when an order is cancelled or it no longer needs to be delivered.
