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Corporate Company

order_create

Order Create / Update

This function allows admin to create orders. Orders can be converted from quote or created as a new one.

To create a new order

Method 1

  1. Click Quotes > Options > Place Order

Method 2

  1. Click Order > New Order
  2. Add the order details as required. (Refer to the tables below)
  3. Click Next button to go to the next tabs (Customer Details, Order Details, Payment Details)
  4. Click Finish

To edit a quote

Method 1

  1. Click Quotes > Edit icon
  2. Order|Edit Page, Modify the details as required. (Refer to the tables below)
  3. Click Finish

Method 2

  1. Click Order > Customer Name
  2. Order | View Page, click Options > Edit Details
  3. Order | Edit Page, Modify the details as required. (Refer to the tables below)
  4. Click Finish

Customer Details

You can add the customer basic information such as name and contact details in this tab.

Field Name Required Description
First Name First name of the customer
Last Name Last name of the customer
Company Name Business or company name if it is a commercial customer
Home Phone Fixed telephone line contact number of the customer
Mobile Mobile phone contact number of the customer
Email Email of the customer captured can help you to have a long term contact with the customer.
Website Can be helpful if it is business/commercial customer
Type Type of the customer. Either residential or Commercial can be selected
Fax Fax contact number of the customer


Customer Address

You can add the customer address in this tab.

Field Name Required Description
Address Line 1 Street number of the customer
Address Line 2 Street name of the customer
City / Suburb City/Suburb name of the customer
State State name of the customer
Postcode Enter the postcode of the customer


Installation Address

You can enter the customer's installation address here. They can select to the copy the “Customer Address” to be the “Installation Address” as well.

Field Name Required Description
Address Line 1 Street number of the customer
Address Line 2 Street name of the customer
City / Suburb City/Suburb name of the customer
State State name of the customer
Postcode Enter the postcode of the customer

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Product Details

Details of the products that customer ordered.

Field Name Required Description
System Size Size of the system
Inverter Model of the inverter
No of Pannels Number of Pannels
Watts Watts of the product
Brand Brand of the product
Site Details Details of the site e.g Double Storey, Tile/Pitched


Order Details

Order details include sales rep, order date and quote number.

Field Name Required Description
Sales Rep Select the sales rep who is related to the order
Order Date Select the order date
Target Installation Date Select the target installation date
Quote Number Quote number / order book number /form number, etc which ever is suitable for you for reference.
First Status Status of the order need to be chosen from a drop down list


Identifiers

Three identifiers field for user to assign custom identifier to order.


Payment Details

Details of the payment.

Field Name Required Description
Payment Options Select payment options the order
Rebate Enter rebate
Order Total(Excluding Tax) Total price amount of the orderexcluding tax
Order Total Total price amount of the order
Tax Type Tax type to choose from drop down list
Deposit Deposit amount paid for the order
Tax Amount Tax amount for the order
Total Order Total
Mode of payment Payment method to choose from drop down list
Payment Date Date of payment for the order


Costs

This calculates the breakdown of the costs. These costs are only used for internal profit analysis.

Field Name Required Description
Cost1 Any other cost charges related to this order
Cost2 Any other cost charges related to this order
Cost3 Any other cost charges related to this order
Cost4 Any other cost charges related to this order
Cost5 Any other cost charges related to this order
Cost6 Any other cost charges related to this order


order_create.txt · Last modified: 2019/02/28 13:20 (external edit)