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- Click the New Customer Order button. This replaces some of the fields: the Shipping Date and Warehouse fields appear, while the Customer Order field becomes unavailable..
- In the Customer field, type a customer name, type the customer's phone number and the email address in the respective fields and click the green button to the right of the Customer field. This creates a master record for the customer. Note. Add the customer address to the master record if the order will be delivered to the customer address.
The POS interface in a case of new order - Click the Add
button to add a line to the order. - Select an item, specify its quantity and make sure the price is specified.
- Check that available discounts were applied to the order.
- Enter a manual discount if applicable and allowed by the entity's policies.
- Specify a shipping date for the goods in the order using the Shipping Date field in the upper area of the form.
- Make sure the correct warehouse is selected in the Warehouse field.
- Click the Make a Customer Order button at the form bottom. The system generates a new customer order.
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