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The list of customer orders includes all the customer orders available in the system. If you don't see a specific document, filter the list by company, responsible person, or status; rearrange the list by date or document number or use the Search field to locate the document by a string in its description, company name, or contract number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list. The first column shows the shipment statuses of orders: not shipped yet, partially shipped, or fully shipped. Icons in the second column indicate whether the customer orders were paid: fully ( 
), partially ( 
), not paid ( 
). Completely fulfilled orders are shown with green check marks in the third column (with 
as a column heading).
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- Customer Order Adjustment: To register any changes to an order without changing the original document. You can adjust only the lines with goods not yet invoiced (shipped).
- Payment Terms Adjustment: To adjust previously agreed payment terms, if necessary.
- Invoice: To register the amount of goods shipped to the customer. If you have multiple customer orders of the same customer, you can create a summary invoice. For this, select specific customer orders in the list and on the toolbar click Generate > Invoice.
- Purchase Order: To indicate that the goods requested by a customer should be purchased.
- Production Order: To indicate that the goods requested by a customer should be manufactured first.
- Goods Dispatch Note: To issue the inventory for fulfilling the order from the warehouse where warehouse documents are used separately from financial documents. This type of documents is available if the Separate Inventory and Financial Documents option is selected on the Administration > Settings > Purchasing and Warehouses form.
- Cash Receipt: To register a cash received from the customer for the customer order or multiple orders.
- Bank Receipt: To register a bank payment received from the customer.
- Cheque Received: To register a cheque received from the customer.
- Inventory Reserve: To indicate to the system that the ordered products must be reserved in the warehouses for the selected order or multiple orders.
- Inventory Reserve(Cancel): To indicate to the system that the reservation of the ordered products is cancelled.
- Proforma Invoice: To provide the customer with the preliminary invoice which contains the delivery details.
- Money Receipt (Plan): To plan payments to be received from the customer for the delivery of the ordered goods and services.
- Job Order:
- Invoice Received (Return from Contract Warehouse): An Invoice Received can be generated to register the return of the goods after storage in a third-party contract warehouse.
- Phased Revenue Recognition: To recognize a specific percentage of the revenues and costs incurred during completion of project or long-term contract. This option is available if the Enable the Phased Revenue Recognition functionality option is selected on the Administration > Settings > General Settings form.
The toolbar buttons
To manually create a new document of the Customer Order type, click the Create button on the toolbar.
To edit an existing document, double-click the line with the document in the Customer Orders list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar. If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.
To create a document based on an customer order, select the appropriate customer order from the list, click the Generate button and select the required document type. The data from the customer order will be automatically copied to the new document.
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