The ‘Customer Order’ document defines a customer's intention to purchase a specified amount of goods from the seller with the specified price.
To access the ‘Customers Orders’ documents list, go to the ‘Sales’ section (see the figure below).
The schematic showing how to access the ‘Customers Orders’ documents list
As the list is filled and for convenience of work, you can change its display settings. Click the ‘More’ button in the document list right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.
A customer order can be created according to the Lead and Event documents from the ‘CRM’ section, the Quotation document from the ‘Sales’ section and the Projects and Companies catalogs.
A customer order itself can be used as a basis for the following documents:
- ‘Invoice’ (to arrange the inventory shipment)
- ‘Custom Order Adjustment’ (to make changes to an order without adjusting the original document, if the inventory has not been shipped or was shipped partially; you can adjust only rows with unshipped inventories)
- ‘Payment Terms Adjustment’ (to adjust previously agreed payment terms, if necessary)
- ‘Cash Receipt’ (for cash payments received from the customer)
- ‘Bank Receipt’ (for non-cash payments received from the customer)
- ‘Cheque Received’ (for bank checks received from the customer)
- ‘Money Receipt (Plan)’ (to plan receipts from the customer)
- ‘Inventory Reserve’ (to reserve inventory in the warehouse for the specific customer order)
- ‘Inventory Reserve (Cancel)’ (to cancel the inventory reserve in the warehouse for the specific customer order)
- ‘Invoice Received’ (to issue the order refund for the customer)
- ‘Purchase Order’ (to purchase inventory ordered by a customer)
- ‘Expense Order’ (to issue inventory expense from the expense warehouse)
- ‘Proforma invoice’ (to issue the invoice, e. g. when order payment should to be separated into several independent invoices)
- ‘Production Order’ (for orders that require prior production)
- ‘Costing’ (to show tangible and intangible costs for production output (work execution) in the costing report)
- ‘Event’ (to schedule a meeting or a call with a customer regarding the order)
To create a document based on the ‘Customer Order’, select the appropriate customer order from the list, click the ‘Generate’ button and select the required document type. You can do it also by opening the ‘Customer Order’ document. Customer order data will be automatically inserted in the new documents.
In the order list you can track its status in the ‘Shipment status’ (box icon) and ‘Payment status’ (coins icon) columns. The size of a filled area indicates no, partial or full payment and shipping. ‘Completed’ order is marked with a lock.
Form for creating documents based on the ‘Customer Order’
To print a document, click the Print 
button and choose a printing form. The form will be opened for preview, then it can be edited in the Editing mode. To enable this mode, click the ‘Edit’ button on the toolbar above. Then click the ‘Print’ button.
To save a document in the required format, click the ‘Print’ button. The form will be opened for preview, then you can click the Save button, select the saving location and file format.
To send a document via email, click the ‘Print’ button. The form will be opened for preview, then you can click the Send button, select the file format and enter the receiver's address.
To see the documents related to the current one (hierarchy structure), click the View Hierarchy Structure button 
. The window containing all the related documents appears. You can open each of these documents (double-clicking it), repost , undo posting or mark for deletion (
, 
and 
buttons on the left toolbar). You can view the hierarchy structure from the list, or from each document by clicking the corresponding button in a form.
To attach or view files that are already attached to the document, click the Attached files button 
. In the displayed window you can add a file (‘Create’ button) or open an existing one for view/editing (
, ‘Edit’ and ‘Post and Close’ buttons). You can view attached files either from the list, or from each document by clicking the corresponding button in a form.
To view the result of a document accounting, click the Document's Transactions Details button 
. You can view the report either from the list, or from each document by clicking the corresponding button in a form.