Tag Archives: orders

Attached Items

“Attached Items” refers to Sales Order items that are ordered specifically on a Purchase Order or Transfer. Creating attached items is easy: open the sales order open the purchase order drag an item from the sales order to the purchase order The sales order must be accepted. If the quantity of items is more than… Read More »

Entering Service Orders

There are a number of changes involving entering Service Orders. The basics are the same: identify the customer, set the dispatch and job address. What’s new is what comes next.   Source Order is the order the unit was originally installed by if we did the installation. You can look this up using the Order… Read More »

The new Order Timeline

Edit 9/28/2015: updated to reflect new formatting. Build 262 introduces the Order TimeLine. TimeLine replaces both the Gallery and the Note list. This is a Timeline viewed on the order. The Timeline looks exactly the same if you view it from a webpage or from an Order. The webpage will only show public items. The Order… Read More »