Getting started - Order Processing
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Revision as of 14:54, 29 November 2011 by Richard Green (talk | contribs) (→Processing Sales and Purchase Orders)
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Contents
Summary
The following article explains how to get started with our Sales and Purchase Ordering modules.
More Information
Initial Setup - Creating Order Statuses
- Though there are standard order statuses setup in your Platinum system you may wish to customize your setup with ones of your own. See How do I Set up Statuses for Sales Orders? and How do I Set up Statuses for Purchase Orders? for details.
Creating Sales and Purchase Orders
- Creating sales or purchase orders in Platinum to be a quick and simple as possible. See Creating a Stock Sales Order for details on creating customer orders and Creating a Purchase Order for help on creating orders to bring your stock in from suppliers.
Processing Sales and Purchase Orders
- See Processing a Sales Order and Processing a Purchase Order for details on how to process your orders (e.g. receiving in orders confirming them or printing delivery notes for them delivery them. You can also click here for additional help on order column headings.
Searching for Existing Orders
See also
- Getting Started - Stock Control
- How do I set a Default Delivery Address?
- How do I Split an Order Item?
- How do I transfer items out of the POP Account?
