Last updated April 3, 2019
Order Creation
How to create an Order.
Creating an Order
Create an order without a Customer:
- Go to the Orders Tab and click the ‘+ Add Order’ button on the upper ride side of the table, and select the appropriate ‘Product Form’
- At any time, you can add a customer to this order by clicking ‘+ Add Customer’ in the left panel of the Order Overview
- Complete and Submit the order form. This will move the order from ‘Incomplete’ to ‘Pending’ status
Create an order on behalf of a Customer:
- If the customer does not exist already start by <a href=”https://learn.factoryfour.com/user-guides/customer-management/customer-creation/” target=_blank>Creating a Customer</a>, else go ahead to Step 2.
- On either the Home Page or Customers Page, click a customer to navigate you to the ‘Customer Overview’ page
- From the ‘Customer Overview’ page, click the ‘+ Add Order’ button on the upper right side of the order table, and select the appropriate ‘Product Form’B
- Complete and Submit the order form. This will move the order from ‘Incomplete’ to ‘Pending’ status
