How to create a customer order

A customer order is created when you don't have the part quantity available to process the sale.

1. Click on New Sale/Client Order under the Sell Parts tab.
2. Enter the Clients Name.
   
3. Start adding parts into the Part Number field. This can be done by typing the part number, the part description, or scanning a barcode. If you are unaware of the part number, click the Part Number field and the drop-down icon that appears will open the parts search window.
4. Enter the quantity desired under the Sale Qty column. 
5. Add a Deposit if the customer is leaving one.
6. Click Save as Client Order.

A window will pop up asking if you want to add the parts to a supplier order. You can click on the Order No drop down to select to add on either an already existing open order, or create a new order.

When the part arrives, receipt the order as per usual, and then process the customer sale.

Related Articles

How to sell a part

How to add a deposit on to a parts sale

How to receipt a parts purchase order