Create an order from an account and part

Before you start

You need access to Orders and permission to create orders. Have an existing customer account and part available. Review the part’s production steps before creating the order, because the new order captures those instructions.

The example books 25 lbs of .0100-inch C110 copper wire for Cedar Ridge Spring & Wire. Use your own order details and unit.

Create the order

1. Open New Order

   Select Orders, then New Order. Allow the suggested Order Number to finish loading. Keep it or enter the number used in your own system.

2. Choose the account and part

   Choose the customer under Account, then choose the part under Part Number. Check both selections before continuing.

   

3. Enter the order details

   Enter Quantity and select Quantity Unit. Add a Due Date, Description, and Notes as needed. Scroll within the form to see its remaining fields and action buttons.

   Review Order Number again after completing the other fields. Check it immediately before submission to catch an unexpected value as the form finishes loading.

4. Create and verify the order

   Select Create Order and wait for the order detail page. Check the heading, Quantity, Account, Part, and Production Progress. Reopen the order to confirm the saved details.

   

Expected result

If the form differs

The order form can be configured for your company. If fields differ from these screenshots, use your company’s required fields and review the saved order before starting work. If a saved number is unexpected, locate the order you just created before attempting another creation.