Add a customer order

Add a customer order

1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type customer orders in the Filter field.
3. Click the web.CustomerOrders list item.
4. Click the OK button. The Customer Orders form opens.
5. Click the New icon.
6. Type [your initials]? in the Order field.
Note: Using your initials will make it easy for you to identify your orders later. By putting the question 
mark after your initials, the system automatically assigns the next available number. Make sure 
there is no space between your initials and the question mark.
7. Type 2 in the Customer field.
8. Click the Save icon.
9. Click the Lines menu option. The Customer Order Lines (Linked) form opens.
10. Type [your initials]-DCBT-100 in the Item field.
11. Type 20 in the Qty Ordered field.
12. Verify the Due Date field displays the date [4 days from today].
13. Click the Save icon.
14. Click the Window drop-down arrow on the menu bar.
15. Click the Close All list item

    • Related Articles

    • Add customer order

      1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type customer orders in the Filter field. 3. Click the web.CustomerOrders list item. 4. Click the OK button. The Customer Orders form opens. 5. Click the New icon. 6. Type ...

    • Customer Order Kit Builder

      Part 1: Create a customer order for kit 1. Click the Open icon on the toolbar. 2. Type customer order in the Filter field. 3. Click the Customer Orders list item. 4. Click the OK button. The Customer Orders(Filter in Place) form opens. 5. Click the ...

    • Create a blanket customer order

      Part 1: Create a blanket order and blanket order lines 1. Click the Open icon on the toolbar. 2. Type customer orders in the Filter field. 3. Click the CustomerOrders list item. 4. Click the OK button. The Customer Orders form opens 5. Click the ...

    • Review the Customer Order Document Lifecycle form

      1. Click the Open icon on the toolbar. 2. Type customer order document lifecycle in the Filter field. 3. Click the Customer order document lifecycle list item. 4. Click the OK button. The Customer Order Document Lifecycle form opens. 5. Type [your ...

    • Add items

      Part 1: Add a new item 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type items in the Filter field. 3. Click the web.Items list item. Note: the web. forms will be listed under the Name column. 4. Click the OK button. ...