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This text refers to program version 8.4  

Create Menu - Activity - Order

This page describes the 'Order' function on the Create menu in the Activity record window. If you are using iOS or Android, the 'Order' function is on the + menu.

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The 'Order' function allows you to create a Sales Order from an Activity quickly and easily, without the need to change to the Sales Orders module and open the Order register.

For example, from the 'Communication Centre' window, you might call a Contact or answer a call. A new Activity will be created when the call is answered. If the Contact wants to place an Order, save the Activity and then select 'Order' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The Activity window will be closed, and the following window will open, allowing you to create a new Order:

The new record will be opened in a window entitled 'Order: Inspect'. This means that it has already been saved and is being opened for checking. Customer details will be copied to the Order, but the 'Items' card will be empty.

Please refer here for details about processing an Order.

The Activity and the Order will be connected to each other through the Link Manager and Workflow Manager. When reviewing the Activity, you can return to the Order quickly and easily using the Link Manager, while you can open the Activity from the Order using the Workflow Manager.

If the function does not create a Sales Order, the probable causes are:

1. The Contact field in the Activity is blank (i.e. there is no Customer to be transferred to the Order).
   

2. There is no valid record in the Number Series - Sales Orders setting (in the Sales Orders module). This problem will usually occur at the beginning of a new year.
   

3. The Activity has not been saved.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu
  

• Create menu, including:
  
  • Email
    

  • Letter, Letter with Quote
    

  • Order
    

  • Quotation
    

  • Subtask
    

  • Way List

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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