What is an Order?

An order is very similar to a sale, but you have more flexibility as to when to ship the merchandise, or when to invoice the customer for the merchandise. When you create and maintain an order, you may receive full payment, partial payment (a deposit), or no payment at all.

When you create an order, the quantities you place on order are committed. The system calculates the quantity available by subtracting committed quantity from quantity on hand.

For example: You place 2 of SKU 123 on an order. The quantity available of SKU 123 decreases by 2 and the committed quantity increases by 2.

When to Create an Order

Create an order when any of the following applies:

1. You will not ship the merchandise immediately.

2. You will not invoice the customer immediately.

3. You are shipping some or all of the merchandise from a bid.

4. You cannot complete a sale transaction and you want to save the sale so you can recall it at a later time.

How to Create an Order

You can create an order in any of the following ways:

Create an order from a bid

Create an order by copying another order.

Create an order on the Header Screen.

Create an order on the Posting Screen.

Create an order by saving a sale.