Customer Quotes, Proformas and Orders

Adding a new quote, proforma or order

When adding a new order, you must choose the customer.
Enter the first three characters of the customer details for the system to begin presenting results.
The system will match your search term agains the Customer Account Code, Company Name, or Email Address.

If this is a new customer, you can directly Add Customer from this page. The system will bring you back to the order screen once complete.

You must enter a Customer Order Number, usually supplied by the customer.
The system will check that the Customer Order Number is unique for this customer. This is important when importing schedules via EDI.
If the customer cannot provide an order number, you can enter the number 0. This will bypass the system uniquity check.

The order type is a selection of Quote, Proforma, or Order.