Add Order Lines to Order

Order lines can be auto created from related quote lines and user having ability to amend the order lines record as per his requirement. For manual created order user can create one or multiple order lines as per requirement.

If order & order lines created manually:

  • Navigate to -> Menu Category.
  • Select Sales menu category.
  • Navigate to sales -> Order.
  • Displays list page of Order click on -> Order record.
  • Redirect to Details Page of an Order
  • Navigate to Items tab -> Create.

 

  • Redirects to create page on “Details” tab.
  • Select -> Product Category.
  • Select -> Product.
  • Add -> Quantity.
  • Add -> per unit price or per unit price will get auto set from Price list.
  • Click on -> Save or Save & Close button.

 

  • If order created from the quote, then quote lines will get copied to order with all pricing details.

Order Created from Approved Quote

 

Order Lines created from Quote Lines