How to Manually Add an Order in the Console


1. Start a New Order

  • Select Take Order to begin.




2. Choose a Customer

  • Enter the Customer Code or Name to filter for a specific customer.
  • Select the correct customer and rep from the list.
  • Click Create Order.





3. Enter Order Details

  • Enter the PO Number.
  • Choose a Delivery Date from the drop-down menu.
  • (Optional) Add Delivery Instructions if needed.
  • Choose an Order Type from the drop-down menu.




4. Add Products to the Order

  • Click the drop-down arrow to search for the Product and select it.
  • Enter the Quantity and Price.
  • If applicable, enter FOC (Free of Charge).
  • Press Enter or click Add to Order to include the product.





5. Review and Edit Products

  • All products will appear in the Product Lines section.
  • To edit a product, click the Edit Line icon. Make changes in the highlighted fields, then select Update Line to save.
  • To delete a product, click the X icon and confirm the deletion.





6. Complete or Cancel the Order

  • When ready, select Finish Order to save and complete the order.
  • To discard the order, click Cancel Order.





After Creating the Order

1. Review Draft Order

  • Once the order is created, the Take Order screen will reopen.
  • The Draft Order will appear in the right-hand panel.


2. Edit or Delete the Draft Order

  • To edit, double-click the Draft Order.
  • To delete, right-click and select Delete Order.


3. Release the Order

  • The order is not final until you Release it.
  • Right-click on the Draft Order and select Release Order when you're ready.
  • The order status will change to Order.





Viewing the Order

You can now find the order in the Orders Grid with a completion status of Console Order.