Easify User Guide...



Raising a New Order

You can raise a new order via the Orders & Quotes window, by clicking the button.

The New Order window is the most comprehensive window in Easify, giving you fine control over every aspect of a quote or an order.



The window comprises a toolbar at the top with a selection of buttons for creating and managing orders. Beneath the toolbar is an area where you can set order information such as order status, order type and order comments.

Below this is a tabbed view that gives you access to the products on the order, internal notes, scheduling, user assignments, hours logging and billing information.

The lower part of the window displays customer information along with the totals for the order.

Note: If you are using Easify in Automatic Stock Control Mode, the order window will display slightly differently to accommodate the advanced features of this mode of operation. These differences will be highlighted where applicable.

In order to raise a new order the following minimum information is required:



Comments

You will need to enter comments for the order in the Comments text box. These comments will act as a title for the order, and will print out on quotes, estimates and invoices before the products on the order. The comments should be something like "New computer for the main reception desk", "Site visit to install new underfloor heating controller" or "Various products collected in person" etc... The order comments also appear alongside each order in the Orders & Quotes main window so good comments will help you to quickly identify orders at a later date.



Products

A new order will require products. Adding products to your order is as easy as opening the Products window, finding the product you want and dragging it onto the order.



You may continue to add as many products as you wish by dragging them and dropping them onto your order.

For products that you regularly use you can enter them by their SKU. Simply type the SKU of a product into the Add Product by SKU text box and press the enter key. The product will be added to the order.

Easify also features a product picker that lets you search for products from within an order. Click the Search for Product button or press the F3 key to bring up the product picker.



Type in the description or SKU of the product you are looking for and the list of product in the product picker window will be narrowed down to match your search text. When you find the product you are looking for, select it and click the OK button (or press Enter). The selected product will be added to your order.


Customer

You will need to select a customer for your order. Again, this is as easy as dragging and dropping a customer onto the order...




All you need to do now is click the OK button and accept the changes to the order.



Please read subsequent help topics to learn all that you can do with orders and quotes in Easify...