Use the Customer Orders Module to generate new Customer Orders and send Order Confirmations to your Customers. You can also track the status of existing Customer Orders.

Note:

Only current Customer Orders will be displayed in the table view. To view Customer Orders that have been Completed or Cancelled, use the Advanced Search.  

1. Navigate to Customer Orders.
2. Use the Quick and Advanced Search to help you find the Customer Order you’re looking for.
3. By default, the most recent Customer Orders are displayed at the top of the page. To sort by something else, click on the column heading. Click again to reverse the sort order.
4. The Order Status column helps you to keep track of each Customer Order at a glance.
5. Click Add New to add a new Customer Order.

Note:

The Customer Order Module is customisable so you can see the information that is most important to you and your workflow.

Add a new Customer Order

Note:

To create a new Customer Order, you will need to have appropriate User Access to the Customer Orders Module.

1.  Go to Customer Orders.

2.  Click Add New in the top-right corner.

Tip:

You can also create a Customer Order from an existing Opportunity or Quote by changing the Quote Status to Won.

You can also create a copy of a previous Customer Order by opening the previous Customer Order, scrolling to the bottom of the page and selecting Functions > Create Copy Order. This creates a new Customer Order where you can edit the details as follows.

3.  A new Customer Orders entry page will be displayed. Start by entering or selecting the details as required in the Customer Orders section.

Note:

You will need to complete all of the mandatory fields (marked with a *) before you can save the Customer Order. If you have created this Customer Order from an Opportunity or a Quote, some of the fields will be auto-filled.

Refer to Customer Orders field explanations for more information on each field.

4.  Once all of the required details have been entered and selected in the Customer Orders section, scroll down and click Save before adding any other information on the right-hand side.

Add other information to a Customer Order

Use the other sections of the Customer Orders entry page to do the following:

1. Add Document Comments to add comments to your printed Order Confirmation.
2. Add Internal Notes for reference.
3. Add the Products your Customer has ordered under Order Detail.
4. Click + New under Invoices to generate Invoices for this Customer Order.
5. Click + New under Despatch Notes to generate Despatch Notes for this Customer Order.
6. Add Notes and Tasks associated with this Customer Order and assign them to yourself or a member of your team.
7. Upload Files associated with this Customer Order.

Update the status of a Customer Order

The Order Status field helps to keep track of the Customer Order and can be viewed from the Customer Orders Module table view. This field is updated automatically based on Despatch Notes and Invoices associated with this Customer Order, except for when the Order needs to be marked as Cancelled.

Print or email Order Confirmation

At the bottom of a Customer Order, click the Functions button to Print or Email an Order Confirmation.

Selecting Print Order Confirmation will open a PDF of the Order Confirmation which you can save or print.

Selecting Email Order Confirmation will open the Send Email form. The Title, Body, and Reply To fields will be auto-populated based on your Order Acknowledgement Email Template. The To field will be auto-populated with the Email saved on the Customer record. You can edit any of those fields or add files before clicking Send. This email will be sent directly from your Workhorse system.

Customer Order field explanations