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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Create a Customer Order: Basic Steps</title>
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Create a Customer Order: Basic Steps</p>
<p class="Help-Text"><a href="custorder_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> <font color="#C0C0C0" class="hcp2">|</font> <a href="../qbpos_fields/fields09.htm">Field Descriptions</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="custorder_overview.htm">Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The term <font style="font-style: italic;">customer order</font> collectively refers to layaways, sales orders, and work orders. While each of these documents have specific uses, they share many procedural workflows.</p>
<p class="Help-Info-Line">To create a new customer order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">N</span><font class="hcp2">ew</font> for the appropriate order type from the Point of Sale menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <font class="hcp2">Enter Item(s)</font> field, scan or enter item information to list the merchandise or service items being ordered. <a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<col style="width: 100%;">
<tr style="vertical-align: top;">
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<ul>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted">Scan the bar code from the item tag</p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted">Type an item identifier (UPC, alternate lookup value, or item #) and press <font class="hcp4">&lt;Enter&gt;</font></p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted">Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <font class="hcp4">&lt;Enter&gt;</font> to select).</p>
</li>
</ul>
<p class="Help-Text" style="margin-left: 0px;">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/listing_items.gif" alt="image\listing_items.gif" width="320" height="70" border="0"></p>
<ul style="list-style: square;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If no matching item is found, click the Find icon or press <font class="hcp4">&lt;Enter&gt;</font> to open the Find Item window, where you can select an item or refine your search. &#160;You can also select <font class="hcp2">Add New</font> to go to inventory to add a new item and immediately sell it.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
<p class="Help-Nested-List">Choose <font class="hcp2">Select from Item List</font> from the I Want To menu to go to your full item list and select items.</p>
</li>
</ul>
<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
</td>
</tr>
</table>
<p class="Help-Indent" style="margin-left: 0px;">&#160;</p>
</div></li>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic319.htm">Edit</a> individual item information, such as quantity, price, tax code, and discounts, as necessary.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a <font class="hcp2">Customer</font> (required, <a href="../qbpos_recording_sales_and_returns/receipt1029.htm">How do I?</a>).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter any other pertinent information in the appropriate fields, such as:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Special <a href="../qbpos_purchasing/po_instructionscomments.htm">instructions</a>, such as the work to be performed</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The <a href="custorder_longental_invpref.htm">status</a> of the order for tracking purposes (defaults to <span class="hcp3">Open</span>)</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">On <a href="wo_tips.htm">work orders</a>, you may also want to enter a due date and/or assign the job to an employee.</p>
</li>
</ul>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">Deposit/Payment</font> from the I Want To menu to <a href="so03.htm">take a deposit</a> on the order.</p>
</li>
</ol>
<p class="Help-Indent">If a minimum initial deposit is required or suggested (optional <a href="../qbpos_company_preferences/sysprefs11.htm">preference</a> setting), the Deposit window is automatically displayed if <span class="hcp3">S</span><font class="hcp2">ave</font> is selected before a deposit is taken.</p>
<ol start="7">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">S</span><font class="hcp2">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp3">Note</span>: The availability of customer orders can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="custorder_specialorder.htm">Handle special order items</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail orders to customers</a></p>
<p class="Help-Text"><a href="custorder_filling.htm">Fill customer orders</a></p>
<p class="Help-Text"><a href="custorder_sotips.htm">Tips for using sales orders</a></p>
<p class="Help-Text"><a href="wo_tips.htm">Tips for using work orders</a></p>
<p class="Help-Text"><a href="custorder_generatepo.htm">Generate POs from a customer order</a></p>
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
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