square-chevron-rightThe Orders

Context:

Once the quote has been approved by AMB & ST, the order for the new manager is then placed with MASOCIETE.

In addition, another new order has been received for its new premises. It includes:

  • A corner sofa

  • 4 armchairs

  • A wall-mounted TV stand

This order will also be prepared and shipped to AMB & ST.

Implementation in Simax

Creation of an order from a quote

Once AMB & ST has approved the quote. In the quote list, simply click on [[create order]].

The quote lines are included in the order and saved.

Creation of an order

To create an order, click on Sales > Order > Create order.

Fill in the customer, contact, and order lines.

For the command line, click on [[New]] in [Amount], then choose the item name and quantity, and the rest will be filled in automatically.

And [[Save]].

Both orders are visible in Sales > Order > Orders.

Creation of branch order

Cf. Documentation ERP_25_Multi-company management

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