- Step 1: Select the Orders screen -> Select
the Order function available in the screen
- Step 2: The system will display the New Order screen -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just done
* Explanation:
o The Order Number field will display the code of the
corresponding order.
o The Date Created field is used to select the date to create
the Order
o The Customer name field is used to select the name of the
customer registering the service. This field data is taken from the Customers menu screen
o The Sales Person field is used to select n employees to
perform the transaction. This field data is obtained from the Hr Records screen
of the HR Records module
o The Bill to and Ship to fields will display the customer's
address information if entered at the time of customer creation
o The Select item field is used to select the service that the
customer subscribes to. The selected data will be displayed in the Service name
field
o The Billing Plans field is used to select the corresponding
Billing Plan of the service set up in the Billing Plans Tab
o The Quantity field is used to enter the number of
subscriptions to use the service. For example, the service has a billing plan
of 7 days, if the quantity is 2, the customer will be able to use the service
for 14 days.
o The Tax field will display the corresponding tax value of
the service set up in the Billing Plans Tab , If the service has
not been selected for tax, it can be selected in this field. Tax data is taken
from Finance's Tax Rates screen in Setup
o The Discount field is used to enter the discount value for
the service. If the order slip matches the discount conditions set up in the
Billing Plans Tab, it will be automatically displayed.
o The Discount (money) field will show the price that the
customer gets a discount
o The Total payment field will display the total price that
the customer has to pay
o Select the function 
o Select the function 
* For Orders whose status is Confirm and Complete, the Create Invoice function will be displayed
- Step 1: At the Orders screen -> Select the Create Invoice function corresponding to the order data to create Invoice
- Step 2: The system automatically creates a corresponding invoice in the Invoices menu screen of the Sales module, and at the same time, the View screen of the order will also display more information of the Invoice
- Step 1: Select the Orders screen -> Select the Subscription function available in the screen
- Step 2: The system will display the New Order screen -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just done
* Explanation:
o The Order Detail tab will display the detailed information
of the Order corresponding to the customer's service
o The Service Details tab will display a list of services that the customer has paid for in this Order. Data taken from the Services screen
5. View details of Order
Subscription Services
* Explanation:
o Upcoming Invoice tab will display customer's Invoice details
about to be renewed
o The Child Invoices tab will display a list of invoices paid by the customer in the corresponding order
7. Delete Order
At the Orders screen -> Select the Delete function corresponding to the Order line to be deleted
