Create an Order

With customer signature

1. From the menu on the left, select  Estimate .
2. Click on the  Estimate number below the  # column .
3. Click  Actions.
4. Click  Sign.

Tip : The estimate for the client's signature will appear. After signing, an order is automatically generated.

2. Without customer signature

1. From the menu on the left, select Estimate .
2. Click on the Estimate number below the # column .
3. Click Actions.
4. Click Order .

Step 1- Schedule:

The Schedule is not required.

1. Click on the Worker and drag it, with the left button pressed, to the desired date and time.

Tip: The Remove After Drop option , in the lower left corner, is used to exclude the Worker from the list, after scheduling.

Tip: Check Send Confirmation to Customer to send an email to the customer with appointment confirmation.

2. Click Next: Payment .

Step 2 - Payment:

1. click on Add payment.
2. Fill in the fields.
3. (Optional) Repeat steps 1 and 2 for the other payments .
4. Click Next: Products purchase .

Step 3 - Products purchase . :

1. At the top, select the tax rate used and the taxpayer.
2. Enter the product and quantity.
3. Click Place Order.

Tip: To add another product click + in the lower left corner.