Create order

Forecast and order can be created directly under the company acting as a customer or they can be created as part of a sales project.

If the order process is trivial (a customer is ordering a product), it is most easy to set up the order directly below the company.

If the order process is not trivial (it takes time, there are several contacts and there are more activities), it would be most efficient to create the order (forecast) below a project linked to the customer.

The screen shot shows such a project.  The project is created from the Projects tab directly below the customer Hirago Coding ApS.

Select Orders/Forecast tab(Orders) and click on the button New

This will create an Order in the Order Configurator.  There is room for plenty of detail information, here are examined only the most important:

Status indicates how far in the sales process the order has reached. For a start, this field is filled with Preparation. There may also be appointed an expected accounting period. Normally, the order will be linked to the Company, Project and Contact automatic, but if, for example, Contact is missing you just choose this. At least, you have to before sending an offer.

Then switch tab to the price book. In this price book you can drag-drop product lines down to the order line area (or double-click) and well below you can be change for quantity, discount, price, etc. Dependent values are calculated automatically.

The weighted value of an order line is calculated by examining the project's scoreboard. In this example no scores are registered and therefore the order lines are weighted by the value that is set as the minimum (1%).

Now is the order created - with the status of being prepared.

If we went back to the project, the order/forecast could be found under the tab Forecast.

And - as the project is related to a company (Hirago) - the order/forecast can be seen here as well.

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