From Production

With Printcost, you can create an order sourced from production. If you are unsure of where the finished goods will be sourced from, you can still capture the order with a view to specifying the the source later.

On this page:

Table of Contents:

Creating an Order - Order Sourced from Production

Before you begin

Before creating an order, ensure that the Customer File window is displayed.

To do this, on the left menu, under Work, click Customers.

To create an order without specifiying the source:

  1. On the Customer File window (List View), select the relevant customer.
    • Result: The relevant customer row is highlighted.
  2. At the top-right of the Customer File window, click Order.
    • Result: The New Sales Order window displays the selected prospect's contact details.
  3. In the Customer Order Number field, type the order number.
    • Note: This should be a unique number for this order.
  4. In the Order description field, type a desctiption of the order.
  5. Click Accept.
    • Result: Where applicable, the Select Item window displays an item called 'Unlisted Item' (highlighted white), a list of catalogue items (highlighted apricot), previous orders (highlighted green), and quotes (highlighted mauve).
  6. Select the relevant item.
    • Result: The Select Fulfillment window displays a list of sources.
    • Note: If you accidentally selected the wrong item, click Cancel. Clicking Cancel will display the previous window (Select Item) and select another item.
  7. Select 'Production'.
    • Result: The Create / Select Job window displays a list of jobs.
    • Note: You can create a new job record:
      • from scratch
      • based on standard quotes or actual quotes, or
      • by duplicating an existing job
  8. In the Quantity field, enter the quantity of cartons, packs, items, sheets or units, and from the drop box, select the relevant option.
    • Result: If the catalogue price is used, the order's pricing is calculated automatically.
    • Note: Alternatively, you can deselect the Catalogue Price checkbox and enter a price.
  9. Click Deliveries.
    • Result: The Add Required Delivery window is displayed. If the Add Required Delivery Window is not displayed, click Add.
    • Note: You may be asked to change the quantity to a minimum amount. Clicking Yes will reset the quantity you entered to the minimum amount. Clicking No will set the quantity to the amount you entered.
  10. Specify the quantity to be delivered, the delivery date and time, complete the contact and delivery address details, and select the relevant revenue account, then click OK.
    • Note: For example, if the order was for two cartons, and it is to be delivered one carton at a time, specify a quantity of 1 carton, the date required, delivery time, and complete the customer's contact and delivery details.
    • Result: The delivery record is added to the list of required deliveries.
  11. Do you want to add another delivery to the order?
    • If Yes, go to Step 9.
    • If No, go to Step 12.
  12. On the Order Details window, click Complete Order Line.
    • Result: The Sales Order window displays a list of orders, including the order that you just completed.
    • Note: If part of the order has not been assigned to a delivery record, you will be asked if you want to create another delivery. Click Yes. Alternatively, you can click no then edit an existing delivery record.

What Next?

If you want to edit the order, on the Sales Order window, double-click it. Alternatively, you can select it, then click Edit Line.

If you want to add a new order, on the Sales Order window, click Add Item, and go to Step 6 (above).

If you want to cancel an order, select the relevant order record, then click Cancel Line and click Yes.

Note: If the Add Item, Edit Item and Cancel Line buttons are not displayed, on the Sales order window, click Order Lines.