From Stock

With Printcost, you can create an order from stockon hand. If there is not enough stock on hand to fill the order, Printcost will notify you. Printcost will then allocate any stock available to be sent, and if set up to do so, it can place the remainder on backorder.

On this page:

Table of Contents:

Creating an Order - Order Sourced from Warehouse

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 that will be sourced from a warehouse:

  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 description of the order.
  5. Click Accept.
    • Result: Where applicable, the Select Item window displays a list of catalogue items (highlighted apricot), previous orders (highlighted green), and quotes (highlighted mauve).
  6. From the apricot highlighted items, select the relevant catalogue 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. From the apricot highlighted items, select the warehouse from which the order will be sourced.
    • Result: The Order Details window is displayed.
  8. In the Quantity field, enter the quanitity 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.
  10. Specify the quanitity to be delivered, the delivery date and time, complete the contact and delivery address details, and select the relevant Cost of Sales 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.

What Next?

If you want to edit the order, on the Sales Order window, double-click it.

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.