Take a customer's order

Transcript

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1. 0:01

   Welcome to FlairSuite. A sales order records what a customer has agreed to buy, before you deliver it or send the invoice. In this short video, we will create one, and find it again in the list.

2. 0:21

   Sales orders are under Customers, Orders. The list shows each order's number, customer, price, and whether it is approved. To take a new order, click Create Order.

3. 0:33

   A new draft order opens, with today's date already filled in. Click the Customer field and choose who is ordering. You can search by name, or add a new customer from here.

4. 0:52

   Next, click Add Item and pick the product being ordered. Its price and VAT come straight from the product. Then choose the store the goods will be delivered from.

5. 1:12

   Click Save to keep the order. When the customer confirms, Generate Payment turns the order into an invoice and takes their payment, and View Order shows it as a document you can print.

6. 1:31

   Back in the Orders list, our new order is there as a draft, with its customer and price. Click it at any time to open and change it.

7. 1:39

   That's it. We created a sales order, chose the customer and the product, saved it, and found it in the list. Thank you for watching.