Customer
Choose the Customer from the pull down list, or enter a new customer. Adding new customer here will create a new record for the customer on Customer List so you can quickly access every time you create quotes, orders and invoices.
Date
Select the order date.
Quote Number
Choose an existing quote from the pull down list, type in a new quote number, or leave blank if you are not generating an order from an existing quote.
Terms
The payment terms are used to calculate the payment due date.
Days
Enter the numbers of days for the Pay in Days payment terms to use to calculate the payment due date.
Ship By
Select the shipping method from the drop-menu, or enter a new shipping method. The Ship By detail will be printed on the order for customer reference. Leave this blank if not required.
Tracking Ref No.
The tracking reference number refers to the shipping method, and is printed on the order for customer reference. Leave this blank if not required.
Customer PO No.
The customer purchase order number is printed on the order and on the statements for customer reference. Leave this blank if not required.
Salesperson
Enter the salesperson for this order, or choose one from the pull-down list.
Tax
Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).
Bill To
Enter the address the order should be sent to.
Ship To
Enter the address the products should be sent to. Leave this blank if this is not required.
Comments
These comments are printed on the bottom of the order.
Private Comments
These are comments for internal use only - they are not printed on the order.
Order Items
This is the list of items on the order. Click Add Item to add a new item, or edit and delete existing items.
Add Flat Discount
Click on this button to add a flat amount as a discount to the entire order.
Add Percentage Discount
Click on this button to add a percentage-based discount to the entire order.
Add Discount per Item
Click on this button to enable the discount column for each item on the order. Line item discounts must be entered as a percentage.
Subtotal
This is the total without the tax calculations.
Total
This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure sales tax rates.
Record
Click on this button to Record the order.
Save as Draft
Click on this button to save the order as a draft.
Save as Recurring
Save the order with a schedule of when and how often it is to be sent. When the order is due to be sent, Express Accounts will first confirm that the order is to be sent then automatically send it using the method was last used (i.e., Print, Email or Fax).
Record & Fax
Click on this button to Record the order and fax a copy to the customer.
Record & Email
Click on this button to Record the order and email a copy to the customer.