<aside> 💡 An Order will need to be created before any Inventory can be added to a Customer. Orders represent various projects that a moving company does for a Customer. For instance if a hotel was remodeling its rooms, an Order could be created for each floor to track inventory per floor. If a chain of hotels was remodeling its rooms, an Order could be created for each hotel location. Typically household goods will only have one Order.

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Create An Order 📖

1. Navigate to the Customer and click the Orders tab

   

2. Click New Order

3. Set any desired fields and then the Order Number, which is required.

   

   • Storage Type

     <aside> 💡 An informational picklist that includes things like Military, SIT and Special Commodities

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   • First Day in Storage

     <aside> 💡 Note the the first day a shipment was in the Warehouse

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   • Download

     <aside> 💡 This allows Mobile users to Receive, Move and Ship goods under a Customer Order

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   • Keep Active

     <aside> 💡 This option is to keep the Order active after scanning out all Inventory; HQ Warehouse will archive Orders without in-warehouse Inventory when this is not set to True

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   • Comments

     <aside> 💡 Make additional Comments about the Order

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   • Storage/Perm Options

     <aside> 💡 Input storage and valuation information for reporting and reference

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   • Weight

     <aside> 💡 Total weight for the project

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4. Click the Edit Weight button to add a Weight Date, Unit of Measure and Weight value; this must be zero to archive an Order

   For more information see Archiving Customers

   

<aside> ✅ Click Save to create the Order. Inventory can now be Received under the Customer.

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