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How to Add Items to Customer Orders

Prerequisites: Customer Orders
Alternatives: None See Also: Create Customer Order PDFs

A Customer Order may include multiple items (goods or services), and each item needs to be entered separately on the Customer Order. Items are entered using the Items tab and allows you the ability to capture each item, quantity, price and any sale price. All the total of all the items is captured and shown on both the Items tab as well as on the Details tab.

  1. After successfully saving the Customer Order, click on the Items tab.
  2. Click the Add Item button.
  3. Select the Product or Service from the drop list that you want to add to the Customer Order.

    Note: For help adding Products/Service, See Also: Create a Product or Service.

  4. Once you have selected the Product or Service, you can enter:
    1. Qty - defaults to 1
    2. Sale Price - default is from Product/Service but can be changed per Item.
    3. Optional Notes - you can enter any notes per line item.
  5. You can repeat steps 2 thru 4 until all Products and/or Services have been entered for this order.
  6. Click the Save button
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