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How to Create Customer Orders

Prerequisites: None Alternatives: None See Also: Add Items
Create Customer Order PDFs



Customer Orders are a written document specifying the orders made by the customer. It states the amount of money to be paid, the due date on which the money can be expected, and also the quantity of the product being delivered.

In Symbient Opta, the customer order is used to clearly document the agreement between your company and a customer on what goods or services you will provide, when they can expect to receive them and for how much.

The Customer Order will not show on the General Ledger as it is just a request for goods or services and no accounting transactions have taken place yet. When you are ready to Invoice the customer (ie. "Send the bill") for payment of the goods and/or services, you can create an Invoice where you can specify the Items from the Customer Order.

A Customer Order is not required to be created in order to invoice the customer. You can create an invoice directly if the goods or services are being provided at that time or have already been provided to the customer.



  1. Log into Symbient Opta and click on the menu options: Accounting > Accounts Receivable > Customer Orders.
    1. You will now see a list of any existing Customer Orders along with the Add button.
  2. Click the Add button to navigate to the new Customer Order entry screen.
  3. When the Customer Order entry screen opens, fill in all required information along with optional information and click the Save button.
    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. Customer - This is the person or company you are selling products or services.
      3. CO Number - This is the identifier provided by your customer. Typically, it is the number/identifier of the Purchase Order you receive from the customer. If the customer has not provided a CO Number, you can create one yourself using something that is relatable to the customer and this particular Customer Order.
      4. Status - This field allows your company to track the Customer Order from newly created until completed or fulfilled.
    2. Optional Fields
      1. Billing Address - If the billing address is different then the Customer's address entered in the CRM, you can enter a new address for the Customer. It will only be saved with this Customer Order.
      2. Shipping Address - If the shipping address is different then the Customer's address entered in the CRM, you can enter a new address for the Customer. It will only be saved with this Customer Order.
      3. Transaction Date - This is the date the Customer Order is captured.
      4. Due Date - This is the date all the Items are expected to be delivered to the Customer.
      5. Shipped Date & Time - This is the date & time all the Items were shipped.
      6. Paid Date - This date will be captured once a Received Payment is done.
      7. Details - This is a free form entry field that allows you to capture any information relevant to this Customer Order.
    3. Protected/Read Only Fields
      1. Reference Number - This is an identifier used to uniquely id this Customer Order and is generated by Symbient Opta.
      2. Total Amount - This is the total of all products and services entered on the Items tab.
  4. Once you have successfully saved your Customer Order, you are now ready to add Items to your Customer Order.
  5. Once you have successfully saved your Customer Order, you can add Notes and Attachments.
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