Central: How to create an order with order details. | Scribe

    Central: How to create an order with order details.

    • 19 steps
    1
    Go to your central dashboard and log in if necessary <https://central.leanafywms.com/>
    2
    Click on Menu
    3
    Click on "Orders".
    4
    Click on "Create Order"
    5
    Click and select the client from dropdown.
    6
    Click on "Add Item" button if the panel for adding items is not open by default.
    7
    Click on the dropdown to select the product.
    8
    Enter the quantity and select the UoM from the dropdown.
    9
    Click on "Add Item to order" button.
    10
    Switch to "Order details" panel
    11
    Click on "Add Address" to add the customer details.
    12
    Enter the customer name and select it from the dropdown.
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    If you are adding a new customer, simply enter the name and press enter. You will then be provided with fields to enter the customer's company name, address, and phone number. If you wish to save these customer details for future use, don't forget to click on the "Save Address" toggle button.
    13
    Click on "Add Order Instructions" to add additional information for the order.
    14
    Enter the primary reference number if needed.
    15
    Please add any instructions for the order if needed.
    16
    Click and select order due date if there is any.
    17
    Click on "Done" button.
    18
    Click on "Create Order" button.
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    You can click on the "Up arrow" button and choose other additional options to create an order and download it. Additionally, you can create an order and generate a picklist at the same time.