Creating Order Types

Order types are used to differentiate one type of order from another where this enables them to be handled differently by the system.  Also for reporting purposes where reporting on order type activity would be valuable.

A ‘Sales’ order type appears as a default in this section, and additional ones can be created.  These can then be selected at the point of creating an order, or included as part of order information when received electronically.

NB: The description ‘Internal Order’, given to orders created automatically in the system (see Orders>‘Internal order Creation for Raw Material Use’) is not held in this list.

To create a new order type click the ‘Create Order Type’ button.  Enter the description of the order type in the field provided then click ‘Create Order Type’.  The order type will now appear in the drop down list on ‘Create new order’.