Просмотр исходного текста страницы How to add an order and addresses

Each order in the system is linked to an existing customer. To add an order, you must first create a customer in the system.

From the point of view of the system, one order is a set of addresses to which shipments must be delivered. To process an order, you need to add recipient addresses to it. For example, an online store can transfer one order for 100 deliveries to different addresses to a courier service.

When an order with delivery addresses is added to the system, the address can be assigned to the courier for execution.

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==Create an order==

#Go to the '''Orders''' tab and press '''F3''' to create a new order. The system opens the '''Order''' window.
#Specify the '''Client'''. Autocomplete works in the field: enter part of the value and press '''Tab''' when prompted. The system will automatically fill in some of the fields using information about the client.
#Select '''Order Type'''.
#Click '''OK''' to create an order. 

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<td>[[File: add_order_1.png|left|700px]]  <p>Order window</p></td>
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==Add addresses to the order==
<ol>
<li> Select the '''Orders''' tab, then utilize the window's search bar on the right. For instance, choose '''Client''', '''Order Date''', and '''Show'''.</li>
<li>Choose the newly created order, then hit the '''Space bar''' to access the list of order addresses.</li>
<li>To add an address, press '''F3'''. The '''New Shipment''' window is displayed by the system.</li>
<li>Click on the '''Recipient''' tab.</li>
<li>Specify the receiving company. If you've already collaborated with this recipient, autocomplete will function. When prompted, enter a portion of the value and hit Tab. The recipient information will be filled up automatically by the system.</li>
<li> Manually specify if the recipient is a new one:&nbsp;<br />
<ol>
<li type="a">'''Full name''' of the contact person;&nbsp;</li>
<li type="a">the location of the recipient. The system automatically interprets delivery as domestic. Turn off the flag with your city's name if the delivery address is in a different city. Then select the locality search option by clicking the magnifying glass icon to the right of the city box.&nbsp;</li>
<li type="a">'''Recipient address'''.</li>
<li type="a">Contact person's '''Phone number'''.</li>
</ol>
</li>
<li>Complete the '''Order Items''' and '''Instruction''' as necessary.</li>
<li>Make a list of the order items you want to send:&nbsp;<br />
<ol>
<li type="a">Select the '''Order Items''' tab.</li>
<li type="a">To add position, press '''F3'''.</li>
<li type="a">Indicate the '''Price''' and '''Quantity''' for each item.</li>
<li type="a">If necessary, include more details. '''Weight''' and '''Notes''', as two examples.</li>
</ol>
</li>
<li> Using the list of order items, the system will automatically determine the cash on delivery amount. You won't be able to manually modify the '''Amount''' field's value.</li>
<li> Indicate how many packages are included in the shipment. The number of stickers the system will produce for the current shipment is determined by the field. Go to the Places page to view a list of the locations in a shipment.</li>
<li>Choose shipment type and urgency mode.</li>
<li>Modify the '''Declared Value''' under the '''Finance''' tab if necessary. The value is identical to '''Shipment Amount''' by default.</li>
<li>Configure '''Value-added services''' under the '''Services''' tab. Regarding value-added services, check the article on [[Plans]] for more details.</li>
<li>To save the address, click OK.&nbsp;</li>
</ol>

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<td>[[File: add_order_2.png|left|700px]]  <p>New Shipment window</p></td>
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