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How To Create New Order

How To showing how to generate a new order.
  • Last Update:2016-02-09
  • Version:002
  • Language:en

In ERP5, Sale / Purchase Orders are a step in the Trade Process. They can be easily created through the 'Sale / Purchase Orders' modules.

Table of Contents


The procedure goes as follows:

  1. Go to 'Sale/Purchase Orders' modules thanks to the 'Modules' menu
  2. Create a new 'Sale/Purchase Orders' thanks to the 'new' icon or using 'Action' >> 'Add Sale/Purchase Order'
  3. Fill in the fields:
    • Title: Choose a Title to the Order
    • Supplier: Choose supplier in the list
    • Sender or Provider: The Organisation or Person who sends merchandises or provides services
    • Seller: The Person or Organisation in charge of handling the sales process or taking sales decision
    • Priority: Choose the priority of the Order
    • Currency: Choose the currency in which is made the Order
    • Incoterm: Choose the Incoterm applied to the Order
    • Delivery Mode: Choose the Delivery Mode
    • Sale Trade Condition: Choose the Sale Trade Condition to apply
    • Client: The invoiced Person or Organisation
    • Recipient or Beneficiary: The Person or Organisation to who is delivered the Merchandises or services
    • Buyer: The Person or Organisation in charge of selecting the supplier or taking the decision to place the order
    • Shipping Date: Choose Shipping Date
    • Delivery Date: Choose Delivery Date
    • Comments: You can add comments
  4. TioLive Sale Order Module
  5. If not configured in Trade Condition:
  6. Then you can change workflow state of the order using 'Action' menu.

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