Create and build an order
What an order is, how it moves from draft to completed, and how to create one and add everything the job needs.
Order lifecycle and statuses
From draft to completed, and what takes up stock.
The orders list and order page
The orders list and what's inside an order.
Create an order
Start a job from scratch or from another order.
Add equipment to an order
Search, bulk-add or scan equipment
Add custom lines and sections
Off-catalog lines and section titles
Choose serial numbers for an order
Pick the specific units that go
How accessories work on an order
Default accessories and recalculating
Sell items on an order
Sale lines, delivery and Cancel sale
Change order dates
Move an order or one of its lines to new dates
Edit several order lines at once
Change many lines with Bulk actions
Import an order with NEO
Turn what a client sends into order lines
Import orders from a file
Create and update draft orders from a file