Whenever a Customer wants some services to be performed,
one has to remember everything the Customer says about what she needs.
That is when one has to enter an Order into the system.
AvailSuite's Order has general information section
(Customer, order dates, billing and shipping addresses, etc.) and order details section.
Like other documents in AvailSuite, an Order has a Status,
which can be used to distinguish estimations and proposals from active orders, and completed orders.
Using AvailSuite you can:
To create an order, user can use any of the following ways:
-
use the New Order button on the toolbar;
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select New and then Order in the File menu on the main form;
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fill a new row directly in the
Orders grid;
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double-click on a new row on the Orders grid or on a white area below rows;
To complete editing of a new order and add a new row on the order grid, use the button with + sign in the row navigator below the grid.
There is a number of ways to quickly add Parts and Services to an Order. You may start typing part or service name in the order details grid and system will automatically offer to complete your typing if it can match your text with any of the existing parts or services.
Alternatively, you can use Part/Service selection control by clicking this button:
Note that you may select to display only parts or only services, you may sort the list by clicking on the column caption, and you may quickly filter out the records you want.
You can edit an order detail using a special form displayed below.
To open the form for an order detail, double-click the order detail or click Edit in the context menu for the order detail.
To open the form for a new order detail, use one of the following methods:
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double-click an empty row on the order details grid
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double-click a white space below rows on the order details grid
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click Add New in the context menu for a new order detail
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click Add New in the context menu on a white space below rows on the order details grid
When AvailSuite prints an order, it uses the same sorting order of order details as on the order details form. If you need to change the sorting order of order details, use the Up and Down commands from the context menu. To move a detail up or down, select the detail, right-click it and choose the corresponding command in the context menu appeared.
Sometimes a long-term customer may request identical services over and over again.
AvailSuite will help you to minimize manual data entry.
Use the Clone button on the order form to duplicate an existing order.
The system will create a copy of the old order, but it will use the current set of charges and current unit prices for all the services. The new order will have the today's date and its status will be Draft. All tasks linked with the old order may be copied into new order as well.
An Order can be assigned to a particular route. To do this, open the order form and select the route using the route selector control. To remove a route from the order, simply delete the route name on the order form and save the changes.
You may also review orders split by routes using the Orders by Route view.
Use the Tasks tab on the order detail screen in to see and manage the tasks linked to the order:
There is also another way to do it, using the Tasks by Order view.
To open the Tasks by Order view:
-
Click on the Production group in the navigation pane
- Select the Tasks by Order view at the view list on the top
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Expand the task list by clicking on the "+" sign next to the Order row
Charge Types are the supplementary charges that will be added to your Orders and Invoices.
This is useful for the things like taxes, packaging, shipping and handling, etc.
Click here for more details about
setting up additional charges.
Orders can be grouped into projects. To assign an order into a proje | 
