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 Products and Services to an Order. You may start typing product 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 products or services.
Alternatively, you can use Product/Service selection control by clicking this button:

Note that you may select to display only products 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
AvailSuite Pest Control tracks chemical applied using data entered on Orders. To enter information about chemicals applied, open the Order form and use the Chemical Applied tab on it. You may enter the information about the product used, actual and diluted quantities, application method, targeted pests, and treated location. On |