How to Submit Orders in Orders Module (925Worksuite ERP) 0 0

Overview

This guide explains how to create and submit a new order in the Orders module. Submitting orders ensures accurate order tracking, processing, and communication with clients.

Steps

1. Go to the Orders Module
2. Click on Orders
3. Click on Add New Order
4. Enter the Order Number
5. Select the order status (e.g., Pending)
6. Add details in the Client Note field (optional but recommended)
7. Click Submit

Expected Result

👉 The order will be successfully submitted and recorded in the system with the selected status.

Common Errors

• Order number not entered
• Forgetting to click Submit
• Leaving required fields empty
• Selecting incorrect order status
• Incomplete client note (if required by process)

FAQs

• How do I create and submit an order?
Go to Orders → Add New Order, fill in the required details, and click Submit.

• Can I edit an order after submitting?
Yes, depending on your permissions, you can update order details after submission.

• What does “Pending” status mean?
It indicates the order has been created but not yet processed.

• Is the client note mandatory?
It depends on your organization’s workflow, but it is recommended for clarity.