There are three types of orders you can create:
Quote: Creating a quote does not reserve any stock. It’s purely for pricing and proposal purposes.
Provisional Order: Adding a provisional order does reserve stock, but the order cannot be processed for delivery yet. It’s useful for holding inventory while awaiting final confirmation.
Order: A confirmed order both reserves stock and can be processed for delivery, moving the transaction forward in the fulfillment process.
You can convert through these stages and revert at depending on the order Status.
Get Started
To create a new order, navigate to Orders > Orders > Add Order.
Here, you will be able to select the type of order you wish to create:
Quick Tip ⭐️ You can also create Orders from other screens within the application, such as within the accounts screen. Simply navigate to the desired account you would like to create an order from and select the plus symbol to open a new order screen.
Now you have selected the type of order required you will be navigated to the following screen:
You can now begin to fill in the details:
Account - This is your list of accounts. You can search by account name, account number, contact and address to find the relevant company. To create a new account, click the Account link which will take you to a new screen, when you have filled in the account details and you click save you will be taken back to the order header where you can continue.
Billing Place - This automatically pulls through the default billing address from the account, if there are multiple locations associated to this account. Simply select the X and perform another search in the billing place name field to associate another address with the order.
Note: For a detailed explanation of how credit checks work during order creation,
including header and item-level validations, check out Credit Check Logic.
Delivery Place - If a default delivery address is set on the account, it will be automatically pulled into the order. If the delivery address field is empty, you can click the Use Billing Address button to automatically populate it with the billing address.
You can also search for an existing location within ERP Go. Delivery Places that are already linked to the account will appear at the top of the list and are marked with a link icon for easy identification.
Address types are labeled as follows:
D-Addr for Delivery Addresses
B-Addr for Billing Addresses
When hovering over an address entry, the full address details will be displayed in a tooltip.
Confirm this with the customer, if it's not found and you need to create a new address do the following:
Delivery Place: You can click the link here to create a new delivery address - when it's been filled in you are taken back to the sales order, you can then use that place again in the future.
Free Type: If you want to just free type an address for the order, don't select an auto-suggested place and go ahead and fill in the details below the field with the magnifying glass (which is used for stored places searching). Auto-suggested addresses will pop up because ERP Go can search for the address from a global address lookup, but if you don't click the results you can carry on entering your own address.
Search for an Address: By searching in the field below the one with the magnifying glass you can use the auto-suggest global address search. Simply type the address here, tap a result and the rest will be filled in for you.
Quick Tip ⭐️ You can check the distance of the delivery location with the plan a route option above delivery place. This will open Google Maps and show the route between this address and your depot.
Order Date - This is the date of order creation
Delivery Date - This is the requested delivery date of the order
Additional Information
You can now begin to add in any further information if required, before moving on to add your products onto the order.
Details
Customer Reference - This is a reference your customer may provide such as a Purchase Order number
Depot - This is a drop-down list of the user's available depots to specify which depot this order is for
Ordered By - This is the name of the contact who is ordering the equipment or service
Contact Name - This could be the point of contact on a delivery
Invoice Run Code - Run codes are used to group orders for an invoice run. You can select from a drop-down list of existing run codes or create a new one
Payment Term - Apply a payment term to set out the conditions under which a seller will complete a sale. This will appear on the order invoice
Collection Place - If the collection place is different to the delivery address you can assign an alternative collection place here.
Project - If this order belongs to a project, or there are multiple orders for the same customer, you can assign or create a project to assign here
Delivery Method - Apply a delivery method to define the conditions under which goods will be shipped to the customer
Owner - This is the salesperson who is responsible for this order. It will automatically populate to your name however you can assign another user here
Surcharges
If you need to add further charges to your order such as Additional charges, simply enable the surcharge groups required by toggling to Yes.
Notes
You can add in any further information in the notes section on the order or comments for your colleagues to follow up on.
When you have finished adding in all of the relevant information simply select Add Order and it will take you to the order overview. You can now begin to populate your order with items, deliver and print documents.
Check out our guide on how to add items to your order and how to deliver goods.
Want to find out more? Start a conversation using the blue help bubble in the bottom right-hand corner of your system.