Create order

Quotes & Orders is an additional service that gives you full control of the whole sales process, not only invoicing. If you want to create and send quotes and order confirmations to your customers you activate the functionality under the menu Apps and extensions found in the menu on the left in Visma eAccounting Smart.

You can create an order from the Sales - Orders menu, but also when working with quotes, from the Sales - Quotes menu.

  1. Choose Sales - Orders.
  2. Select New order.
  3. Choose the customer you want to send an order to.
  4. Fill in the delivery date.
  5. Add the articles to be included on the order.
  6. If you want to use negative rows you can do that. Just add a minus sign to the quantity, for example -1,00. The sum will then be negative for that row. See also Discount under More useful tips for more information.

  7. Do one of the following when you are finished with the order:
Send order confirmation by e-mail The order is automatically sent to the email address specified for the customer in the customer register. The subject field is pre-filled with the order number. The order is saved under Orders in progress and is given the status Processing.
Create order confirmation PDF The order is saved as a PDF and you are notified that it is ready for printing. The order is saved under Orders in progress and is given the status Processing.
Save draft The order is not sent to the customer, but instead saved under Drafts.

You can also choose to create a new order by selecting Sales - Customers. If you choose this alternative, you get more information about the customer's purchases and payments.

More useful tips

Related topics

Orders
Create order from quote
Copy order
Create a back order
Complete order
Print a delivery note
Create invoice from order
Create article
Add/change or delete logotype