Create a Customer Order

The Customer Order function allows clients to enter current or future indent orders directly into SapphireOne. This feature helps reduce double data entry tasks and ensures accurate tracking of stock levels for current orders. The steps are as follows:

1. Navigate to Sapphire Web Pack > Sapphire Web Pack Data Entry Menu > Web Pack Customer Order.
2. Click on New Customer Order.
3. Select the Client from the dropdown menu.
4. Enter the Order Date.
5. Add the Product items to the order.
6. Specify the Quantity for each product.
7. Ensure that only products currently in stock are selected.
8. Review the entered order details.
9. Click Submit to save the customer order.

• Review Customer Orders – Navigate to the Order History to review submitted orders.

For more detailed information, refer to the Sapphire Web Pack > Sapphire Web Pack Data Entry Menu > Web Pack Customer Order article.