Features of SalesHQ from ISC Software: Create order

This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

SalesHQ allows customers to raise an order and for salespeople to raise quotes for prospects and customers, when the customer or salesperson has the relevant option marked on their user account. To raise an order, click See More on the Order Entry tab:

Enter the header details for the order and then click Add Items on the Item Details section of the form:

Enter part of the item number or description and click the item number to add:

Check the details, make any necessary changes and click Add:

The line will be added to the order with the lookup redisplayed so additional items can be added. Once all required likes have been added click the cross to cose the window. The order can be submitted by clicking Submit Order:

The transaction will be posted to Microsoft Dynamics GP using eConnect and the Document Number returned and displayed with the transaction: