Create an Order for a Job

In this article we will take you through the steps to create an Order for a Job.  Orders don't need to be linked to a Job you can also create Orders via Accounts > + Add Order. 

Also see, Create an Order for a Supplier from a Quote

Step 1: Navigate to Jobs and select All Jobs



Step 2: Select the Job you wish to add an order to



Step 3: From within the Job Flyout select Orders



Step 4: Select Add



Step 5: Select to create an Order from one of the following options


In this example we will create a Blank Order


Step 6: Add the Supplier, and any other details required in the add order form and Save


Note: The job is already linked to the Order


Step 7: Build your order quickly by selecting + Add a new item


You can also add header and footer notes or go into Edit mode to make any edits within the Order grid template.


Step 8: Select Materials from the Supplier to add to your Order


If you don't have the materials in NextMinute you can add these via Sale Items > Materials or add them as "Other" line items and include the SKU Number in the description.  See more on importing supplier pricebooks here.


Step 9: Add the quantity and Save




Continuing adding materials to your Order and when happy Send it off to the Supplier.


Step 10: You will now see there is one Order linked to the Job, select to view the list of Orders against the Job



Step 11: Select the order to view or select Add to create another order against the Job



Change the status of the Order


When the order has been received or collected you can easily switch the Order status to completed by going into the order selecting More and Set Status.  The same goes for if the Order has been cancelled. If you have received a Supplier Invoice for the order follow this article.


Find your Order under Accounts


All your Orders you create against Jobs will show under Accounts > Orders.  You can also create Orders from this page and link to Jobs.


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