Name your order (Typically you will want to name your order your Quote # however, you can add additional text but at the very minimum you will want to start with applying your Quote #)
Highlight your order (If you name your order and fail to re-select your order, by highlighting on the row header, and continue to fill out drop downs everything will be lost as it does not know what order to apply the drop downs to)
Select your quote in the "Chosen Quote" drop down and hit "Set" (This will pull in your "Terms of Sale" and set your "Bill To", "Ship To" and "End User" if applied appropriately in the quote)
Select drop downs for the following at minimum:
Order Type
Contract Type
Ship Via (Best Way is typically the standard as you are not choosing how your vendor ships the product. If this is filled out it will carry over to the Vendor PO & is one less thing to fill out in that module)
Customer PO
Job Book Date
Order Book Date
Req Ship (Requested Ship Date will also carry over to the Vendor PO)
Req Imp (This carries over to the scheduling department for projections. It is just an Approx Install Date - this will not be how your scheduler schedules jobs, it is just for projections.)
Process BOM
Process
Save
Don't forget to "Complete" your action item that you should have had opened to complete this process.
General
Content
Integrations