Page History: Quick Order Assign Tab in Contacts
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Page Revision: 02/07/2013 05:02 PM
To add extra orders for a contact the "Quick Order Assign" Tab needs to be activated in the Contact Details Screen
This is activated on a user by user basis from
Utilities/Accounts/General Accounts Info -> Allow Multiple Orders Check the Check box
Now in the Contact details Screen a "Quick Order Assign" Tab will be visible . From here any item can be added for a contact using the "Add" button.
Select the Module , The item details and fill in the all the required details depending on the item selected and then "Save"
Add the Invoiced and Receipted totals as required, Select the item to that needs account transactions.
Now Create either and Order or a Paid Record as required.
If you now go to the accounts for the contact the records for this added order have been created.