Quick Order Assign Tab in Contacts

Modified on 19/05/2015 04:58 PM by Suzanne Coy Categorized as Accounts and Orders, Contacts (People and Organisations)

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/Accounting Setup - Tick the 'Allow Multiple Orders (user specific)' check box under the 'Misc.' section

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.

Meta Keywords: accounting setup, quick order assign
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Quick Order Assign Tab in Contacts