The order process consists of a number of steps. For each of those steps, you can choose to add or change data. Sometimes, being able to process the entire order quickly may be more important than having a choice of options, for example when making an over-the-counter sale. In that case, you use Quick order entry.

Use the quick order entry functionality to enter a sales order on a single form. You can add sales lines to the sales order. In addition, you can choose to have the shipping notes, invoice recommendations and sales invoices created automatically based on the data you enter. You can specify the data to be created automatically by using the Process to field.

If you do not want to enter a customer name during the quick order entry process (for example in the case of a delivery at the counter), use a dummy customer. Please do take into account, however, that this will leave the invoice amount outstanding without you knowing whether the invoice has been paid.

Special information relating to quick order entry

• The Quick order entry form only allows you to enter orders. It is not possible to change or delete orders.
• Some functions (such as PCF and Relationship Management) are not available on this form.
• The Quick order entry form allows you to enter sales sublines.
• You can use parts to which sublines have been linked in the Parts module. These sublines are taken into account when the quick order entry is processed, even if these sublines are not shown on the Quick order entry form.
• The value in the Length field on the sales line is expressed in meters.
• It is also possible to enter a sales order in the usual way and then have the other data (such as the shipping notes and sales invoices) created automatically. To do so, use the Quick order processing functionality.