Create an Outbound Order

In this tutorial, let us teach you how to create an Inbound Order in RazorERP!


  • Go to RazorERP.

     

  • Click CRM from the Main Tab.

     

  • Select Accounts.

     

  • Verify that the trading partner exists by searching for some identifying information like the company or contact name. If the trading partner does not exist, create them.  (Click this link Create an Account to know more.)

     

  • Select the appropriate trading partner by double-clicking the entry.

     

  • Click on the SCHEDULE OUTBOUND button.

     

  • Fill out the information in each of the sections and click on the Create button.

     

  • If necessary, click on the Close button after creating the order.