New Order

Use the menu New to create the orders. You need to create separate orders for Perpetual and Subscription products.

If the customers require both the Perpetual and Subscription, you need to create one order for Perpetual products and another for Subscription products.

Click on the menu Order then New Order.

Fields	Description
Product Info	On this tab, enter the necessary information regarding the product.
Distributor	Default Distributor is displayed.
Reseller	Default Reseller is displayed.
Customer	Select the Customer from the drop-down menu. If you require to create customers, click on Add New.
Order Information	On this tab, you link the licensed product to the Order product.
Reseller P/O	You can enter the desired Reseller P/O for reference.
Conversion rate	The conversion rate associated with the Order Currency is displayed. Note:- There is no price level associated with the selected reseller; the product base price currency is the United States Dollar.
Order Currency	The Order currency displayed is the currency associated with the Customer.
Billing Currency	The Billing currency displayed is the currency associated with the Customer.
Add Items Description	Click on the button to move the next tab.
Reseller's Comment	Enter your comments for reference.
Perpetual Products	You can select the Perpetual products and place these in the order.
Item Description	Select the Item from the drop-down menus for Supplier and Products. The tag-along items, if any, are added.
Quantity	Enter the required quantity.
+	Click on the icon to add items to orders.
Calculated fields	The rest of the fields in the grid are read-only and calculated fields.
Subscription Products	You can select the Subscription products and place these in the order.
Item Description	Select the Item from the drop-down menus for Supplier and Products. The tag-along items, if any, are added.
Quantity	Enter the required quantity.
Months	Select from the drop-down menu the required number of months.
+	Click on the icon to add items to orders.
Calculated fields	The rest of the fields in the grid are read-only and calculated fields.
Attribute Totals	Once you have successfully placed the order, the tab displays the list of purchased products associated with Customers.

On completion, you can Save as Draft or Submit Quote or Submit Order.

Orders saved as Draft and Quote will have to be further processed.

Edit Order

You can edit the orders which are saved as Draft or submitted as Quote. Refer to the section Open Orders.

Process Renewal Quote