Orders

The order is one of the primary transaction types within Control. The order's status represents the state of the order in it's life cycle. Each status has specific financial implications. Valid statuses for orders are:

• New (temporary status before an order is saved)
• WIP Status
• Built Status
• Sale Status
• Closed Status
• Voided Status

An order is displayed using the following tabs or pages to show the order information grouped appropriately.

• Company Tab
• Items Tab
• Totals Tab - This is where due date and times can be changed
• Payments Tab
• Notes Tab
• Activities Tab
• Parts Tab
• Schedule Tab
• Progress Billing(?) Tab
• User Defined Fields Tab
• Additional UDF Layout Tabs

See order_entry_screens for more information.

The following options are available for the Order Entry:

See Order and Estimate Options for more information.