Creating an order from an invoice
- If you are a user with the Root or Admin role, you can complete the operation.
- Ordinary users need to have the following permissions on their profile to complete this operation.
- Allow user to handle Invoices.
- Allow user to handle Orders.
You can create an order from an existing invoice. To do this, open the app menu and click on the Invoices item. Find and select the invoice which you want to generate an order from.
Open the form options menu at the top right and click on the Create order from invoice option.
Assign a name for the new order. Write a brief description if necessary. Select a delivery date and time for the order. Then select a date and time to indicate when the delivery will end.
Click on the button Create new order. A dialog will appear to confirm the operation. Click Create new order button to complete the operation. From that moment on, the order and the invoice will be related. Therefore, the details from both elements can be used in the generation of new documents.