Orders

New Order

Enter the customer, job, due date, and production details.

Product Catalog Order List
Order Header
Production job base: Each line gets a letter suffix.

This customer requires a PO number before the order can be saved.

Customer locked by product template:

Pulled from the customer record.

Pulled from the customer record.

Pulled from the customer record.

Uses the higher of the minimum charge or subtotal percent. Set rules in Settings > Production Library > Rush Charges.

Promise Date Advisory

Keep this closed unless the customer date needs a capacity check or a revised ship commitment.

Committing earlier than the recommended date requires a manager override note before save.
Calculating the most realistic promise date from current shop load and capacity.

Recommendation

Use the recommended date when possible. Earlier commitments should stay the exception, not the default.

Requested

Optimistic

Recommended

High Risk

Production

Backlog

Warnings

Add line dimensions, material, machine, or process detail, then refresh the recommendation.
Line Items
Recalculating template-backed lines for the selected customer and quantities.
Artwork And Proof
Order Totals
Lines subtotal
Loading ()
Discount ()
Taxable amount
Grand total
Total cost
Total commission
Margin
Customer contact, sales rep, CSR, regular commission, loading, discount, and tax are pulled from the selected customer. Manual service items retain their own commission rate. Rush follows the rule you pick here.
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