How do I create an order?

Janhavi Wagh -

To create an order using the Deskera Books system, follow the steps as mentioned:

  1. Go to the Buy tab at the sidebar menu.
  2. Click on the 'New' button at the right side of the page and select 'Order'.
  3. Select the 'Contact' and 'Product' by clicking on the drop-down arrow.  The contacts and products shown are those you've created in the Contact Master and Product Master.
  4. If the product is inclusive of tax, tick the box 'Unit price is Tax Inclusive'.
  5. Click on the 'Save' button to save the order.
  6. Go to the order tab to view the list of orders you've created.