Create and manage customer orders

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create and manage customer orders

Use the Order Entry module to directly sell material from your inventory. In Order Entry, you can create and manage customer orders, quotes, invoices, payments, credits, deliveries, and returns.

Note:

Before you start working in the Order Entry module, remember to set up the module.

The basic workflow in the Order Entry module is as follows:
  1. Do one of the following:
    • Create a quote or a quick quote for the customer, and once it gets accepted, convert it into an order.

    • Create an order.

  2. Add details for the order.

  3. Combine and allocate the material items in the order.

  4. If necessary, add charges or order-specific credit for the customer.

  5. Add invoices and deliveries.

  6. If necessary, add returns.

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