Add-on orders can be used to add extra items to an order after the original order has been placed. Add-ons are chargeable to your customers. (Remedials are for additions that are not chargeable).
You can create an add on order from right-clicking on the original order reference.
- Locate your order in the Customer screen or the Projects screen.
- Right-click the order reference number and select Create… > Create Add-on
- Answer Yes to the Create Add On order question.
- A new blank remedial is created with a new reference number. Remedials can have a suffix added to the reference number. See auto numbering setup.
The add on order opens at a blank screen. Press Edit at the bottom left. - To help identify this order you can enter an Own Ref at the top.
- You can continue to work with the remedial order as you would with a full order. Add and remove products in the same way as a full order using the Add Product button.
- Repeat as necessary to add more products. Continue to work with the order as a normal order.
When you are finished with the order click Save on the bottom toolbar. You can then click Print.
To access add on orders for viewing/editing, they are stored in the sales order tab with full orders. Right-click the reference number to open, place orders etc.