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1. Order registration

1. Order Registration

1.

  1. Registering a new customer order
    2.
  2. New order window
    3.
  3. Adding a new customer
    4.
  4. Filling in a new customer card with VAT number


1. Registering a New Customer Order

1)

  1. Click "New" in the top navigation bar
    2)bar.
  2. From the additional functions, select "Customer Order"
    3).

Required action sequence: New → Customer Order. A window will open where you need to enter the order information accordingly.

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2. New Order Window

1)

  1. Customer order description
    2)
  2. Customer order basic information
    3)
  3. Revenue section
    4)
  4. Services / Tasks
    5)
  5. Save

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3. Adding a New Customer

1)By

clickingClick the three dots,dots to open additional optionsoptions. will appear
2)ClickingClick "New" willto open the "New Customer" cardcard.

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4. Filling in a New Customer Card with VAT Number

1)

  1. Paste the VAT number
    2)number.
By clickingClick the button image-1720764926448.png the fields will beto automatically filledfill in the fields.

Reference link: https://ozols.lv/doc/link/321#bkmrk--3

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