This tab allows you to create a form for ordering at least one product. For each product, you can specify what has to be done with it when a user fills out the direct order form.
To create a direct order form, you first click on "Go to edit mode":
You then have the following options:
Each line can either become a depot order, or an invoice line, or both a depot order and an invoice line. For more on depot orders, please refer to this page.
If you have selected something in the following option in the CRM module's general settings:
then it will also be possible to specify that the order will be used for goods on a new task.
If you do not specify an alternative "stock", "stock" is taken from the company, and this "stock" is then updated with consumption.
After having finished editing the direct order form, we can begin to place orders with the Place order button.
You can then add additional products and amounts to the already present ones, but it's worth to note, that adding as such, isn't saved to the direct order form.
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.