Windfall: Create Orders
Orders are required to bring in inventory, so an order will need to be created before any inventory can be added to any customer.
Creating an Order
Navigate to the Customer and click the ‘Orders’ tab. Once there, click ‘New Order’.
The page that appears will give you the opportunity to fill in information about the order. The only required information is 'Order Number'. This field is where you will name the order.
Non-Required Fields
Storage Type: Mark whether it is military, storage in transit, etc.
First Day is Storage: Note the the first day a shipment was in the warehouse.
Download: This allows you to see the order on Windfall Mobile Pro and add/ship inventory for that order.
Keep Active: This option is to keep the order active after scanning out all inventory. Windfall will archive orders without inventory when this is not checked.
Comments: Make additional comments about the order.
Storage/Perm Options: Input storage and valuation information for reporting and reference.
Weight: Total weight for the project.
Hit ‘Save’ to create the order. Inventory can now be added to the customer.
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