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Create new order

An agreement may result in one or more orders. To create an order,

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As with agreements and tender, an order can also be locked and has a number and name.

Add Occurrences to the Order

Register the occurrences from an agreement to include in an order:

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Select the “Items/Occurrences” tab

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Right click on the list

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Select which occurrences you want to include per item or occurrences in a room.

Item Quantity

Change the quantity for an occurrence

  1. Double click or Right click on the Occurrence and select “Edit”

  2. Enter the new quantity

  3. Select “Ok”

Note

Please note that you cannot change the quantity to higher than that specified in the agreement. If you want to add more occurrences, you have to create an additional order.

Move Items Occurrence to Another Room

As with an agreement, you can change the placement for an occurrence

  1. Right click on the Occurrence

  2. Select “Modify Room placement”

  3. Select the new Room

  4. Select “Ok”

  5. Select “Yes” if you are sure.

And the Occurrence has been moved.

Create an additional order

Create an additional order by:

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  1. Right clicking on an order

  2. Select “New additional order”.

The only difference between the option under an order and an additional order, is under the Items/occurrences tab. In the additional order you can create new occurrences instead of transferring occurrences from the agreement.

Add Occurrences to the additional Order

  1. Select the “Items/Occurrences” Tab

  2. Right Click on the Item you would like to add Occurrence and select “New Occurrence”

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  3. Click on “Select Room”

  4. Select Room

  5. Select “Ok

  6. Select Item either by selecting:

    1. “New Offered Item”

    2. “Select Offered Item”

  7. Enter “Quantity”

  8. Select “Ok”

New Occurrence has been created