1stBase Help

This window allows you to input and process orders from your customers. It is displayed when you select Customer Order from the File menu.

Customer Orders are shown in the Order History window related to the Customer Record.

1stBase issues invoices from the orders you enter here which are printed onto forms you design using the UniForm application.

1stBase can also control your stock and produce stock orders if you set the relevant stock control options (Maint, System, Global System Settings).

This is the System Order Number and is only set after you have accepted (i.e. saved) the order.

The name of the operator that entered the order. This is determined by the name used when logging on.

The customers order number or reference given when placing the order with you.

The location where the stock is being sold from.
1stBase allows you to define multiple locations for your stock. A 'Main Store' location is always defined (this represents your master stock room) and you can add as many other locations as you desire.

The date the order was placed.
In a new record this defaults to today’s date.

If this is visible then the record has been marked for deletion and will not be available after the next removal of deleted records action.
(The 'Remove Deleted Records' function can be found in the maintenance menu.)

This is only visible when the order has been filled. If this is visible then the order is 'frozen' and you cannot modify it.

The quantity ordered.

The Part Reference for the item ordered.
Note that this must exist in the Stock database.
Also only one line within the order can contain this part reference.

The description of the item ordered.
This is view only as it is extracted from the Stock database and serves to confirm that you have entered the right part reference.

The Serial Number of the item sold.

The unit price (ex-VAT) of the item ordered.
NOTE: That this can only be modified if the Variable Sell Price flag has been set in the Stock record for this item.

The total cost (ex-VAT) of the quantity of items ordered.
NOTE: This is view only as it is the Quantity multiplied by the Unit Price.

The current stock level of the item being ordered.
This indicates whether there is sufficient stock to supply the quantity requested and this figure accounts for the available stock minus any reserved against other orders.

The quantity supplied so far against the order.
Where an order has been flagged for part delivery then this serves to indicate the outstanding items that are preventing the order from being completed.

Checked: Any Delivery Notes printed will use the delivery address.
Unchecked: Any Delivery Notes printed will use the invoice address.
NOTE: Delivery Note printing is not yet available and this feature is included for future use.

Checked: The order will be filled as and when stock becomes available. Part invoices will also be issued.
Unchecked: The order will only be processed when sufficient stock is available to fill the entire order. The invoice will also be issued at this time.

Use this button to check a part reference when you are unsure it is correct.

When a new order is added then you are required to assign it to a record in the customer database.
Until the order is saved you are able to change the customer using this button.
NOTE: Where the Customer window is open a new order defaults to the current customer in that window.

Use this button to delete the current order line.
NOTE: If any stock has been sent against this line then you cannot delete the line.

Indicates the total value of the order and the VAT payable.

Any relevant information that you want printed on the Invoice or Delivery Note.