Order registration

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

1. Registering a New Customer Order

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

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

2. New Order Window

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

3. Adding a New Customer

1. Click the three dots to open additional options.
2. Click "New" to open the "New Customer" card.

4. Filling in a New Customer Card with VAT Number

1. Paste the VAT number.
2. Click the button  to automatically fill in the fields.

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