You can generate orders from your room diagram if you are licensed to the Premium upgrade for Room Diagrams and you have resources assigned to your diagram items.
To generate an order from a room diagram:
- From the Room Diagram | [Diagram Name] window, click the Orders menu at the top of the window.
- Select Create Service Order. The Create Service Order based on Diagram Items window opens.
- Select the function for the order from the Select the Function for the Order drop-down.
- Select the price list for the order from the Select the Price List for the Order drop-down.
- Select the order form for the price list item, if needed, from the Price List Form drop-down. Repeat this for each item. If Not in Price List displays, the item is not included on the service order.
- Click Next. The Add Service Order window opens.
- Edit the units for the items if needed.
- Click OK. The Edit Service Order window opens.
- Click OK. You return to the Room Diagram | [Diagram Name] window.
An Ordered tab displays in the left panel of the Room Diagram window. Click this tab to view the diagram items, how many are ordered and how many are placed on the diagram.
Comments
0 comments
Please sign in to leave a comment.