All Collections > Estimate, Orders & Invoice > Creating an Order

Creating an Order

With AutoSoftWay, there are two methods to create an order:

In this guide, we will explore both of these options in detail.

Method 1: Creating an order from scratch

Step 1

Starting from the dashboard, navigate to sidebar menu, and click on the 'Orders' tab under the 'Orders' section. AutoSoftWay platform: navigate to orders tab

Step 2

From the estimates menu, click on 'Add Order' at the top of the page. AutoSoftWay platform: click add order

Step 3

A pop up window should display empty fields for a new order.
Proceed to fill these fields, starting with the client's vehicle information. AutoSoftWay platform: enter client info for If your client's vehicle plate number is already in the system, AutoSoftWay will autofill your client's information accordingly!
Then, assign this task to a specific technician. AutoSoftWay platform: autofill client info If the client's vehicle is not yet in the system, you may directly add it from this menu by clicking 'Add'. AutoSoftWay platform: manually add new client vehicle

Step 4

Proceed to enter the appropriate parts information for the order.
If the part already exists in your system, AutoSoftWay will auto populate the parts information! AutoSoftWay platform: enter parts info for order If the job requires multiple parts, click on the "+" button to enter additional parts needed. AutoSoftWay platform: adding additional parts required If the part required for the job is not in your system, you can directly add the part from this menu by clicking the "Add" button! This will also save the newly added part to the system, for later use. AutoSoftWay platform: creating a new part into your inventory on the fly

Step 5

Proceed to enter the appropriate labour information for the estimate.
If the labour already exists in your system, AutoSoftWay will auto complete the labour information! AutoSoftWay platform: enter labour info for order If the job requires multiple forms of labour, click on the "+" button to enter additional labour as needed. AutoSoftWay platform: add additional labour as needed If the job requires labour that is not in your system yet, you can directly add the labour from this menu by clicking the "Add" button! This will also save the newly made labour job into the system, for later use AutoSoftWay platform: add additional labour on the fly

Step 6

By completing the previous steps for parts and labour, the system will automatically calculate the total cost. Proceed to add tax information, as well as currency. AutoSoftWay platform: enter tax and currency info You may enter the date manually, using DD/MM/YYYY format, or by clicking on the box to display a calendar! AutoSoftWay platform: select date using drop down calendar For your convenience, you may even enter a description for further details about the job. This is great for specific information that you would want to keep on file for future reference!
When complete, proceed to click on the 'Generate' button to create your order! AutoSoftWay platform: fill in description for estimate

Step 7

Upon completion, the order will now be stored in the system! AutoSoftWay platform: confirm order info

Option 2: Create an order from an existing estimate

Step 1

Starting from the dashboard, navigate to the estimates tab under the 'Estimates' section. AutoSoftWay platform: navigate to estimates tab

Step 2

In the Estimates menu, locate the estimate you'd like to generate an order for, and click on the create order button as shown below.
Note: take note of the order number for the estimate! This number will help you locate the order after creation.
In this example, the order number is 'Order_3334'. AutoSoftWay platform: locate and select estimate to create an order

Step 3

Review the estimate information, and click on 'Generate' when you're ready to generate the order. AutoSoftWay platform: review estimate and generate order

Step 4

After clicking 'Generate', the estimate will disappear from the Estimate menu.
Navigate to the orders tab under the Orders menu on the sidebar. AutoSoftWay platform: estimate disappeared from menu

Step 5

The estimate will now display in the Orders menu, as a newly created order. AutoSoftWay platform: confirm creation of new order

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