Pavilion offers several order types, including Job Orders, Special Orders, Layaways, and Sales. While each order type has its unique features, the process of creating them is quite similar. In this guide, we will use the Job order type as an example to walk you through the steps of creating a new order.
Creating a Draft Order, Adding Parts and Services
❕You can always add more parts and services in the subsequent steps.
1. Once logged in, navigate to the Order tab related to the type of order you want to create. For this example, we will create a new Job Order. From the order list, click the ‘New’ button to create a new order.
2. Select your Customer and fill in other mandatory fields. You can add optional fields later.
3. If everything is correct, click the Save button.
4. Now let’s add order related items/ services and other parts to your Job. Click on the Add part button.
5. Select the item type that you want to add.
For example, let's select Add Inventory item and click on the Next button.
6. Here click the Select Items field.
7. Select item to add. You can add multiple items at once.
8. Click on the Save button.
9. Now let’s add services. Click on the Add Service button. You will see a list of service job types.
10. Select the preferred service job type and click on the Next button.
11. Fill in all the required fields and click on the Save button.
12. If there are any additional details specific to the Job that cannot be fulfilled with available parts or services, you can add them as Miscellaneous. To do so, click on the Add Misc button.
13. Fill in all the required fields and click on the Save button.
14. If you want to edit the Order record data, click on the pencil icon near the requested field. To save the edited changes, click on the Save button.
15. If you want to edit added items, click on the ⬇ icon (1) next to the line item and click the Edit button (2). To save the edited changes, click on the Save button (3).
To delete repeat step (1) and click Delete (4) button.
16. You may change the tax rate for each line item individually or altogether. To do this for all line items, click on the gear icon (1) in the top right corner of the Financials section. Select the preferred tax rate (2) and click the Save button (3). All related items will update with the selected tax rate and recalculate their totals.
17. You can change the order of your related items. To do so, click on the ‘Up’ and ‘Down’ buttons in line items.
