Order Setup Guide (Classic Operations App)

Set up a customer in the Classic Operations App

See Customers - New/Edit Customer for more information.

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Set up a human resource record

See Human Resources - New / Edit Human Resource for more information.

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Set up a driver

See Drivers (Classic Operations App) for more information.

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Create an order type

See Order Types (Classic Operations App) for more information.

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Create or assign a rate chart to the customer

How to Create a New Rate Chart

1. Click the arrow next to the New button, or press the N key. 

   Open

   

2. Click Rate Charts. 

   Open

   

3. Select Base Rate. 

See Base Rate Charts - New / Edit Base Rate Chart for more information.

How to Assign a Rate Chart to a Customer

1. Go to Maintenance > Customers.

2. Double click on the customer you would like to assign a rate chart to.

3. Click the Accounting tab.

4. Enter the Rate Chart ID.

See Customers - New/Edit Customer for more information.

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Create a new order

See Orders for more information.

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