How to send an order

Once an order has been approved (for ordering) the  [Send Order] button will be activated.

1. Open the order in question
2. Click   [Send Order]
3. The send order dialog will appear
4. The “Send type” used for the supplier when sending an RFQ will be remembered and suggested as the “send type” for the order as well. For more details on the different send types please see chapter: How to request a quotation?  

The send types available for orders are:

1. E-mail  
2. Fax / Print
3. E-commerce portal (name of linked service will show)  
4. E-commerce portal + email

1. It is possible to verify or specify the delivery date set for the order in this dialog. A function to calculate the delivery date based on the quoted lead days is available and is described in detail in the next chapter. See How to use the quoted lead days to set the “Delivery Date” when sending order?
2. TM Master is also able to keep track of the “order revision”, the first time an order is sent the revision number will be 1. If the order is later modified and the “Resend order” function is used, the revision number will be increased. The revision number is possible to include in the order report if desired.
3. Click the [Send Order] button
4. The following happens in the background
   1. The order report (.pdf) is stored as a document on the order
   2. The order history is created, with a link to the order .pdf file

Status is set to “On Order (Unconfirmed)”