What is a Client Order?

A Client Order represents the products that your company will have to send to your clients. Before creating a Client Order you need to have the Client and the Products created in Prodsmart (check out How to create a Product? and How to create a Client?).

How to create a Client Order?

  1. On the left bar select "Client Orders"

2. On the Client Orders menu, click on "+Add Client Order";

3. On the next screen start by filling in the "Code" and "Client"

4. On the Shipping box, select the due date and the requested date for the correspondent production

How to create a Client Order with multiple Shippings?

If you want to send the ordered products to your client in different dates you can arrange them in different Shippings since one Client Order may contain more than one Shipping.
Each Shipping must have at least one Product. You can also create different Shippings just to better organize the ordered products. When creating a Client Order, Prodsmart will automatically create the Shippings for you.

By clicking Add new Shipping you can create different Shippings inside a Client Order. To add more products to a Shipping, click Add Product.

The previous screen shows the total ordered products so that you can easily confirm them.

How to create Production Orders for the ordered products?

Prodsmart will help you create the Production Orders necessary to produce the quantities ordered by your client. By clicking Create Production Orders you can easily create the Production Orders.

How to notify Clients about their orders?

When a Client Order or Shipping changes its status, Prodsmart automatically creates a notification. These notifications will appear in the Client Order page. An example can be seen in the following image.

Although the notifications are automatically created they are not automatically sent to the client. You must send (or re-send) a notification so that your client receives an e-mail. The e-mail sent to your client will contain a link where they can check in real-time the status of the order. Click on See as client to see as they will see the notification.

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