Guided workspace — work top to bottom from customer selection through save and next action.
Search existing ERPDEV customers, create a new customer if needed, and confirm the selected account.
Confirm where the order is going and how it will be shipped.
Add parts, review stock, ownership, location, and line pricing.
| Qty | Part number | Description | ILVE Stock | SPI Stock | Available | Location | Incoming | ETA | Purchase Status | Ownership | Unit price | Line total | Action |
|---|
Part lookup uses read-only ../api/part-lookup-sql.php?q=. SC stock is combined into SPI stock and is not shown separately.
Set price level, confirm freight, choose payment method, and send Pay Now if needed.
Check totals, stock outcome, and what happens after you save.
Add order lines to review stock availability.
Select a customer to continue.
Create the ERPDEV sales order, then continue to Pick & Pack or Purchasing.
Match an ERP customer and add order lines to enable sales order creation.
Update customer, lines, shipping, or payment, then save changes.
Build a preview order to see the intake JSON here.