# New Direct Order

_Applications › Projects Management › List_

![New Direct Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5721a03b60de8ce8481a649f2c587503.png)
*New Direct Order*

## Overview

Use a new direct order to record an order entered directly in the system, rather than through a prior quotation workflow. Project managers, sales users, purchasing officers, and finance users can use the order to capture the client, vendor, job, delivery, and reference details required for the transaction. The order is initially maintained in the Draft stage.

> **Note:** Complete the client, vendor, job, and order-reference details before saving so that the order can be identified consistently across project and purchasing work.

## Workflow

1. Open the new direct order form from **PM** and **Orders**. Review **Status** to identify the current order status, then enter the organizational ownership details:
   - **Branch**
   - **Salesperson Responsible**
   - **Product Type**
   - **Job Title**
   - **End User**

   ![New Direct Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7ce7850db42ca9a1d2e55c2382e90faa.png)
*New Direct Order*

2. **Identify the commercial parties and references.** Enter or select the customer and supplier details for the order:
   - Use **Select** where available to choose the required **Client** or **Vendor**.
   - Enter **File Number** for the related file.
   - Enter **Client Order No.** and **Vendor Order No.** to retain the parties’ order references.

   > **Tip:** Use the client and vendor order numbers exactly as received. These references help distinguish orders that have similar job titles or file numbers.

3. **Set the order and delivery dates.** Record **Order Date**, **Order Activation Date**, **Delivery Time**, and **Forecasted Delivery Date**. Enter the **Shipping Address** for the delivery destination.

4. **Choose whether to save or continue editing.**
   - Select **Save** to retain the direct order and remain on the form.
   - Select **Save and Close** to retain the order and close the form.
   - Select **Cancel** to leave the current action without continuing.
   - If a save confirmation is displayed and you decide not to retain the changes, select **Don't Save**.
   - Select **Ok** to confirm a displayed message or selection.

5. **Maintain the saved order when required.** Open the order again to revise its details. Use **Attach** to add related files and **Tickets** to access associated tickets. If the order should be removed, select **Delete**.

   > **Warning:** Use **Delete** only when the direct order is no longer required. Confirm that the correct client, vendor, and job are shown before deleting the record.

## Client : Vendor : Order / Draft

This tab contains direct orders in the Draft stage. Use it to review the client, vendor, order, and item information recorded for each draft order, including product quantities, monetary values, and discount information where shown.

Use the order form to maintain the identifying fields, dates, and shipping address for the draft. Save the record with **Save** or **Save and Close** after completing or revising its details.

## Examples

A project manager receives an instruction to place an order directly for externally sourced materials for a customer job.

1. Open a new direct order from **PM** and **Orders**.
2. Enter the responsible **Branch** and **Salesperson Responsible**.
3. Set **Product Type** to the applicable product classification and enter the **Job Title** as `Office Renovation – Phase 1`.
4. Enter the **End User** as `Northside Facilities Team`.
5. Enter `FN-2026-0148` in **File Number**.
6. Use **Select** to choose the client `Northside Properties` and the vendor `BuildSource Supplies`.
7. Enter `NSP-PO-4821` in **Client Order No.** and `BS-QUO-7746` in **Vendor Order No.**.
8. Enter the order and activation dates, then record a delivery time and forecasted delivery date.
9. Enter the project site in **Shipping Address**.
10. Select **Save and Close** to retain the direct order in the Draft stage.

## Tips

> **Tip:** Record the **File Number** and both order numbers when they are available. These fields provide clear cross-references between the client, vendor, and project records.

> **Note:** Use **Attach** to keep supporting documents with the direct order, such as supplier correspondence or order documentation.

- Review **Forecasted Delivery Date** whenever delivery expectations change.
- Keep **Salesperson Responsible** current so the appropriate user remains associated with the order.
- Use **Tickets** when follow-up work or an issue related to the direct order requires tracking.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required client or vendor is not shown on the order. | The party has not yet been selected for the record. | Use **Select** and choose the appropriate **Client** or **Vendor**. |
| Changes are missing after leaving the form. | The direct order was closed or cancelled without being saved. | Reopen the order, enter the required details, and select **Save** or **Save and Close**. |
| The order cannot be identified easily in follow-up work. | Key references such as the file number or order numbers were not recorded. | Update **File Number**, **Client Order No.**, and **Vendor Order No.**, then save the order. |

## Related pages

- [List](doc:projects-management-edit-list-view-record)
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [Buyout To Order](doc:projects-management-buyout-to-order-edit-record)
- [List](doc:projects-management-buyout-to-order-list-view-record)
- [Production Order](doc:projects-management-production-order-edit-record)
- [Shipping Order](doc:projects-management-shipping-order-edit-record)