A master order is a large list of items, such as the entire job or a portion of the job, that will later be split into "regular" orders when you are ready to process and ship. The system keeps track of which items have been included on orders and which remain. Creating a master order lets you focus on listing material without the need to consider building truckload size orders until a later time. 

Note: Your master order and destination orders must be from the same job. 

To create a master order:

  1. On the Main tab > Order Type field, select Master Order. 
  2. In the Master Order field, click to automatically assign an available identifier. 
  3. Use the Line Entry screen to add material, just as you would to a regular order. 
    HINT: Use Elements to organize your takeoff lines. This will make it easier to split up the master order later. 

To create orders from a master order:

  1. Create or open the destination order. This is a regular order that you will copy master order items into.
  1. If necessary, select Line Entry on the Left Menu, so that you are viewing the Line Entry screen.
  1. Click Get Data > Get Master Order Data.
    The (Select) Master Order window displays.
  1. Use the Master Order field to select the source order. This is the order that you will items from.
    Line items from the master order display.
  2. Select the desired items. See Using Get Data to Populate an Order.
  3. Click Import.