Orders List¶

Order list

To view the orders over a certain period of time, access the menu Customers / Customer list:

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Orders can be filtered according to several criteria (status, source, type, payment, courier, value, IP, delivery date, etc.). Also, only orders containing a certain voucher or product code can be viewed.

Depending on the status (automatically or manually associated, as the case may be), the orders can be:

• not taken = initial status of the order / new order in the system that nobody handled it
• taken over = an order that an operator has decided to handle (the operator can be changed later with the "modify operator" option)
• in progress = automatic status with the first assignemtns or can be set manually
• pending = manual status
• ready = automatic status with 100% booking of the products in stock
• performed = manual status once the order is completed
• canceled = manually associated status, in case of cancellation of the order for various reasons, before placing the order
• refused by the client = manual status, if the order was placed / delivered and the client refuses to receive it by courier

To add a new order for an existing or new customer, you can access the shortcut * "New order" *, which sends in the section Clients List:

After we have identified the client (looking for - name / surname, email address, phone number, CNP or company name) or added it, we can add an order associated with it, accessing the button "New order" *:

After completing all the information necessary to complete the order in the tab "" Order data "* (customer data, payment method, delivery, etc.), add the products in the order from the tab" "Products" *.

In order to add a product to the order, it is necessary to follow the steps:

1. look for the product by name or code
2. choose the desired quantity
3. click on the manufacturer's code (Model), to add the product to the order
4. click on "Update products from the order"

To change the quantity or delete a product from the order, we have the options in the "Quantity" column, adding no. pieces with 1, decrease no. pieces with 1 and wipe product.

To view / modify the assignments, click on the tab "Assignments" *.
Assignments refer to the book products from your own stock or the order marking of a product ordered from suppliers.

The products can be assigned either from the supplier or from your own stock. (individually by clicking on the "+" or cumulative button, clicking on the "Automatically assign" button).
The products assigned from the supplier will appear in the module "Orders to suppliers", and after placing these products in stock, they will be automatically assigned (reserve) in the order.

When we add new products to the order, the allocation of the products from the stock will be done automatically, if the product is in store’s stock (in sellable management).

To generate and print the documents related to the order, from the tab "Order data", access:

• Document operations
  • Send Proforma
  • Download Proforma
  • Mail registered order (option to manually send the order confirmation email to the customer, if the order is added by an operator)
• Printing documents
  • Fiscal bill
  • Receipt
  • Label
  • AWB
  • Invoice
  • Click
  • Promotional leaflets
• Receiving
• The option "Create order in advance"