Orders

Orders represent "deals" in your business logic. Each order is a real order, received from the customer. Here you can create orders, catering to specific customer requirements, track its status and see other relevant information regarding its progress. Also, by entering as many details as possible, you enable yourself to accurately plan out order's processing.


Filter

Add Check Box

Count Records

Change Order

Count Sum

Count Average

See All Text

Enable To See The Row

Show Paging On The Top

Include Dynamic Values

Subtotal Values

Download

Reset Table settings




Basic order functionality:

  • to create a new order - click on (for more information, visit here)
  • to edit selected orders - click (for more information, visit here)
  • to copy selected orders - click (for more information, visit here (in bottom))

By clicking this   button, you can customize what you see when previewing the order listing. Also, there are filters above each listing column that lets you quickly find and sort information.


New order functionality:

  • to print the order - click
  • to read the contacts - click


Keywords

Order number – unique number for invoicing purposes.
Order name – name that represents given order information as a summary what must be done.
Customer code – unique number which identifies the customer.


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Icon

Description automatically generated  Filtering objects in the list


 You can choose how you want to filter objects


You can exit from filtered list by clicking on



Icon

Description automatically generatedManage what do you want to see 





You can manage what you want to see in tables

ButtonWhat does it indicate?
You can choose and set how many rows you want to see in this table

You can add a check box in the column (you will seein each column)

You can add numbers in the column (you will see 1, 2, 3, ... in each column

You can change the row order

You can count the sum of all values at the bottom

You can count the average of all values at the bottom

You can see all text in the row

You can enable to see the row

You can disable to see the row

You can show paging at the top

You can include dynamic values 
You can add subtotal values
Text, icon

Description automatically generatedYou can download the list of products
Icon

Description automatically generatedYou can reset table settings



How to add subtotal values?


To add subtotal values:


 1. Click on  

2. Choose subtotal values and how you want to group.

3. Click  

4. And choose what fields you want to see


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Order status


Created


Confirmed by customer


Confirmed by manager


Confirmed by technologist


Started


Suspended


Complete


StatusWhat does it indicate?
Created
Order was created, but not confirmed by a manager
Confirmed by customer
Order was confirmed by customer, but a manager has not confirmed it yet
Confirmed by manager
Order was confirmed by a manager, operations have started and you can start the production
Confirmed by technologist
Production was created, but not yet started
Started
Production was started
Suspended
Order and all processes are suspended
Complete
Order and all processes are completed


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