User manuals

Orders - newUI

Orders can be listed, sorted, filtered, columns displaced or displayed. A full text search is available on top.

From there you can:

  • Create an order

  • Create a quick one shot order

  • Export the displayed list

  • Clicking on a line brings to the order. End of line actions allows to close the order or duplicate it.

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Order details

Orders can be displayed, sorted, filtered, columns displaced or displayed. A full text search is available on top.

From there you can depending on the status:

  • Duplicate the order

  • Validate the order if it is still in Draft status

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You can see the list of invoices or credit notes related to the order.

End of line action allows to:

  • download PDF

  • Duplicate invoice

  • Adjust invoice

  • Resend by email

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The possible extended information is present if Custom Fields have been defined on the Orders. It is always followed by the activity log.

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Order statuses

Status

Meaning

drAft
DRAFT

Order being prepared, waiting for validation

FINALIZED
FINALIZED

Order is finalized and is being processed

COMPLETED
COMPLETED

Order with invoicing plan has been completed (progress=100%).
Subscriptions have been created.

VALIDATED
VALIDATED

Order without and invoicing plan is validated, subscriptions have been created.
Subscriptions have been created.

Canceled
CANCELED

Order has been canceled