Orders

Go: Sales > Orders to view the Order List.

In the search bar (Figure 1) you can search for orders by selecting between: Draft, Placed, Cancelled, Processing, To Be Shipped, Shipped, Partial Delivered, Failed To Deliver, Delivered, Rejected, Completed and All.

In the Order List, displayed (Oldest to Newest, Newest to Oldest, Alphabetically A-Z or Alphabetically Z-A): Order Number, Customer Code, Customer Name, Status, Total, Date and Actions (View/Delete).

Figure 1

You can view an order by clicking on its code, or on the right on <View>:

• Order Number: Order Status, Date, Payment Mean and Transaction ID

• Customer: Name, Code, TIN and Branch

• Order Summary: Initial Value, Net, VAT and Grand Total

• Billing Address

• Shipping Address

• Οrder: SKU, Product name, Price, Quantity, Discount (%), Discount Value, VAT, Line Price and Line Net Price

• Notes

• Additional Information

• Summary: Initial Value, Discount, Net, VAT, Expenses and Grand Total

Figure 2

You can print the order details by clicking on <Print> at the bottom right or cancel the order by clicking on <Cancel>. You can also export data by selecting <ExportToSource> at the bottom left.

You can check the box to the left of each item or the one to the left of the category bar to select all items and then select <Delete Selected> or <Edit Selected> (Figure 3).

Figure 3

To enter a new order, click <New> in the top right corner (Figure 4). You can add a new line by selecting Customer (name or TIN can be typed) and Branch, then clicking <+Add New Line>.

Figure 4

In the window you will be redirected to, you must enter the field <Products> and <Quantity>, while the corresponding Price will be indicated next to it. Press <Cancel> or <Add> (Figure 5).

Figure 5

The order table shows: SKU, Product names, Price, Quantity, Discount, Discount Value, VAT, Line Price and Line Net Price.

To modify the Billing Address (Figure 6), click the edit icon on the right. Fill in Address 1 (required), Address 2, City (required), Country, Postal Code (required) and State. To send the order to the same address, you must activate (<Yes>) the option <Ship to the same address?> and the shipping address will be filled in automatically.

Tap <Cancel> or <Save> if you want to cancel or save the information, respectively. Please note that updating the address may affect tax policies.

Figure 6

To modify the Shipping Address (Figure 7), click the edit icon on the right. Fill in Address 1 (required), Address 2, City (required), Country, Postal Code (required) and State.

Press <Cancel> or <Save> if you want to cancel or save the information, respectively.

Figure 7

The Order Summary on the right includes: Total, VAT, Discount Value, Discount (%) and Final Total. Below, you have the option to enter any Notes (Figure 4).

Cancel, save changes to a clipboard or complete the order by pressing <Cancel>, <Save Draft> or <Complete>, respectively.