Orders
Orders
There can be any number of different orders for each customer. The order type ranges from the procurement of spare parts to complex orders with corresponding shopping baskets.
The following toolbar is displayed in the Orders tab:
Creation of an order with selection of the address. If the order was created for the wrong address by mistake, this can be changed by selecting a new address of the type Customer/Interested party in the Addresses sub-tab. An easier way to create a new order is to open the desired address and press the icon for creating an order in its toolbar.
Saving the data
Search for data records with the criteria entered in the Search tab
Generate printouts in the form of reports or ePOS print rule sets
Delete the order. When this button is pressed, the system checks whether dependent data (e.g. shopping baskets) exists for this order. If such data is found, the user is informed and asked whether the order should still be deleted. If this question is answered in the affirmative, all dependent data is also deleted.\r\nIn the search filter, pressing this button causes all fields to be emptied. If the order contains blocked shopping baskets, the order cannot be deleted. Only after deleting the shopping baskets, if this is permitted, can the order be deleted.
Cut a selected text.
Copying a selected text
Paste a text from the clipboard
Go back to the last edited object.
Open the address of the current order or open the project if the order is assigned to a project.
Assign an additional address to the current order. After selecting the address type, a dialog appears to search for the address. In the results list of this search, the desired address is selected by double-clicking. If Customer/Interested party is selected as the address type, the order is attached to the new address. This symbol is only active if the Relationships tab is active.
Creating a new order with the same address as the customer address
Create a shopping cart for this order. Depending on the system settings, an ePOS set of rules can be run through. If a copy of an existing shopping cart is to be created, a new shopping cart can also be created by opening the source shopping cart and dragging it from the title bar onto the desired order. The default settings specify that only one shopping cart is permitted per order. This setting should not be changed, especially if the system is linked to an ERP system.
Create a report for this order
Starting an ePOS set of rules for editing the characteristics
These symbols are shown/hidden depending on the tab selected. In the Search and List tabs, all symbols relating to operations on a specific object are omitted.
See also: