We explain how to work with the page and the order content, as well as what actions can be performed with the order.
Working with the order page 18
How to create a new order
This article describes the blocks and main fields in the order creation page, as well as the different ways to create an order and the differences between them.
Marks in the customer card: (“VIP”, “BAD”, “Order expired”, “Call required”)
This article describes the functions of the four customer marks in the customer card (“VIP”, “BAD”, “Order expired”, and “Call required”).
Printing documents from an order
This article describes three components: 1) The generation of documents using prepared templates; 2) A description of the main default printed templates that are available in the order; 3) The packaging function and associated printing.Show all
Actions available for an order 4
This article describes the function of order combining. Order combining allows you to merge multiple orders from the same customers into a single order.
This article describes how to split one order's details to form two separate orders.
This article describes the order copying function.Show all
Order details 12
Working with order details
This article describes the main mechanics of order details, including working with VAT, product statuses and duplication of product varieties.
Adding a product to an order
This article describes how to add a product to an order and how to work with filters and catalogues. Rules for applying discounts are also discussed in this article.
Related products in the order details section
This article describes the list of analogues and additional products in the order details section, and how these relate upsales and product replacements.Show all