Introduction
With this module, you can manage (create, edit, delete), customers’ orders. You can also convert an order into an invoice (if Module Customers Invoices is used).
It provides also features to generate documents for each order in a format like PDF.
Supplier’s orders are however managed by Module Suppliers Orders.
Life cycle / Business rules
A customer order follows the following life cycle (values in parentheses are the status codes):
- Order Creation: The order is created with initial details.
- Order Validated (Status Code: Validated): Once validated by its creator, the order can move forward.
- Order to Bill (Status Code: Order to Bill): This status is not specific and can vary by user:
- For some users, it is synonymous with “Validated.”
- For others, it aligns with “Delivered,” depending on whether invoices are created before or after delivery (both options are available).
- Shipment in Process (Status Code: Shipment in Process): This status is only visible when the Module Shipment is enabled. It indicates that products are currently being shipped, and shipments can be generated at any time before the order is cancelled or its status is changed to “Processed.”
- Delivered (Status Code: Delivered): The order can be marked as “Delivered” when appropriate.
- Invoicing: You can generate one or several invoices from a customer order when they are at the “Validated” or “Delivered” status. By default, invoices generated from the order retain the same content/amount, but you can edit them after creation if needed.
- Order Processing (Status Code: Processed): When you click on “Classify billed” or “Classify Delivered,” the status changes to “Processed,” making the order disappear from the menu.
Note: The hidden option WORKFLOW_BILL_ON_SHIPMENT may change the label if it is set to “on,” but this is not an official option and is always off by default.
Create an order
Creation of an invoice need to go on card of a third party, on tab “Customer” (this requires your third party has customer nature).
If Module Workflow and Module Commercial Proposals enabled, you can also have a draft customer order automatically created once a proposal is closed (You must set this into setup of Module Workflow.
Modify an order
To modify an order, navigate to its card. You can find the order from the menu: Commercial > Customers Order > List, or from the Third Party card under the Customer tab.
If the order has a draft status, you can edit it directly. If it does not, click the action button labelled Modify.
Process an order (Deliver and Bill)
To have an order processed, you must both ship it and bill it. So once an order has been completely shipped, you can go onto card to close it.
Note: If Module Workflow and Module Invoice are enabled, you can also Classify Billed your order automatically when a linked invoice is validated or paid.
Delete an order
To delete an order, go to its card. You can find the order from the menu: Commercial > Customers Order > List, or from the Third-Party card under the Customer tab.
Next, click the action button labelled Delete Order.
Warning: A deleted order is permanently removed and cannot be restored.
