Orders Module

• Orders List Page
• Create Order Form User Manual

Orders List Page

The Orders page serves as your central hub for managing all order records. It provides filtering, search, and action options.

Top Filters and Search:

• Duration / Start Date To End Date: These fields allow you to filter orders based on their creation date or a specific date range.

• Client dropdown: This dropdown allows you to filter orders by a specific client.

• Search bar: Type text into this field to search for orders by order number, client name, or other details.

• Filters button: Clicking this button might reveal more advanced filtering options.

Action Buttons:

• Add New Order:

  • Purpose: To manually create a new order in the system.

  • How to Use: Click the green "+ Add New Order" button. This will open the "Create Order" form.

• Export:

  • Purpose: To export existing order data from the system into a file (e.g., CSV, Excel).

  • How to Use: Click the "Export" button. This will usually trigger a file download.

Order List Table:

This table displays a summary of your order records.

• Order Number: The unique identifier for the order.

• Client: The name of the client associated with the order.

• Total: The total amount of the order.

• Order Date: The date the order was created.

• Status: The current status of the order (e.g., Pending, Completed).

• Action: This column provides options for managing individual order records:

  • Edit: Likely an "Edit" button or icon to modify an existing order's details.

  • Delete: A "Delete" button or icon to remove an order record from the system. This usually prompts for confirmation.

• Current Status: "No data available in table" indicates that no order records have been added yet.

Table Navigation:

• Show X entries: A dropdown to select how many entries are displayed per page (e.g., "Show 100 entries").

• Showing X to Y of Z entries: Indicates the current range of entries being displayed out of the total number of entries.

• Previous / Next buttons: Used to navigate through multiple pages of orders if there are more entries than displayed on a single page.

Create Order Form User Manual

This section explains how to create a new order in the system. This form appears when you click the "+ Add New Order" button.

 

Overview of "Create Order" Form Fields

 

Fields marked with a red asterisk (*) are mandatory.

Order Details Section:

1. Order Number*

• Purpose: The unique identifier for the new order. This is usually pre-filled based on your system's prefix settings (e.g., ODR001).

• Current Setting (Example): ODR001

• How to Fill: This field is often auto-generated, but may be editable.

2. Client*

• Purpose: To select the client for whom this order is being created.

• How to Select: Click the dropdown menu and select the client. There's an "Add" button, implying you can add new clients directly from here.

3. Billing Address

• Purpose: To display the client's billing address.

• Information: "Select the client to show billing address." This field will populate automatically once a client is selected.

4. Shipping Address

• Purpose: To enter a shipping address for the order, if it's different from the billing address.

• How to Use: Click the "+ Add Shipping Address" link to open fields for entering a custom shipping address.

5. Project

• Purpose: To associate this order with a specific project.

• How to Select: Click the dropdown menu and select the relevant project.

6. Generated By

• Purpose: Displays the name of the user who is creating this order. This field is typically read-only.

• Current Setting (Example): Adam Test (likely the logged-in user's name).

7. Status*

• Purpose: The current status of the order.

• Current Setting (Example): Pending

• Options (Dropdown): Pending, On Hold, Failed, Processing, Completed, Canceled.

• How to Select: Click the dropdown and choose the appropriate status for the order.

8. Product Selection Area:

• Purpose: To add products or services to the order.

• How to Use:

  • Select Product dropdown: Click to choose a product from your predefined product list.

  • Add button: After selecting a product, click "Add" to add it to the order line items.

• Error Message (Example): "Add at-least 1 item." indicates that you must add at least one product to the order.

Financial Summary:

• Sub Total: The total price of all products added to the order before discounts and taxes.

• Discount:

  • Purpose: To apply a discount to the order.

  • How to Use: Enter a numerical value for the discount. You can typically choose between a percentage (%) discount or a fixed amount.

• Tax: The total amount of tax applied to the order.

• Total: The final amount of the order after all calculations.

9. Client Note

• Purpose: A text area for any notes or specific instructions related to the order that should be visible to the client.

• How to Fill: Type your notes into this multi-line text field.

 

Actions on the "Create Order" Form

 

• Submit: Click the green "Submit" button to finalize and create the order.

• Cancel: Click the "Cancel" button to close the form without saving the new order.