Order Management

Overview

Use this screen to view, register, edit, and delete sales orders.

Access

• Select the corresponding menu in the sidebar.

Before you begin

• Register the partner, person in charge, currency, order items, and each item's material composition first.
• An order code can be generated automatically or entered manually, so check the company's code-management method.
• Create an order directly on a single registration screen. Items can be added on the screen or imported from Excel; for Excel, review the imported content and save it on the same screen.

Required information

• Order code when entered manually, order name, order type, usage type, partner, person in charge, currency, and order status are required.
• Add at least one item and enter VAT, order quantity, and unit price for each item.
• Each item's material composition requires material unit price and quantity, and the final order amount must be greater than 0.
• No input is required for queries only. Search criteria in the list are optional.

Save and processing checks

• If items were imported from Excel, check for missing item codes, VAT, quantities, unit prices, and material-composition information.
• Before saving, confirm that the order date, expected delivery date, partner, person in charge, currency, and final amount match the contract.
• Confirm the save-completion message and that the list is updated before proceeding with subsequent production and shipment work.

Registration

1. Click Register from the list.
2. Enter the customer, items, quantities, delivery date, and other required order information.
3. Click Save to complete registration.

Details and editing

1. Select an item from the list to review its details.
2. Click Edit, change the required values, and save.

Deletion

1. Select the item to remove and click Delete.
2. Review the item in the confirmation dialog and approve the deletion.
3. Orders linked to downstream processing may be protected from deletion.

Permissions and notes

Available menus and controls may vary by the company's enabled features and the user's permissions.