Orders
The Orders section serves as a central hub for managing and tracking client orders, streamlining the order management process.
Overview
Upon entering the Orders section, users are presented with a clear layout that includes options for filtering and searching orders based on specific criteria. The interface includes:
Duration: A section to specify the time frame for the orders being viewed (Start Date to End Date).
Client: A field to select the client associated with the orders.
The main table displays the following columns:
Order Number: A unique identifier for each order.
Client: The name of the client placing the order.
Total: The total amount for the order.
Order Date: The date when the order was placed.
Status: The current status of the order (e.g., pending, completed, canceled).
Action: Options for managing the order, such as viewing details or editing.
Currently, the interface indicates that there are no orders available, prompting users to create new orders.
Add New Order
A prominent Add New Order button is available, allowing users to quickly initiate the process of creating a new order. Upon clicking this button, users are taken to the Create Order interface, which includes:
Order Number: A field to input or auto-generate the order number (e.g., ODR#001).
Client: A dropdown to select the client, which will automatically display the corresponding billing address.
Billing Address: Automatically populated based on the selected client.
Shipping Address: An option to add or modify the shipping address.
Project: A field to associate the order with a specific project, if applicable.
Generated By: A field indicating who generated the order.
Status: A dropdown to select the current status of the order.
Order Items and Totals
Users must add at least one item to the order, which will be reflected in the following fields:
Sub Total: The total amount before any discounts or taxes.
Discount: A field to input any applicable discounts.
Tax: The amount of tax to be applied.
Total: The final total amount after applying discounts and taxes.
Additional Features
Client Note: An optional field for adding any notes or comments related to the order.
Submit: A button to finalize and submit the order.
Cancel: A button to cancel the order creation process.
Purpose of the Orders Section
The Orders section is designed to facilitate efficient order management, allowing users to easily track and manage client orders while providing a user-friendly interface for creating and editing orders. This ensures that all order-related information is easily accessible and well-organized, enhancing overall operational efficiency.
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