Orders

Why

An order is the quote the customer said yes to and it should not need typing again.

How

Open Orders from the area menu, at /app/orders.

How an order starts

• The customer accepts the quote at their link.
• You choose Create order on the quote, which also marks it accepted. A quote already converted opens its order instead.
• In a round tool workspace, Make the order on a quote takes the customer's purchase order number and, if you have it, their file.
• With Commerce, a paid order on your website is written through the same order core and lands here.

A sales order is not typed in from nothing: it comes from a quote or from your website. The lines are copied with the quoted prices frozen on them and the order says how many lines differ from the quote. A line that differs can carry the reason.

Statuses

A reservation never stops an order: a product the ledger has not seen is reserved against a balance of zero. See Stock for the ledger.

Editing, emailing and invoicing

• Edits save as a revision you can revert to, with an optional note.
• Email sends the customer the order confirmation PDF.
• Under Invoice, record the invoice your accounting system raised: its number, status, amount and dates. Kabaido records it and does not issue one.
• Once that invoice is issued, a price change asks you to confirm the credit note or second invoice it needs.

Purchase orders

With Source on, the Purchase view at /app/orders?view=purchase lists purchase orders to suppliers, for roles that see cost. A new one starts at /app/orders/new?direction=purchase, for the engineer role and above.

In a round tool workspace, making an order reserves the stock the tools are cut from, raises a purchase order for anything that must be bought and sends your team the order pack.