Orders
One Orders area for every direction of work, with a view for each product that adds one.
An order's lines, copied from the accepted quote with each quoted price frozen on the line, and the order's totals with VAT.
What is in it
Accepting a quote raises the order at its quoted prices, and any later price change needs a reason.
Purchase
Purchase orders to suppliers, with buy prices shown only to roles that see cost.
The 3 purchase orders one request became, in the same Orders area as sales orders: each with its state, its share received and its supplier invoice matched against the order and the receipt, 1 of them flagged.
Sales
Customer orders by status, from a won quote, a purchase order or by hand.
Production
Appears with Machinist; production orders themselves sit in each machine module's Orders view.
Deliveries
The same orders by fulfilment: ready, packed, dispatched, delivered and what is still owed.
It follows your products
Switch a product on and what it brings to this area appears here.
How Orders follows the products a workspace switches on: Sales Engineer on its own, then each product that brings a view of its own (Source: Purchase; Machinist: Production; Route: Deliveries), drawn by the platform's own switcher for each setup.
Route adds the Deliveries view
Questions
- Once a quote is won, the order, the purchase, the job and the delivery often live in separate systems.
- No. Your accounting system raises the invoice; Kabaido records its reference and state against the order.
- The line shows the quoted price beside the new one, and a difference beyond your tolerance needs a reason before it saves.