Platform area
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.
Demonstration data
Why and how
- Why
- Once a quote is won, the order, the purchase, the job and the delivery often live in separate systems.
- How
- Accepting a quote raises the order with its quoted prices frozen, and any later price change needs a reason.
What is in it
Purchase
Purchase orders to suppliers, with buy prices shown only to roles that see cost.
The Orders view switcher for three workspaces: Source adds the Purchase view, Machinist adds Production and Route adds Deliveries.
Route adds the Deliveries view
From the live engine
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.
The products that bring it
- Sales EngineerBrings itA purchase order becomes a sales order at its stated rates, with any line lacking a quantity or safe match held for a person
- Design EngineerBrings itWith Machinist also on, an order carrying a saved design raises the plasma, wire erosion or CNC jobs that make it
- Service CentreBrings itA service line points at the customer's own serviced item, and fulfilling the order marks that item returned in its history
- WizardBrings itWizard picks the right product for the application, the way an application engineer would.
- CommerceBrings itA paid website order arrives as a platform order under the site's own number, and the buyer follows it on their order page
- RouteBrings itThe Deliveries lens: the same orders read as promised date, fulfilment state, consignment, destination and what is still owed
- SourceBrings itThe Purchase view: orders against supplier price lists, with goods in scanned against the order
- MachinistBrings itMachinist runs the floor and tells you what the job cost.
- StockAdds to itConfirming an order reserves each product line, cancelling releases it and fulfilment issues it, all visible in the Stock ledger
The parts it hosts
- PricingDiscounts, special prices, margins, quantity breaks and price brackets per customer, product, service or group, at scale
- CostingCost against a product, against time, against machines, against stock and formulas, everywhere a margin needs to be real
- TraceabilityGoods in on a purchase order gives every receipt line its own lot code, shown on the order and carried into the stock ledger
- DocumentsThe order confirmation on the quote's own template, and with Route on the delivery note, packing list and collection note, none priced
- Customer facingStatus steps, lines and totals, the invoice reference with its due or paid state, and the order's documents, for the customer who placed it
- ActivityEvery status move lands on the order's trail with its reason, raises a team notification and fires a signed webhook
- MonitoringOrder overdue: past the promised date on a sale or the expected date on a purchase, with the customer told if you choose
It follows your products
- AI
- Quotes
- Orders
- Customers
- Catalogue
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
Questions
- 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.