Received order for goods or services

The order is a confirmed entry inside the company, on the basis of which the services are delivered

• Order and Invoice Generation
• Order Variants
  • Order from offer
  • Sales order

The order typically arises from offer. The system allows the offers to be either converted into an order – then the offer is no longer hidden, or the offer is created into a new order – then both the offer and the order remain in the system. The company can choose any method.

Within the order, it is possible to record for each individual item whether it is delivered and to what extent. It is possible to issue an invoice for the whole or only a part of the order. Individual items of the order are always related to the invoice. If only a part of an item needs to be invoiced, it is necessary to divide it into two items.

The order can be fulfilled during the implementation - e.g. on the basis of a change from the customer. It is possible to discard and add new items.

Order and Invoice Generation

You generate an order in PDF format (Save to Order). From the completed order you can print / export the invoice. The system can send the order directly by email - the order content is in the email as well as an attachment in PDF.

The most convenient solution, which can be easily done directly from mobile, is to terminate the order / order, generate the invoice and send it via email to the customer. You can e.g. send the invoice immediately after delivery and in the field.

The invoice is simultaneously stored with the order as a pdf document. At the same time, a task can be created for posting the resulting invoice.

Note: If you want to generate advance invoices, see the offer.

Order Variants

Orders are of two basic types

Order from offer

In the case of an order created on the basis of an offer, there are limited possibilities to change the order in order to maintain what you have promised within the offer. The [recalculation of order price] page writes more about this(/doc/en/am/amOffer_recalculateOffer).

You can create an order from the offer solely on the basis of the offer. If you create an order directly by backing up a new one, a sales order is created. The order from the offer can be changed to a sales order and disconnected from the offer, but not vice versa.

Sales order

Orders that arise on the basis of an e-shop, direct sales or direct business negotiation combine the possibilities of offers and orders:

• Allow you to change items completely freely

• Allow change of price list and complete recalculation as well as offer

• After approval they continue to act as an order and allow the generation of an invoice and referral for fulfilment

• Never have a link to the offer