Orders tabs

Here you can set and store all provided customer details, change Name of order, Order number, Customer's code, Manager, Customer contact and specific business information for it to be used in further stages in the system. You could switch on which document is default (Press - default is that document, which doesn't have this button)

1. Customer information

If you press or you can add additional information about customer and customer contact.

2. Customer files

If you add files to Files field (), Customer couldn't see these files in Proman user account.

If you add files to Customer files field (), Customer could see these files in Proman user account.

3. Relations

If you press you could relate your order with Sale, Development or Order and get information about order.

4. Message

Also you can leave message (you should enter the message and press )

If you want to edit or delete the message, you should press on message text and edit or delete

How to use internal messages?

If you want to change the message status, you should press on message text and press button or . The meanings of them you can see bellow.

Button	What does it mean?
	This button means that this message is public and customer see it
	This button means that this message is internal and customer can't see it

Products

Here you can manage all your products which affects only selected order: manage parameters,, import ( ) and edit (), change () (only if product create first time) and delete () the products.

Order products validity

When you create the Order, Order products don't have status, you could see this buttonIf you would like to confirm the product, you should press on this button

Now you could see that your product is validated and button is

If you would like to confirm the product, you should press on this button 2 times

Now you could see that your product is invalidated and button is

The status automatically changed in Stored product

How to add product to Order?

If you would like to add product to Order, you should:

1. Choose Order

2. Press ;

3. Press ;

4. Enter Reference number (product name);

5. Enter information (Unit price, Quantity and Packaging quantity);

6. Press

For more information:

- Orders products

Operations

Operations represent actions what should be done to achieve completion of order. When you have product (article) blueprint, you know what must be done, some parts should be processed, some parts should be assembled - these are separate operations. Each operation helps to track current progress and status of order. Also, each operation can be easily overviewed in the calendar for the better understanding of the current situation.

For more information:

- How to create Operation?

- Operation manage?

Productions

Graphical user interface, application, website

Description automatically generated

Here you can create new Production for Order and later you can find the whole listing of your production without going deeper into orders. This list shows all production operations with order relations in one place where you can filter, sort and manage entries without much trouble.

For more information:

- How to create production?
- Production manage.

History

Here you can view all important events with selected order.

Documents

Here you can find all related invoices and other documents.
In the order settings we can specify start of the newly created invoice numbering.
After this choice invoice numbering is working automatically.
It is possible to work without the automatic invoice numbering only is needed to insert each invoice number with the keyboard but can not insert an existing invoice number.
If we begin with the invoice number, which is lower than the previous one, automatic invoice numbering does not work because the system is looking for a next invoice number, which is already existing.