Orders are created in the Sales - Orders module. This agenda allows you to record orders, issue materials against them, track their status, and note the person responsible for handling a given order. They are subsequently available in the Sales module on the Specification tab within the following forms: Issued Invoices, Received Inquiries, Issued Quotes, and Received Orders.
In the first step, we will create an order by clicking the "New" button or using the keyboard shortcut Alt+N to open the form for a new record. Fill in the required data.
For more information on the meaning of individual fields, please refer here.
In the next step, we will demonstrate how to create a tax document with the created order attached.
Navigate to Sales / Issued Invoices. Using the New button, select the document type "Invoice - Tax Document". On the Specification tab, a field is available for entering the Order.
It may happen that an order does not appear in the selection. This is because the order has a status of "completed or cancelled." As of version 2021.7, the behavior changed and such orders can no longer be modified, nor will they appear in the selection. The solution is to use an advanced parameter to restore the original program behavior that was available up to version 2021.6.
In the final step, we will demonstrate how to evaluate a completed order.
Navigate to Sales / Order Registers / Order Evaluation. Click the "New" button or use the keyboard shortcut Alt+N to open the form for a new record. Process the required evaluation.
The completed order evaluation can then be added to the created order. You can find it under Sales / Orders.
Sales can subsequently be analyzed by order breakdown under Sales / Sales Analysis.
Select "Custom Analysis Settings"
In the next step, select the parameter "...breakdown by orders"
