Orders

You can manage all orders that have been issued to your company here. Enter identification details and store all important order data, e.g. the type and content of the order. Manage the billing of the order and enter the offer to which it belongs.

Workflow

Workflow

Identification

This group contains characteristics for the unique identification and assignment of an order. These typically include the order number, customer reference and other unique identifiers.

Property	Description
Project manager	Project manager
Main order	The main order can be used for flexible call-off orders where the total amount of all sub-orders is limited to the value of the main order.
Society	Company in whose name the order is performed. This company is legally the offering and invoicing organization
Code	Unique internal identifier for the order in the project management system. This number is assigned automatically and is used to uniquely identify the order in all project-related processes and documents. It is essential for tracking and managing the order throughout the course of the project.
debtor	Customer (debtor) who has commissioned the services that are organized, provided and invoiced via this order
Ordering number	Ordering number

Billing status

The report in this info area shows the billing status of the order. Here you can see how much budget is still available in your order and whether there are any outstanding invoices.

Details

More detailed information on the order itself can be entered here.

Property	Description
Oral agreement?	Oral agreement?
Detailed description	Detailed description
Service level	Service level
Date	This mandatory field records the date on which the contract was officially awarded. It is crucial for the chronological classification of the order in project management and serves as a reference point for deadlines and milestones. Correct entry enables precise project tracking and planning.
Brief description	Short order/job description
Contract	Assign the contract on the basis of which the order was placed to the order.
go to offer	go to offer

Order details

The order details can be managed in this info area.

Property	Description
Due date for payment	Default for invoices. If not selected, the payment due date is taken from the customer's master data for new orders.
Invoicing specialist	Invoicing specialist
job/order end	job/order end
Order specialist	Order specialist
Delivery specialist	Delivery specialist
Remarks	Here you can enter additional information or comments on the order that are relevant for processing or subsequent follow-up. These can be, for example, special customer requests, internal notes or background information on the project. The comments support effective communication and documentation in project management.
Display price increase?	Use this selection to determine whether the text module for a price increase is displayed on the order extension report.
Order total [€]	Order total [€]
done	This field shows whether the order has been fully processed and completed. A completed order can no longer be processed and is considered archived. This information is important for tracking the progress of the project and for resource planning.

order items

All order items that belong to the order are listed here. Additional order items can be created directly for the order using the "Add order item" button.

See also: Order items

List of hourly rates

The hourly rates of the employees involved in the order are stored here. Additional hourly rates can be added via "Add hourly rate".

See also: hourly rates

Documents

Documents related to the order can be uploaded here.

In this section you can upload, download and manage files.

Outgoing invoices on order

Outgoing invoices on order

See also: Outgoing invoices

Incoming invoices on order

Incoming invoices on order

See also: Incoming invoices

Comments

Comments

In this section you can add and edit comments and annotations.

product deliveries

Product deliveries

See also: product register

Order confirmation

Order confirmation

Proof of performance

This report generates an overview of all services performed by the portal operator as part of the order. For each order item, the individual performance records entered by the performer are output, which are linked to the order via the EAN. The report can be generated via the "Reports" button in the work bar of the form and used as an attachment to the invoice for the order to the client.

Acceptance of performance certificates

Acceptance of performance certificates

Order overview

The report "Order overview" shows an overview of the current order, which is useful for internal purposes. It can be called via the button "Reports" in the work bar of the form.

Order extension

Order extension

Create outgoing invoice

Creation of an outgoing invoice from an order

Subcontracts

See also: Orders

Order overview

Create new subcontract

Project offer