Orders - Orders View


The Orders page is divided into the following sections:

 

Section

Description

Action
The following actions to be taken for an Order:
Edit - Opens the Order Edit Modal.
Post/Void - Allows for the order/quote to be posted or voided. A voided order can also be unvoided. In DocketManager, posting an order means the order is ready to be invoiced. Posted orders are locked from changes and are included in the accounts receivable and calculated sales values. (To read more about accounts receivable, see Accounting - Accounts Receivable .) 

Note: An Order cannot be voided if it has payments on it. The payments must first be deleted before voiding the order. (To delete a payment, see Payments - Deleting a Payment)


Print Invoice - Generates a printed invoice for the selected order. 
     Note: The option to Print Invoice will not be visible on a voided order.

Email Invoice - Generates an email with an invoice attachment for the selected order.
     Note: The option to Email Invoice will not be visible on a voided order.

Print Packing Slip - Generates a printed packing slip for the selected order.

Send Shipped Email - Generates an email with a Confirmation of Shipping attachment for the selected item.


Print Shipping Label - Generates a printed shipping label for the selected order.

Reorder - Creates a new order from the existing selected order.
Note: Reordering from a past order will copy the customer details identically into your new order, even if those details have been updated to something else in the CRM.

Convert to Quote - Converts the selected order into a quote.


Records - Allows records for the current order to be viewed. 
Note: The records option will only appear if an email has been sent on the order or item
Order Information Boxes

These boxes provide general information about the selected stock:
Date - shows date of quote/order.


Invoice/Not Invoiced - indicated if the order has been invoiced/not invoiced.


# of Items - shows the number of items in the quote/order.


Total - shows the total value of the order/quote.


Paid - shows the total amount of quote/order that has been paid.


Balance - shows the balance of quote/order still to be paid.

Items

This shows all items for the selected Order:

To edit, add, or delete Items. (See Orders-Items)

To access Item actions from the Order View page, hover mouse over the vertical ellipses ( ⋮ ) on each record's very last column of the item table. (See General-Item Summary)
Customer Details
This shows general details for the order and the customer:
Details

This shows details for the selected order:

Payments

This shows Payments for this order:
To edit, add, or delete Payments. (See Orders-Payments)

Notes

This shows any notes for this order:
To edit, add, or delete Notes. (See General-Notes)

Tasks

This shows any tasks for this order:
To edit, add, or delete Tasks. (See General-Tasks)
Shipments
This shows any shipments for this order:
To edit, add, or delete Shipments. (See Orders-Shipments)