En:Order list - Versionsgeschichte

Shari am 17. Oktober 2024 um 08:58 Uhr

2024-10-17T08:58:36Z

Shari am 1. Oktober 2024 um 07:03 Uhr

2024-10-01T07:03:50Z

← Older revision		Revision as of 09:03, 1 October 2024
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	[[Datei:Order list.JPG\|150px\|thumb\|right\|~~So findest Du die Auftragsliste~~]]		[[Datei:Order list.JPG\|150px\|thumb\|right\|how to find the order list]]
	All orders entered in Winestro.Cloud are displayed in a common order list, which can be filtered and sorted according to certain criteria. In this article, we will show you how to work with the filter functions and quickly and easily display the desired orders or search for specific orders.		All orders entered in Winestro.Cloud are displayed in a common order list, which can be filtered and sorted according to certain criteria. In this article, we will show you how to work with the filter functions and quickly and easily display the desired orders or search for specific orders.

Shari am 1. Oktober 2024 um 07:03 Uhr

2024-10-01T07:03:33Z

← Older revision		Revision as of 09:03, 1 October 2024
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			[[Datei:Order list.JPG\|150px\|thumb\|right\|So findest Du die Auftragsliste]]
			All orders entered in Winestro.Cloud are displayed in a common order list, which can be filtered and sorted according to certain criteria. In this article, we will show you how to work with the filter functions and quickly and easily display the desired orders or search for specific orders.

	== Structure of the order list ==		== Structure of the order list ==
	[[Datei:Statussymbole englisch.png\|200px\|thumb\|right\|Status icons]]		[[Datei:Statussymbole englisch.png\|200px\|thumb\|right\|Status icons]]

Shari am 1. Oktober 2024 um 07:02 Uhr

2024-10-01T07:02:19Z

← Older revision		Revision as of 09:02, 1 October 2024
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	~~{{In_Progress}}~~

	~~[[Datei:Order list.JPG\|200px\|thumb\|right\|order list]]~~

	== Structure of the order list ==		== Structure of the order list ==
	[[Datei:Statussymbole englisch.png\|200px\|thumb\|right\|Status icons]]		[[Datei:Statussymbole englisch.png\|200px\|thumb\|right\|Status icons]]

Shari: /* Frequently asked questions and problems */

2024-10-01T07:02:03Z

Frequently asked questions and problems

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	The DTA export can output this information collectively in a SEPA direct debit file or an XML format so that this can be imported into your banking programme.		The DTA export can output this information collectively in a SEPA direct debit file or an XML format so that this can be imported into your banking programme.

	== ~~Frequently asked questions and problems~~ ==		== explanation video ==

	~~=== Why can I no longer find~~ a ~~specific order in an~~ order list~~? ===~~		We have also created a video for this Wiki article that explains the order list clearly.
	~~Orders may be moved automatically. If you have marked [[Aufträge\|orders]] as processed or paid, they will be moved to the respective list~~.

	~~It is also possible that you have activated a filter from a previous search. Before starting a new search, it is best to set all filters to the top item~~ "~~please select~~".		<embedvideo service="youtube" dimensions="350" >https://www.youtube.com/watch?v=yE5DL-ICX7Q</embedvideo>

	=~~== Why are paid orders or orders with a generated invoice displayed in my list of open orders? ===~~
	Even if it is set that all orders are automatically marked as processed; as soon as an invoice is created, it is still rare for some to slip back to ‘not processed’ and thus back to the open orders. This can happen, for example, if invoices are subsequently updated or similar.

	~~Solution to both questions~~: ~~You can move each order back to another list simply by clicking on the status symbol several times~~. ~~Then simply reload the page~~.

Shari: /* Frequently asked questions and problems */

2024-10-01T07:01:02Z

Frequently asked questions and problems

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	Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.		Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.

	~~== Frequently asked questions and problems ==~~

	~~=== Why can't I find a certain order in an order list anymore? ===~~
	~~Orders may be moved automatically. If you have marked [[orders]] as processed or paid, it will be moved to the respective list.~~

	~~=== Why are paid orders or those with a generated invoice displayed in my list of open orders? ===~~
	Even if it is set that all orders are automatically marked as processed, as soon as an invoice is generated, rarely still some slip to not processed and thus back to the open orders. This can happen, for example, when invoices are subsequently updated or similar.

	~~Solution to both questions: You can also move each order back to another list, simply by clicking the status sign several times. Then simply reload the page.~~

Shari: /* The order status symbols */

2024-10-01T07:00:54Z

The order status symbols

← Older revision		Revision as of 09:00, 1 October 2024
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	Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.		Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.

	~~== The order status symbols ==~~

	~~Under Status you will find three icons.~~
	~~The first one shows you if the order is unprocessed, in process, or already processed. If you click on the icon once, it will change its color to yellow, which means that the order is~~
	order is in progress. Another click sets the status to green (=processed). Most users let the program process this status automatically. Then the order is automatically set to processed as soon as an invoice is written for the order (see [[Settings]] for more information).

	The second symbol shows you whether the order is already paid or not. If necessary, the $ sign is red or green. Click on the icon to open the [[Incoming payment control]] for this order. If the order is already fully paid, it will then be automatically moved to "Paid".

	~~The third icon shows you if all items for this order are available in sufficient quantity.~~

	== Frequently asked questions and problems ==		== Frequently asked questions and problems ==

Shari: /* The search function */

2024-10-01T07:00:35Z

The search function

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	Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.		Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.

	~~== The search function ==~~

	~~You can search each of the 3 order lists by simply entering search terms in the search field. You will then only be shown orders that match your search.~~
	~~If only one order is displayed as a result, you can open it directly by pressing the '''Enter''' key.~~
	~~If you check the box "All orders", all orders -regardless of whether they are current, unpaid or paid- will be searched.~~
	~~If you check the box "Ku\|Re\|AU-Nr. only", only the fields customer number, invoice number and order number will be searched. This way it is possible to search faster.~~

	== The order status symbols ==		== The order status symbols ==

Shari: /* DTA bank export */

2024-10-01T07:00:10Z

DTA bank export

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	The DTA export can output this information collectively in a SEPA direct debit file or an XML format so that this can be imported into your banking programme.		The DTA export can output this information collectively in a SEPA direct debit file or an XML format so that this can be imported into your banking programme.

			== Frequently asked questions and problems ==

			=== Why can I no longer find a specific order in an order list? ===
			Orders may be moved automatically. If you have marked [[Aufträge\|orders]] as processed or paid, they will be moved to the respective list.

			It is also possible that you have activated a filter from a previous search. Before starting a new search, it is best to set all filters to the top item "please select".

			=== Why are paid orders or orders with a generated invoice displayed in my list of open orders? ===
			Even if it is set that all orders are automatically marked as processed; as soon as an invoice is created, it is still rare for some to slip back to ‘not processed’ and thus back to the open orders. This can happen, for example, if invoices are subsequently updated or similar.

			Solution to both questions: You can move each order back to another list simply by clicking on the status symbol several times. Then simply reload the page.

	== The search function ==		== The search function ==

Shari: /* Edit order */

2024-10-01T06:58:37Z

Edit order

← Older revision		Revision as of 08:58, 1 October 2024
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	It is advisable to simply click through the various tabs and icons to get an overview of the functions.		It is advisable to simply click through the various tabs and icons to get an overview of the functions.
	~~[[Datei:Edit order.png\|150px\|thumb\|right\|edit order]]~~

	<br>		<br>

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	'''1. Symbol: Processing status.'''		'''1. Symbol: Processing status.'''
	This symbol indicates whether an order is unprocessed, being processed or has already been processed. If you click on the icon once, it changes its colour and thus its status. A '''red icon''' means that the order has not yet been processed. A '''yellow symbol''' indicates that the order is currently being processed. A '''green symbol''' indicates that the order has already been processed. Most users allow the programme to change this status automatically. In this case, the order is automatically set to processed as soon as an invoice has been written for the order (more on this under [[~~Aufträge~~\|Orders]]).		This symbol indicates whether an order is unprocessed, being processed or has already been processed. If you click on the icon once, it changes its colour and thus its status. A '''red icon''' means that the order has not yet been processed. A '''yellow symbol''' indicates that the order is currently being processed. A '''green symbol''' indicates that the order has already been processed. Most users allow the programme to change this status automatically. In this case, the order is automatically set to processed as soon as an invoice has been written for the order (more on this under [[en:Order list\|Orders]]).

	'''2. Symbol: Has the order already been paid for?'''		'''2. Symbol: Has the order already been paid for?'''
	The second symbol indicates whether the order has already been paid for or not. Accordingly, the '''$ symbol is red or green'''. Clicking on the symbol opens the [[~~Zahlungseingangskontrolle\|Incoming payment check~~]] for this order.		The second symbol indicates whether the order has already been paid for or not. Accordingly, the '''$ symbol is red or green'''. Clicking on the symbol opens the [[en:Payment control]] for this order.

	'''3rd symbol: Is there a [[~~Belege zu einem Auftrag~~#~~Gutschriften~~ \| Credit note]] or a [[~~Belege zu einem Auftrag~~#~~Stornobeleg~~ \| Cancellation]] for this order? '''		'''3rd symbol: Is there a [[en:Documents for an order#Credit notes\| Credit note]] or a [[En:Documents for an order#Cancellation document / charge reduction\| Cancellation]] for this order? '''
	Depending on whether the icon is '''blue''' or '''greyed out''', the system displays whether or not a '''credit memo''' or a '''cancellation document''' has been created for the order.		Depending on whether the icon is '''blue''' or '''greyed out''', the system displays whether or not a '''credit memo''' or a '''cancellation document''' has been created for the order.

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	Open and unpaid orders have an effect on the programme.		Open and unpaid orders have an effect on the programme.

	If an order is still unpaid, no payment has been received and it remains marked as unpaid until a payment has been received. If the status remains unchanged, the orders can be reminded, which is directly recognisable by the symbols. If several reminders are to be sent at once, all orders to be reminded can be selected via [[Selektion~~#Auftragsselektion~~ \| Order selection]] so that several reminders can be sent simultaneously with one click.		If an order is still unpaid, no payment has been received and it remains marked as unpaid until a payment has been received. If the status remains unchanged, the orders can be reminded, which is directly recognisable by the symbols. If several reminders are to be sent at once, all orders to be reminded can be selected via [[Selektion\| Order selection]] so that several reminders can be sent simultaneously with one click.

	=== Quick information about the order ===		=== Quick information about the order ===
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	invoice, delivery, credit note or commission date. To do this, specify the start and end date of the period within which you are searching for the order as precisely as possible.		invoice, delivery, credit note or commission date. To do this, specify the start and end date of the period within which you are searching for the order as precisely as possible.

	You can also restrict the order list to a specific [[~~Ladeliste~~\|loading list]] of a wine tour or a [[Selektion#Auftragsselektion \| order selection]] that you have already created.		You can also restrict the order list to a specific [[en:Loading lists\|loading list]] of a wine tour or a [[Selektion#Auftragsselektion \| order selection]] that you have already created.

	Note: There are small grey arrows next to each column heading, which you can use to sort the orders in ascending or descending order according to various criteria, e.g. date, invoice number or order number.		Note: There are small grey arrows next to each column heading, which you can use to sort the orders in ascending or descending order according to various criteria, e.g. date, invoice number or order number.