En:Order list

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All orders you enter in Weinbau-online are divided into 3 lists: Current orders, Unpaid orders and Paid orders. You can browse each list similar to the customer and item lists to quickly find the right order. We will now cover the list of open orders. All other lists look the same and have the same functions.

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

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

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.