En:Order list

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Structure of the order list

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Status icons

You can access the overview of the order list via Order - Order list. All the orders you have created can be displayed there. In addition to the orders themselves, you can see a lot of important information about the individual orders at a glance, which is explained in the graphic on the right and in the rest of the article.

Status

Next to the individual commands, various icons can be seen on the far left, which provide a lot of information at a glance. The meaning of the individual symbols is explained below. We will work our way from left to right.

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 Orders).

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 Incoming payment check for this order.

3rd symbol: Is there a Credit note or a 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.

4. symbol: Send e-mail to the customer If an invoice has already been created and not yet sent to the customer by e-mail, the colour of the icon is orange. By clicking on the icon, you can now write an e-mail to the customer and send the invoice. If one has been created - the invoice is automatically attached to the e-mail. If the symbol is ‘’‘blue’‘’, you can send the customer an e-mail with one click, but an invoice cannot and will not be attached here. A green letter indicates that the invoice has already been sent to the customer by e-mail. The red mail symbol indicates that the customer does not have an e-mail address on file.

5th symbol: Invoice overdue? Depending on whether the symbol is green or red, it is displayed whether the payment term has already been exceeded and the invoice is therefore overdue or not. This makes it easy to see which customers can be sent a reminder.

6. symbol: Type of order? This symbol quickly shows what type of order it is. Commission, reservation, cash register and webshop orders are differentiated from normal orders here.

Note: Move the mouse pointer over the symbols and hold it there to display the meaning of the symbol.

Structure of the order list

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.