En:Documents for an order

This article is currently being revised and has not yet been completed.

How to find this page:

click - documents

or click

In the editing view for an order, you can create and display all receipts and documents for an order under the Documents tab.

You can also click directly on the document icon Form overview directly from the Order list. This is green if an invoice has been created, blue if no invoice has yet been created and green with an order if the order has already been completed.

general

document types

To create a new document, click on Documents at the bottom right of the order screen. Each document is automatically created from the specifications you have entered under System - Documents.

If you have created a document and an email is stored for the customer, the icon appears. If you click on this, a new email is created for this customer and the document is added as an attachment.

Once you have created a document, changes to the order no longer affect it. The document can only be updated by clicking on the corresponding icon . The old document is then overwritten.

Invoice

An invoice uses a number from the invoice area. The system always calculates the last digit +1. This number cannot be used again afterwards.

Update documents

It can happen that you have already created an invoice for an order, but then the customer contacts you to make a subsequent change to the order. If you then want to change the order by adding or removing an item, you can update the corresponding invoice. This will create a new invoice with the same invoice number. If the status of the order differs from the invoice created, the Update invoice symbol appears. Click on the icon to update the invoice.

  If you have not (only) changed the order item, but (also) the customer address or system 
  system settings, you must first adjust the order to the current customer and system data 
  the order to the current customer and system data (click on the corresponding
  corresponding symbol in the order).

You can then also create the first to third reminder or a cancellation document for an invoice.

Update & official approval

In the officially authorised version, receipts are automatically closed after 72 hours. This is symbolised by a small certify symbol. Vouchers can then no longer be updated or changed.

Reminder

[[Datei: Document types.png|300px|thumb|right|reminder]] Reminders behave in a similar way to invoices. For example, if an invoice has been updated, the reminder can also be updated accordingly and thus adapted to the status of the order.

changes

Change the "Reminder costs" under the "Other" tab under Reminder details and then update them.

You can make changes to the Reminder texts in the "Text" tab, at the bottom under "Show additional fields". Then update the reminder.

Deleting a reminder

It is not possible to delete a reminder directly. However, as soon as you update the invoice, the associated reminders are also lost and you can create a new reminder.

Cancellation document / charge reduction

You can create a cancellation document in an order in the Documents tab directly under the invoice. Like all documents, it refers to the current items of the order. So if you only want to make a partial cancellation, you must FIRST adjust the article items in the order BEFORE you create the cancellation document.

  Please do not confuse a cancellation with a credit note, as these work differently in accounting terms! As a rule, a cancellation should always be created and not a credit memo. 
  Please read this article Gutschrift_VS_Storno for a detailed differentiation. 

A cancellation document automatically posts the stock again and reduces the turnover.

Partial cancellation of invoices

Cancellations always refer to the current status of the article items in the order. Remove the items from the order that you do not want to cancel and then create the cancellation (if necessary, change the order as required and then create the cancellation).

Voucher

For vouchers, various fields must be filled in after the voucher has been created:

   Designation: Internal, free designation
   Valid until: Expiry date of the voucher
   Valid from: Total purchase value from which the voucher is valid (in the case of a gift voucher, 0 euros is specified here) 
   Value in: Value in euros - for absolute values | per cent for percentage values (only possible in the webshop)
   Number: Number of vouchers
   Code: individual voucher code for redemption - is specified by the system
   Usable: Maximum number of uses (1-99999), this depends on whether the voucher is to be used as a gift voucher or a promotional voucher.

You can find out exactly how vouchers work in Winestro.Cloud here.

Additional documents

Quotations

Unlike invoices, you cannot update quotations, but you can create any number of quotations for an order.

Order confirmation

An order confirmation behaves in exactly the same way as a quotation. The only difference is that you can set the system to automatically reserve stock for order confirmations (under System - Settings - Order confirmation). However, you can also uncheck the Reserve stock box after the order confirmation has been created.

You can find out more about this under Reservations.

Delivery notes

Lieferschein erstellen

You can have several delivery notes created for an order.

You can create delivery notes under Voucher delivery note. This then appears as "Delivery note 1". You now have the option of sending it as an e-mail, printing it out, editing it or exporting it.

The PDF document of a delivery note only contains the item description, but not the prices. If you want to enclose a document with prices with the delivery, use an order confirmation.

parcel label

When you create a delivery note, a parcel label is also created with it. When you edit the parcel label, you can assign the individual parcels that are included.

The parcel label can then be used for you and your employees so that the correct wine is assigned to the parcels. It can also be attached to a delivery so that your customers know which wine is in which parcel.

Wine tasting list

If you would like to select the corresponding document for your wine tasting, you can also do this via "Voucher wine tasting list". This allows you to quickly create a corresponding sample list for each order.

You can edit this individually after selecting it, with various options available to you. Just try it out to familiarise yourself with the various options. You can also personalise the sample list by adding a letterhead as a PDF file. If you would like to find out more about wine tasting in Winestro.Cloud, we have the corresponding Wiki article on this topic.

Export licence

If you want to send parcels abroad, it is particularly important for non-EU countries that you create an export licence for your parcels.

So that you can create the right export licence for your export country, we have provided three different formats in Winestro.Cloud so that you can choose between them and find the right one for you.