Orders

Price work, send it out and collect what you are owed from the orders pages. A quote prices an offer to a customer, who accepts it or turns it down. Work you owe a customer goes on a sales order. You fulfil it and take payment. A purchase order is what you have ordered from a vendor. You receive it into a location. On an order you build the line items and email the document. You also record the payments and refunds, and read the timeline of what has happened to it. Tick several orders on a list to send, fulfil, receive or tag them together. Save a list’s filters, search, sort and columns as a view, and export any list as a CSV file.

In this section

• Quotes, sales orders and purchase orders: Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status.
• Bulk actions on orders: Tick quotes, sales orders or purchase orders on a list, then send, fulfil, receive or tag them together after a check of which ones will change.
• Exporting orders: Download quotes, sales orders or purchase orders as a CSV file, with one row per order or one row per line.
• Creating an order: Use the create button above a list to open a form for that order type, then save the order.
• Line items: Price an order row by row in the line items table, from your items and variants.
• Order details, assignee and watchers: Set an order’s currency, terms, dates, discount, assignee, watchers and tags.
• Sending and closing a quote: Send a quote from its page, then close it with Mark as Won, which raises a sales order, or Mark as Lost.
• Emailing and downloading documents: Preview a quote, an invoice or a purchase order in the send window and email it to the order’s contact. Resend it later, or download it as a PDF.
• Editing, duplicating, cancelling and deleting: Reopen an order in its form with Edit, or use More Actions to duplicate it, cancel it or delete it through Trash.
• Fulfilling and receiving: Record a fulfilment to ship a sales order’s lines out of a location or receive a purchase order’s into one. Orders that move no stock use a Mark as fulfilled button instead.
• Recording payments: Record money received against a sales order, or paid out on a purchase order, in the payments card.
• Refunds and restocking: Return part or all of an order’s money line by line from a refund form in the payments card, and put the stock back.
• Notes and attachments on an order: Add staff notes, customer messages and attachments to the timeline at the foot of an order, beside the entries Lucrii writes itself.
• Audit history and moving between orders: See every change to an order on its audit page, and use the arrows to step from one order to the next.