In this feature, we can record the customer's order with details and give the printout to the customer. From this feature, we can give the order to the supplier and also receive the ordered item from the supplier. Here we can also enter the advance given by the customer. The delivery of the item to the customer can also be entered. With the help of this feature, we can track the full details of the order.
On clicking the customer order we get the following
A page opens up with different Tabs.
All Orders - This Tab is the page of all orders. Here the order will not be separated as per the items.
(13) If we want to add a new order for a customer we have to click this (+) sign on the top right corner.
The colours of the order change as per the details given below.
(11) Green - When Order Status Is (Pending, WIP) And Order Delivery Date Is Current Date.
(12) Red - When Order Status Is (Pending, WIP) And Order Delivery Date Is Over Due.
ON clicking the (2) All Order Items a different page opens up as follows -
On clicking the second Tab (2), the above page opens up. Now you can see the same order has been separated out as per the items.
Now let us go for the third Tab (3) Pending Issue. On clicking this we get
In the above figure, you can see all the order items not issued to suppliers.
Select the supplier’s name.
You have to tick the square box, which item you want to issue to the supplier.
Then save it. Thus you can issue the order to the supplier.
Now let us go for the fourth tab (4) ‘Update Suppliers’. When we change our decision and want to change the supplier issue name to some other supplier, we can do it from here. On clicking this Tab
We have to select the Supplier’s name, the check mark the order to be given and save it.
If we click the Order number we can view the details of that order as shown below -
On Clicking (5) Order Status, we get the following page -
The given orders to the suppliers are ‘work in progress’. If the items are enquired, and the reply from the supplier is that, they have dispatched the item, then clicking the action button, there is an option “Marked as Dispatched”. This option is clicked and you can see the action button disappears. From here we can know that the item ordered has been dispatched.
(6) Supplier Print - With the help of this Tab we can take the printout of the Order details and send it to Supplier. On clicking this page we get the following -
We have to select the supplier from the dropdown.
If in the printout we want the order number select ‘Yes’ in this field.
If in the printout we want the image to be shown select ‘Yes’ in this field.
Click the ‘Generate’ button.
Select the square box of the printout required.
Click the ‘Print’ button. On clicking this we get the following
Thus we can take the printout and send it to the suppliers
On clicking ‘Pending Receipt’, we get the following
First, we have to select (A) or (A1) and select the date (B) and click on the generate button. On clicking this now we can see all the orders given to the supplier can be viewed.
Now click the check box (D), of the item to be received from from the supplier.
After that click the ‘Add to Receipt’.
After that, that specific order disappears from the list and the status converts to Compleated.
Next Tab is ‘Delivery Pending’. On clicking this we get three Tabs. The list can be printed in PDF form or Excel format for handing the list to the Supplier.
We can view all the orders as shown above.
‘Order Compleated - We can see all the orders completed. Those orders whose status is complete, those order can be seen here. On right-clicking the item, we can view as following
If the item is ready for delivery we click the option given. As soon as we click the item disappears and is shifted to the Tab ' Customer Order Ready'.
As soon as it comes to this next page the item is ready for delivery.
(9) Report - We can have the report. Different filters can be used as different permutations and combinations.
(10) Manage Followup - We can manage follow-up with the help of this Tab
