Orders

Interface for operational order activity. Here you get order information and can filter the result by different criteria. The screen is divided into three main parts: Header (1), Filter (2) and Score (3).

Header (1)

In the Header (1) you see a button with a drop-down menu that allows you to Create Order or Cancel Order. The blue button hides and shows the Filter (2).

There is a third button in the Header- Export Orders, which is only active if you have specified in Filter (2) that your result will be by Document Lines.

Filter (2)

In order to process your orders faster, track their status and development, the system provides you with different ways to filter the information. The search is started with the Magnifying Glass, and the Hicks clears all filters. In the table below you will see all the filters and their explanations:

Filter	Description	Further description of the options
Result	– Documents view (3.1) – Document Lines view (3.2) – View Items (3.3)
Period	Choose from a drop-down menu for which period your orders should be displayed. Works by date of order.	The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – To date- shows all orders to date, from the first entered into the system, regardless of date.
From date By date	You select specific dates as the period for which your orders will be displayed. Works by date of order.
Office	Filter by the office where the orders are registered.
Supplier type	Filter by Supplier Type to which the orders were created.
Supplier	Filter by the specific supplier to which the orders were created.
Merchant	Filter by Merchant selected in the order.
Status	Filter by Order Status, which can be Completed/Cancelled/Active.
	Completed	A completed order is one on which: – A financial document has been issued for the full amount and the full quantity. – There has been a stacking done for the entire quantity. – There has been payment made for the full amount of the finance document.
	Cancelled	Order cancelled.
	Active	An active order is one on which one or more of the following actions have not been taken: – A financial document has not been issued for all or part of the amount and/or quantity of the contract. – Payment has not been made for all or part of the finance document amount when the order is invoiced in full. – Not all or part of the quantity in the order has been stored. When you select a filter by status Active, you will see 6 additional options in the filter: – Invoiced – Hidden – Paid – Not invoiced – Unfolded – Unpaid You can include them together for an even better look, as they work on the principle of complementary matching (“and” rather than “or”) , e.g.: – Invoiced only- will only show you orders with a financial document issued. – Invoiced and unpaid, however, will show you orders with a financial document issued for which there is no payment. – Invoiced, unpaid and encumbered will show you orders with a financial document issued for which there is no payment, however they are encumbered.
Type	Filters by document type.	The possible options are: – Orders – shows only orders, but also those with reversals – Order reversals – shows only order reversals – Orders with reversals – shows only orders that have reversals.

Result (3)

You can see the documents/rows/articles/services found according to the criteria set by the Filter in Result (3). The table changes the information according to the Result type, so they will be described separately.

In addition to the columns containing basic order information, you can also include and exclude additional columns of detailed data by checkboxes. All main and additional columns are described according to Result type.

Result by Documents (3.1)

In the table you will see a list of orders, it contains the following columns:

Column	Description
Number	Order number
Date	Date of order
	Displays order line information with: – Code – Name – Quantity – Hidden
Supplier	Contractor on order
	Opens a counterparty file
	Filters by Counterparty
Currency	Currency of order
Sum	Amount of order with taxes
	Opens an order file
	Opens the Invoicing interface for orders

You can additionally include:

Column	Description
Type	Document type- order/order modification.
Company	Company of the order.
Office	Office where the order is registered.
Merchant	Merchant that is selected in the order.
Counterparty number	Counterparty Order Number.
Date for delivery	Delivery date selected in the order.
Contract	Name and Number of the contract to which the order is made.
Finance	Displays what billing method, payment method and tax transaction the order was created with.
Related	Displays the transaction numbers of all transactions associated with the order. Clicking on your number opens the file of the related operation.
Description	The completed order description.
Note	The completed note in the order.
Price	Total price of all lines in the order excluding taxes.
Discount	Amount of the discount in the order.
Invoiced	Amount of the order for which a financial document has been issued.
Paid	Amount of the order for which a payment document has been issued.
Hidden	Quantity on order versus quantity that has been brought into the warehouse with storage.
Sum in default currency	Sums all orders at the bottom of the table.

Colours by status

In addition to the information that the system gives you about the orders through the columns in the Table, another way to easily recognize their status is included- this is the visual coloring. It varies according to the stage the orders are at:

Document colour	Description
Red	Order cancelled.
Green	The order is closed, on it: – A financial document has been issued for the full amount and quantity of the order. – There has been a stock take for the entire order quantity.
Black	The order is active, one or more of the following actions have not been taken on it: – A financial document has not been issued for all or part of the amount and/or quantity of the contract. – Not all or part of the quantity in the order has been stored.

Result by Lines of documents (3.2)

A list of document rows will appear in your table. If an order has 3 rows with 3 different items, they will be on three different rows here. In the Header (1) you will also see an Export Orders button.

The row-by-row table contains the following columns:

Column	Description
Document number	Order number
Date	Date of order
Supplier	Contractor of order
	Opens a counterparty file
	Filters by Counterparty
Code	Item/service code
Name	Name of item/service
	Opens item/service file
Currency	Currency of order
Measure	Measure of the item/service
Quantity	Quantity of the item/service from the order
Discount by supplier	Discount amount per order line
Sum	Amount with taxes of the item/service from the order
	Opens order file

You can additionally include:

Column	Description
Type	Document type- order/order modification.
Company	Company of the order.
Office	Office where the order is registered.
Merchant	Merchant that is selected in the order.
Counterparty number	Counterparty Order Number.
Date for delivery	Delivery date selected in the order.
Related	Displays the numbers of all related transactions with the order. Clicking on your number opens the file of the related operation.
Description	The completed order line description.
Brand	Item Brand.
Category	Category of the item/service in the order.
Batch	Lot of the item.
Description document	The completed document description.
Note	The completed note in the order.
Price	Price per order in the order without taxes.
Invoiced	Amount of the order line for which a financial document has been issued.
Paid	Amount of the order. for which a payment document has been issued.
Hidden	Quantity of the order against the quantity that has been brought into the warehouse with stocking.
Sum in default currency	Sums all the rows of orders at the bottom of the table.

Result by Items (3.3)

In the table you will see results by item. If you have 5 orders containing the same item, they will be combined into 1 order here. The list shows the order totals of the items.

We recommend that if you have orders in different currencies for the same items/services, you select the Currency of Sale in the Filter (2) to get accurate information in both the Amount and Price columns.

Column	Description
Code	Item/service code
Name	Name of item/service
	Opens item/service file
Measure	Measure of the item/service
Quantity	Quantity of the item/service from the orders in the given period and according to the set filters
Price, original currency	The sum of all prices excluding taxes in currency from orders in the given period and according to the specified filters
Price, BGN	The sum of all prices excluding taxes in BGN from the orders in the given period and according to set filters
Amount, original currency	Total amount with taxes in currency from orders in the given period and according to the set filters
Amount, BGN	Total amount with taxes in BGN from orders in the given period and according to the set filters
Hidden	Stored quantity of the item for all orders in the given period and according to the set filters
Remains to be stored	What quantity is not the stocked quantity of the item for all orders in the given period and according to the set filters
Available	Available quantity in warehouses that you are allowed to see. The column shows the total stock minus the blocked quantity.