Interface for order creation. The screen is divided into several parts: Header (1), Contractor (2), Company Data (3), Financial Data (4), Next Operations (5), Document Data (6), Rows (7), Total (8), Description and Note (9) and Configuration of how to add rows (10).
Header (1)
In the Header (1) you see two buttons for Confirm and Cancel the order.
Contractor (2)
In the Counterparty section (2) you can select an existing counterparty (Search) or add a new one (Create). You can also view and edit the contractor’s file.
Company data (3)
In Company data (3) you must select the following data:
| Field | Description |
| Office | You select the office from which you will issue the order. |
| Merchant | You choose a merchant for the order. |
| Price list | You choose by which price list you will place the order. |
Financial data (4)
You must fill in the following details:
| Field | Description |
| Financial document | Choose the billing method ( what financial document you will receive from the supplier for the order ) – Invoice / Expense Receipt. |
| Payment method | You choose the payment method of the order. |
| Type of tax transaction | Select a tax transaction type. |
| Number of days for payment | Deadline for payment in cash days. |
Next operations (5)
Next operation section (5) you have the option to select if and which next operation is generated with the order saving. There are two options:
- Delivery – orders the ordered items but does not increase the stock. You also need to choose a stock.
- Warehousing – directly inserts the ordered items into the warehouse, increases stock. You also need to choose a stock.
You can also choose which date to create the next transaction with, as the default is today’s date.
Document details (6)
Document data (6) include the following parameters:
| Field/Checker | Description |
| Document number | The document number is automatically generated according to the set numbering rules. When the order is reserved, the date and time are also reserved. |
| Manual number | Checking “Manual Number” makes the Number field free for typing. The user decides what number the document will be. |
| Counterparty number | Order number for the counterparty. |
| Date of document | Date of issue of the document. Automatically loads current date, but can be changed by the user. |
| Currency | The currency of the document is selected from the list of currencies already entered. |
| Exchange rate | Exchange rate value for the day according to BNB. Can be changed manually by double clicking in the field. |
Lines (7)
In the Lines section (8) you can manually enter items/services/other or add items/services via XLS file.
Adding an item/service/other is done by clicking the button with the corresponding name. Initially you are loaded with an interface with all the items/services/other from the nomenclature. The interface consists of Filter (1) and Result (2):
In the free Search box you can search by word, code, brand, etc. to find the item or service you want. You also have the option to include an Advanced Filter with Categories, Brand, Features and Supplier, which can help you find the item/service faster. The search is launched with the Magnifying Glass on the left, and the Hicks clears all filters.
The items/services found according to the criteria set by the Filter are ranked in the Result (2). The table consists of the following columns:
| Column | Description |
| + button | Opens the add item/service detail interface where you specify quantity/price. |
| Code | Item/service code |
| Name | Name of item/service |
| Info button | Opens item/service file |
| Price list | Entered price in selected delivery price list |
Once you have selected what you will be ordering and added the items/services and they are arranged in Rows (8) in the Order in a table with the following columns:
| Column | Description |
| Code | Article code |
| Name | Item name |
| Info button | Opens an item/service/other file |
| Warehouse | If you have selected the next operation and stock, it shows you |
| Measure | Measure of the item |
| Quantity | Quantity to order |
| Price | Item price without taxes |
| Sum | Amount excluding taxes (quantity*price) |
| Edit button | Opens the edit row and returns you to the add item/service/other detail interface where you specify quantity/price. |
| Delete button | Deletes row |
You can also include additional columns above the rows:
| Column | Description |
| Supplier code | Displays the item’s supplier code, if available. Adds another column “Supplier Name” that displays the item name for the supplier entered in the nomenclature. |
| Supplier | Displays the supplier name entered for the item in the inventory. |
| Description | Displays a description of the item if one has been entered. |
| Category | Displays the category of the item/service. |
| Brand | Displays the brand of the item/service. |
| Batch | If the item you are ordering has a batch and you have selected to have the Next operation (shipping or stocking) automatically generated for you, you will need to type the batch in the Batch column. The system will require this number. |
| Discount | Displays the % discount by line and/or discount by document. When both discounts are applied, their percentage is automatically calculated. Adds additional columns: – Price before discount – Single discount – Amount before discount – Discount – Discount on the document |
| Final price | Adds Final Price and Final Amount columns. |
| Taxes | Shows the taxes of the order. |
| Weight | Displays the weight of the item as set in its file. |
| Volume | Displays the volume of the item as set in its file. |
The Discount checkbox allows you to add a discount (percentage) to your order. The discount is applied to the entire document.
Total (8)
The Total section (8) gives you information about all the totals of the order you are creating in the following fields:
| Field | Description |
| Currency | Order currency |
| Sum | Tax basis of the order |
| Tax | Value of the tax, and % |
| Total amount | Final order amount = tax base + taxes |
In case you have lines with different tax rates in the order, separate fields for each different VAT value as well as the % VAT will be displayed in Total (8).
Base and Note (9)
In the field Reason (10) the reason for the transaction is filled in free text. The reason is displayed on the printed form of the sale.
You may fill in Note (10 ) with whatever information you feel is necessary in free text. The note is not displayed on the printed form, but is rather for internal use.
Configuration of how to add rows (10)
The ways to add items and services are managed by the Add Row Method Configuration (10).
Views of Screen Items
The two options- Inside and Side view are changed by placing a tick in the desired view in Configuration (10). They are handled in the same way.
To save your changes, you need to click the Confirm button. If you want to exit without saving your changes, you need to click the Close button.