Reference Orders

This is the interface on which you can find summary information about your orders. The screen is divided into several parts: Header (1), Filter (2), Graph (3) and Result (4) and Distribution (5):

In the Header (1) you see three buttons that hide and show Chart, Distribution and Filter.

Filter (2) allows you to search for orders based on something specific. The options are described below:

Option Description
From date/To dateFilter based on when the order took place
Results/TabsAllows you to customize the Result. Select the tabs you want to see.
Group byAllows you to choose by what you want to group orders
Company Allows you to select the company that placed the order
OfficeAllows you to select the office from which the order was placed
MerchantAllows you to select the merchant who placed the order
Type of suppliersAllows you to select supplier types.
SuppliersAllows you to select a specific supplier.
HoldingAllows you to select a holding
Article typeAllows you to select an item type
TemplateAllows you to select a template
GroupsAllows you to select groups (if any are entered in the system)
BrandAllows you to choose a brand
SearchCombined search field

Graph (3) presents information on orders. You have radio buttons that allow you to choose whether you want the chart to present daily, weekly or monthly order data. You will need to click the search button in the Filter if you want to refresh the chart. You have another button that allows you to view the accumulation graph .

The result (4) will be a list of orders based on the criteria you have specified. By default, the system will show you the following columns:

Column Description
CodeItem code
Name Item name
Brand Brand of item
Measure Measure of item
Quantity Available quantity of item
SumThe amount of the item
% Percentage of order

plus an additional button , which allows you to filter information for a specific item.

If you want to get more information about your orders, there are checkboxes that add columns to the results list:

ColumnDescription
DetailDetailed information about the item
Price with taxesPrice with taxes
Number of operations and linesThe number of operations and their rows (two columns)
Quantity displayedThe quantity that has been discharged
Invoiced quantityThe quantity invoiced
Invoiced quantityDisplays invoiced quantity, paid quantity and balance

The distribution (donut chart) represents your orders by quantity. Hover over the different pieces to get more information. The outer circle represents information for the specified period and the inner circle represents information for the previous period.

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