Order¶
This page covers the customer order flow. Use it when the customer confirms the sale.
Before you start¶
- Confirm the customer exists.
- Confirm the estimate or sales quote is ready if you use one.
- Confirm the items, prices, and taxes are set up.
- Confirm the user can create sales orders.
What the screen tracks¶
| Field | Meaning |
|---|---|
order_number |
Order number |
party_name |
Customer name |
address |
Address |
secondary_address |
Alternate address |
date |
Order date |
memo |
Notes |
invoice_number |
Linked invoice number |
due_date |
Due date |
term_name |
Payment term |
mode |
Order mode |
location_name |
Location |
sales_representative |
Sales rep |
is_cancelled |
Cancel flag |
cancellation_reason |
Cancel reason |
class_name |
Class |
department_name |
Department |
currency_name |
Currency |
exchange_rate |
Exchange rate |
partner |
Partner |
booking_amount |
Booking amount |
down_payment_amount |
Down payment |
expected_delivery_date |
Expected delivery |
supplier_po |
Supplier PO reference |
The order also stores item details, notes, files, tasks, events, messages, and relationships.
What to notice on the order screen¶
- The customer and dates sit in the header.
- The order lines sit below the tabs.
- The booking amount and delivery date help the team track commitment.
- The related record tools keep the sales trail connected.
Related pages¶
Example¶
A customer approves a quote for office furniture. Bizak records the order date, expected delivery date, and the booking amount. The team then moves the order to fulfillment and invoice.