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Order (Invoice) ​

The order document creates a formal order or invoice for goods. It records what a customer has ordered, with pricing and quantities, and can be used as a basis for subsequent selling and delivery documents.

How to Access ​

Navigate to: Sidebar > Warehouse > Order

Route: /warehouse/documents/order

Quick actions:

Overview ​

An order document formalizes a customer's intent to purchase specific items at agreed-upon prices. It does not directly affect warehouse stock — stock changes only when the associated selling document is conducted. Orders serve as the planning and confirmation stage of the sales process.

Document List ​

Columns ​

ColumnDescription
No.Document number
DateDocument date
OrganizationOrganization
WarehouseWarehouse
CustomerOrdering customer
ConductedPosting status
CreatedCreation date
TotalDocument amount
EmployeeResponsible employee
NoteComment

Creating a Document ​

Main Fields ​

FieldDescriptionRequired
DateOrder date and timeYes
OrganizationSelling organizationYes
WarehouseWarehouse for fulfillmentYes
CustomerOrdering customerYes
NoteFree-text commentNo
TotalAmount (auto-calculated)—

Item Grid ​

ColumnDescription
#Row number
ItemItem name
QuantityOrdered quantity
PriceUnit price
TotalRow total

Step-by-Step Guide ​

  1. Go to Warehouse > Order.
  2. Click Add.
  3. Select the Organization, Warehouse, and Customer.
  4. Set the Date.
  5. Add items, specify quantities and prices.
  6. Click Save, then Conduct.

FAQ ​

Does an order deduct stock? ​

No. An order is an informational document. Stock is deducted only when a selling document based on this order is conducted.

Can I create a sale from an order? ​

Yes. Orders can be used as a basis for generating selling documents with the same items and prices.

Can I modify a conducted order? ​

Unconduct the order first, make changes, then conduct it again.