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
| Column | Description |
|---|---|
| No. | Document number |
| Date | Document date |
| Organization | Organization |
| Warehouse | Warehouse |
| Customer | Ordering customer |
| Conducted | Posting status |
| Created | Creation date |
| Total | Document amount |
| Employee | Responsible employee |
| Note | Comment |
Creating a Document
Main Fields
| Field | Description | Required |
|---|---|---|
| Date | Order date and time | Yes |
| Organization | Selling organization | Yes |
| Warehouse | Warehouse for fulfillment | Yes |
| Customer | Ordering customer | Yes |
| Note | Free-text comment | No |
| Total | Amount (auto-calculated) | — |
Item Grid
| Column | Description |
|---|---|
| # | Row number |
| Item | Item name |
| Quantity | Ordered quantity |
| Price | Unit price |
| Total | Row total |
Step-by-Step Guide
- Go to Warehouse > Order.
- Click Add.
- Select the Organization, Warehouse, and Customer.
- Set the Date.
- Add items, specify quantities and prices.
- 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.