Orders

Adding Orders

To add an order:

1. Switch to the desired activity
2. Click on (Orders) to add the order record. Default values are automatically inserted (e.g. payment conditions, delivery and billing address etc.) that you can edit:
   
   
   
3. After saving the quick add is displayed.
4. Enter the ordered items, Adding Order Items.

Adding Order Items

To add order items:

1. Add an order record or switch to an existing one.
   Note: You must enter at least one delivery date to be able to add order items.
2. Edit the order's data if required.
3. Switch to the Order Items tab.

   The available items are listed.

   
   
   

   Items where you have already entered data are highlighted with a blue bar on the left.

4. Click on to add items to the order. The number below the icon indicates the packaging unit.

   The number of ordered items and their value are displayed in each row and the sum totals of the order are displayed at the bottom of the screen.

   If price lists, bundles, special offers etc. were assigned, items are priced automatically, including in offline mode.

   Note: Data is saved automatically when switching to the next item.
5. Click on Close to return to the order. Click on Cancel to discard all your changes.

Displaying Order Item Details

You can display more information on each item.

To enter data in this details view:

1. Switch to the quick add.
2. Click on the desired item to display more details on the item:
   
   
   
3. Use the numeric keypad to enter values. Click on an item in the list on the right to switch to that item.

   The numeric keypad offers the following options:

   • Use the number keys to enter data in the currently selected field.
     Note: If you enter a quantity that does not comply with a defined packaging unit (e. g. packaging unit is 10, you enter 27), the given quantity is auto corrected.
   • Click on +1 or -1 to increase or decrease the amount by one.
   • Click on OK to switch to the next field or on to return to the previous field.
   • Click on to switch to next or on previous item in the list or Next Item to switch to next or previous item in the list.

Order History

You can view the order history for an order item details page. This information is only available if the client has ordered this article previously.

Special Filters

Predefined filters are displayed in the quick add's header and allow you to restrict the listed items.

For example, the following predefined filters are available in the POS Monitoring info area:

Click on a filter to select the filter criteria.

You can combine multiple filters. The currently active filters are underlined in orange and the name of the currently selected criterion is displayed as the name.

Only items that meet all the selected criteria are listed.

Bundles and Special Offers

You can assign bundles and special offers to an order record.

A special offer is valid for

• certain products
• at certain prices
• for clients belonging to a certain customer group (1-5)
• for a certain time span.

Bundles and special offers are available as filters (). If you enable the switch for the special offer or the bundle, the quick add only lists the corresponding articles.

Price Lists and Discounts

The following information is needed for the price list business logic:

• A price list containing the list prices for all articles defined in Aurea CRM web
• Information on conditions
• Information on the special offer price lists
• Information on conditions for the linked record (account)
• Information on the special offer's bundle price list

Price lists are also applied in offline mode:

1. Do conditions for special offers exist?
2. If (1) is yes, does a bundle price exist?
3. If (1) is no, do pricing conditions exist for the client?
4. If (1) and (3) are no, does a standard price list exist?
5. If (1) or (3) or (4) is yes, the conditions are applied.
6. If the price lists do not specify a fixed price, the standard price list is applied.

Delivery Dates

To add a delivery date:

1. Switch to the desired order.
2. Click on (Delivery Date (new)).
3. Click into the field, to enter the delivery date.
   
   
   
4. Save.

To edit a delivery date:

1. Switch to the desired order.
2. Scroll to the Delivery Dates area in the details view and click on the date you want to change.
3. Click on (Edit).
4. Click on the date field and edit the date accordingly.
5. Save.

Barcode Scanner

You can also use a barcode scanner (that can be adapted to your needs) to enter data.

Click on to enable the barcode scanner function.

Overview

You can restrict the display to only those rows where you have entered data (i.e. the items ordered by a customer):

1. Click on Overview in the upper right corner.

   Only those items where data has been entered are displayed:

   
   
   
2. Click on All Items if you want to add more items.
3. Click on Close if you have finished adding items.

Removing or Duplicating Order Items from the Overview

Depending on your version, you can remove or duplicate single items from the overview:

1. Switch to the desired order and then to the quick add's overview.
2. Swipe the row containing the desired item from the right to the left (stay within the boundaries of the item).

   The Delete and Duplicate buttons are displayed:

   
   
   
3. You can:
   • Click on Delete to remove the line.
   • Click on Duplicate to duplicate the item. You need to enter the desired quantity for the new record.

Order Preview

You can generate an order preview containing all relevant data such as the billing and delivery addresses, order number, date, ordered items, quantities, value etc.

To display the preview:

1. Switch the desired order.
2. Click on the Preview tab.
   
   
   

   The preview with the order's and order item's data is displayed.

Confirmation

Your administrator can define that, for example, a client must sign an order and then the order can be sent by e-mail to the responsible person for further processing.

The following example shows how this feature was implemented in the LSI industry solution:

1. Switch to the desired quick add overview.
   
   
   
2. Click on (Complete).
3. A PDF file is created.
4. You can:
   • Click on (Confirm [Info Area]) to display the Signature dialog box allowing the customer to sign e.g. the order.
   • Click on (Send by E-mail) to send the file e. g. to your back office staff for processing.
     Note: Your administrator can define that the e-mail address of the account/person is automatically entered as the recipient. Your administrator can also define that the e-mail button is only displayed if certain conditions are met. For example, your organization may require orders to be approved, in which case the order can only be sent by e-mail once it has been approved.
   • Click on (Print) to print the file.
   • Click on Close to return to the order.

Depending on your configuration only the Close option may be available.

Viewing Order List

You can view all your orders in the order list and switch to the details of the desired order.

To view the order list:

1. Click on and select Orders.

   A list with all your orders is displayed.

   
   
   
2. You can switch to the My Orders or My Overdue Orders tabs to limit the number of hits.
3. Click on an item in the list to switch to the record details.

Deleting Orders

To delete an order:

1. Switch to the desired order.
2. Click on Actions and select Delete Order.