Registry of orders from recipients

Registry of orders is a standard window list.

To generate an „Order from a recipient”:

1. from the module Orders choose From recipients [look at Screen 1].
2. a main window of the module Orders will appear - From recipients.
   In the main list of the module there are all previous and current orders.
   In the panel Details there is information about specification of the order and ordered variants.
3. after clicking Add choose a contractor, who places the order. In case, when he/she is not on the list, click on Add in the window of the contractor's choice and add him/her to the list [look at Screen 2].
4. after choosing the contractor, a window of a New document - Order from a recipient) will open, where the data should be filled in.
5. after filling in and confirmation of the Order from a recipient, the window Specification of an order will open, where you can add new positions to the order [look at Screen 3].
6. choose a product ordered by the client [look at Screen 4] or a commercial range of goods [look at Screen 5], in the tab Remarks of the client related to production enter possible remarks, and click on Add. Depending on the settings of groups of products and formulas, you can have possibility of specifying a Values of Variables, e.g. sizes of a product that will be later used to calculate a demand for materials.
7. you can assess the value of the product by clicking on the button Estimate the value.
   The system will estimate the value of materials on the grounds of 'Basis purchase price' and the cost of manufacturing, calculated in two ways [look ant Screen 6]:
   
   1. according to the 'Piece rate', entered in the tab 'Production standards' in the product's formula;
   2. according to the 'Time rate', entered on the tab 'Production standards' in the product's formula and the average hourly rate of an employee in the group handling with a particular stage of production (ratio of a standard and an average rate);
      Additionally, in the window of Production planning in the tab 'Demand', columns with a basis purchase price and estimated value of material (according to the basis purchase price) were added.
      
8. in a window Sales price of a product, define:
   • ordered quantity,
   • product's sales price (it can be chosen from the price groups or entered manually),
   • format of a serial number.
     after filling out the fields click on Confirm [look at Screen 7 and 8].
9. after confirmation, you will automatically return to the window of addition of other items to the order. In order to add the other item, repeat steps 7 and 8. In the step 7, in the field Set, you have to specify if the next added item belongs to the set already existing on the specification of the order (if yes, you have to choose a number of the set) if it is an element, from which a creation of a new set will start.
10. After adding all ordered items, click on Close.
11. At this stage, choose a form of the record [look at Screen 9]:
12. Save in the draft - this option of recording allows you for entering changes in the order from a recipient, but it will not be sent to the production.
    1. Save and confirm a document - this option of recording automatically confirms the document and sends it to the production planning. After confirmation, there is no possibility entering changes.

++++ Screen 1: List of orders from recipeints | ++++

++++ Screen 2: Assigning a contractor to the order | ++++

++++ Screen 3: New document of Orders | ++++

++++ Screen 4: Adding a product to the order | ++++

++++ Screen 5: Adding a commercial range of goods to the order | ++++

++++ Screen 6: Estimation of the product's value | ++++

++++ Screen 7: Defining price of the product | ++++

++++ Screen 8: Defining price of the commercial range of goods | ++++

++++ Screen 9: Saving a document | ++++

If the production of an ordered product has not been initiated yet, there is possibility of retrieving a confirmed document in the draft, in order to edit it. To do it :

1. select an appropriate record
   To check if production was not initiated, go to the tab Variants - the information is in the column Production status. There is also no possibility of restoring an order to the draft, for which an advance invoice was generated.
2. click on the icon Draft on the toolbar.

++++ Screen 10: Restoring an order to the draft | ++++

There is possibility of cloning whole orders. To do it, select the order and click on the icon Clone from the toolbar. A window of creation a new order from the recipient will display, where you can make changes, (e.g. data related to the contractor). After confirmation of the document, the order will be saved in the form of a draft; it enables you for making editions, deleting, or adding a new order line.

» Return to: ORDERS FROM RECIPIENTS
» Return to: ORDERS MODULE
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