The order screen is the detail view of a single order. Open it by selecting an order from the Orders list. Order content is not edited here as free text.
Order details
Field | What it shows |
Created | The date and time the order was placed. |
Order | The order number. |
Company name | The customer's company name, which links to the customer record. |
Sync Key | The ERP synchronisation key for the order. |
Erp Document # | The corresponding ERP document number. |
Shipping Address | The delivery address for the order. |
Contact Person | The name of the contact person for the order. |
The contact email address. | |
Phone Number | The contact phone number. |
Shipping Date | The requested or scheduled shipping date. |
Notes | Any notes recorded against the order. |
Line items
The Search SKU... field filters the product table as you type.
Column | What it shows |
SKU | The product's SKU. |
PRODUCT | The product name with a thumbnail image. |
BASE PRICE | The product's base price before discounts. |
DISCOUNT | The discount percentage applied to the line. |
ITEM PRICE | The price per unit after discount. |
QUANTITY | The number of units ordered. |
SUBTOTAL | The line total, calculated as item price multiplied by quantity. |
Order summary
Field | What it shows |
Products | The total number of distinct product lines. |
Subtotal | The sum of all line subtotals before tax. |
Customer Discount | The customer-level discount percentage applied. |
Tax | The tax amount added to the order. |
TOTAL | The final order total including tax. |
Available actions
The screen includes ADD PRODUCT, CONFIRM, DECLINE, and RESTORE. These actions cover adding a product and confirming, declining, or restoring the order.
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