In this article, you will learn how to create a cooling order within the Invoicing module.
Step 1 - Go to Cooling Orders
Open the Invoicing tile and navigate to Orders → Cooling Orders.
Step 2 - New cooling order
Click New cooling order in the top right corner.
Step 3 - Order details
Fruit type
Choose:
- Sorted
- Unsorted
Tip
Working with both types? Create separate cooling orders.
Split by reference
Choose how the reference should appear on the invoice. You have 4 options:
- None: no reference is shown on the invoice
- Delivery note: the delivery note number is shown
- Sorting lot: the sorting lot number is shown
- Execution date: enter the date when the delivery note was executed
Customer and sender
Select the customer and sender.
Reference is optional.
Cost types
Select which costs you want to charge.
Optional: split per reference or add a starting fee.
Step 4 - Define period
Choose how the billing period is calculated:
- Cooling
Period = in storage → out of storage - Delivery note
Period = inbound note → outbound note
Use for temporary storage (e.g. weekend) - Manual
Choose your own start and end date
You can combine the above options to invoice a specific period.
Example: cooling in combination with manual → start date based on cooling, with a manually defined end date.
Define the billing period by selecting a start and end date. Then choose how you want to calculate the period:
- Per day
- Per week
- Per month
Example: if fruit is stored for three weeks and you apply a fixed monthly rate, choose “month”. If you want to charge actual storage days, choose “day” or “week”.
Automatic end date
If the fruit is still in cold storage, the creation date of the order is automatically used as the end date.
Overlap check
The system automatically checks for overlapping periods.
Attention
Barcodes that have already been invoiced in previous periods are not included again.
Step 5 - Group fruit
Choose how the fruit should be grouped within the order.
Click Next.
Step 6 - Set filter
Before adding fruit codes to an order, select a filter. This determines from which stock or source the fruit codes are retrieved. After selecting a filter, click Search.
Attention
This step does not apply when using the Stock filter. In that case, the codes are shown automatically.
The system now displays all available fruit. You can refine the results using additional filters.
Step 7 - Select fruit
Select the desired fruit codes using the checkboxes. You can also select all visible items at once.
Click Save. The selected fruit is added to the order.
Step 8 - Set prices and complete
Enter prices for fruit and optionally packaging.
When changing a price, you can:
- Save it to the price list
- Apply it once only
For future orders, prices are automatically suggested based on the price list.
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