Requirement
- Before you can follow these steps, you must first add a contact (customer) under General.
Click here for the steps.
Attention!
There are several ways to create an order:
- From a delivery note or sorting batch,
- From Orders
Both options are explained in this article.
Step 1 - Create an order
Option 1 - From a delivery note or sorting batch
Open the delivery note or sorting batch
Open the Invoicing tile and open the details of the delivery note or sorting batch you want to invoice. Before you can proceed to invoicing, it is important that the delivery note or sorting batch has been completed. You can do this in the Status section. Click Complete and the Invoicing option will appear.
For the delivery note:
For the sorting batch:
After completing the Delivery note or Sorting batch, the Invoicing button will allow you to choose an order type. The different order types are:
- Sales order: use this if you want to sell fruit and empty packaging
- Cooling order: use this to charge cooling costs for stored crates/pallets
- Sorting order: used to charge sorting costs
- Purchase order: purchase of fruit or empty packaging
Depending on the selected order type, a new screen will open where you can enter the order details and fruit grouping. This is explained under New order.
Option 2 - From an Order
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Open Orders
Under Invoicing, you will find the Orders item. Under this folder, you will find all the different order types.
Open the desired order tab
After clicking “Orders”, you can choose “Sales orders”, “Cooling orders”, “Sorting orders”, or “Purchase orders”. Click the desired order type to open a screen showing an overview of all those orders.
The different order types are:
- Sales order: use this if you want to sell fruit and empty packaging
- Cooling order: use this to charge cooling costs for stored crates/pallets
- Sorting order: used to charge sorting costs
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Purchase order: purchase of fruit or empty packaging
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Create a new order
In the top-right corner of the overview list of all orders, you will find the green “New order” button. Depending on where you are, this will be a sales, cooling, sorting or purchase order. Clicking it opens the screen where you can register your orders.
Step 2 - Enter the details
The following parameters must be entered when creating an order:
- Fruit type: Specify the type you want to add to your order: “Sorted”, “Unsorted” or “Empty packaging”.
Do you want to create an order for multiple types? In that case, each type must be registered as a separate order.
- Here you specify which reference you want to appear on your invoice.
None: no reference will be shown on your invoice.
Delivery note: the delivery note number will be shown on your invoice.
Sorting batch: the sorting batch number will be shown on your invoice.
Outgoing date: the date on which the delivery note was executed
- Customer: Specify the customer for whom you are creating the order.
- Sender: Here you can select the sender.
- Here you can enter a reference. This field is optional.
- Which cost do you want to include in your order? Here you can also specify whether you want to split the cost type by reference.
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Fruit grouping: How do you want to group your fruit?
- Extra option: if multiple delivery addresses are linked to a customer, you can also display them on the order and invoice.
Once all details have been entered correctly, click the green Next button.
Step 3 - Select a filter
Before you can choose which codes you want to add to the order, you must first select a filter that determines the source from which the codes should be selected. Then click the blue “Search” button (this does not apply if you selected “Stock” as the filter).
The available fruit will then be displayed. You can add additional filters to make the search easier.
Step 4 - Select fruit
If you have entered one or more parameters, all codes matching those parameters will be displayed. You can select the codes by clicking the checkbox next to each code. If you need all codes shown on your screen, click the checkbox at the top of the list.
Once you have selected them all, click Save. You will then be taken to the order you created.
Step 5 - Complete/edit the order
After adding the desired codes, you can enter the prices for fruit and empty packaging.
If changes have been made, a pop-up will appear asking whether you want to save them in the price list. You can save them globally, per customer, or skip this step. When creating the next order, the prices will be retrieved from the price list.