Orders

The “Orders” section is one of the core sections of the program: creating and editing orders, generating summaries and accompanying documents. Order calculation is performed by the same code as on the storefront, so the amounts in the program and on the website are identical in their construction.

Order List Window

Loading orders, searching, advanced queries with profiles, local filters, table designer, and the built-in web module are common mechanics described in “Basic Operating Principles”. Specifics of the order list:

• The top menu contains quick output fields — “Reg. Fields” (buyer registration fields), “Options” (order options), and the “Product Name” checkbox. They display important data (e.g., discount card number, delivery city, ordered product) directly in the order list, with sorting available on them.
• Below the list are related sections for the selected order: “Buyer” (registration fields), “Products and Their Options”, “Order Options”, and “Order Versions”. Each table has its own “Table Designer” (right-click).

Order Versions

The program stores the order change history. The “Get All Order Versions” button shows which employee edited the order and when; the active version is highlighted in red. Any version can be opened, and a new order can be created based on it (“Create New Order Based on Order Version”). An important guarantee: even if saving the order is blocked by business logic, the system will still add a version — it simply will not make it the active one.

Versions reduce risk when multiple managers work simultaneously; additionally, the option to automatically request new versions before editing helps as well. Access rights for orders are configured separately (see “Order Options”).

Creating Orders

• “Create New Order” — a regular order;
• “Create Return Order” — based on another order; products in it have negative quantities;
• “Create New Order Version” and “…Based on Order Version” — see above;
• “Delete Selected Orders”.

Order Card

Double-clicking an order opens the “Edit Order” window with three tabs: “Buyer”, “Products and Order Options”, and “Web Module”.

Buyer

The buyer can be new or existing. To search, enter a keyword and press Enter — select the desired buyer from the “Found Buyers” list and click “Select”. Buttons: “New”, “Clear Fields”, “Find Orders” (load all orders for this buyer). Some registration fields are editable, some have an input mask or a dropdown list — this is configured in “Customer Options”. A built-in web module is also available nearby (e.g., calling the buyer via a mini-PBX — the “Execute” button).

Products and Order Options

• “Add Product” (selection from catalog or by search), “Remove Products”, navigation through the list, “Update Product Information from Store”.
• The position columns include prices (Price, Price 2/3, selling price), In Stock, Qty, Profit, Discount (amount and ratio), Total, as well as Note and Auto Note (filled in by the calculation). The “#” flag indicates that the product has not yet been calculated.
• “Product Option” — associated attributes of the position (configured in “Order Options”); “Profit Calculation” selects how to display profit (from supplier price, from price, etc.) — for display purposes only.
• Below are the “Order Options”: general options for the entire order.

Calculation

“Calculate” sends the order contents to the server for preliminary processing — using the same business module as on the storefront. This calculates selling prices, discounts, gifts, reservations, and additional amounts (e.g., cash on delivery), resulting in an identical calculation scheme both in the program and on the website. Calculation is mandatory before saving (otherwise — “Calculation must be performed before saving!”).

The called modules (order calculation, order addition, version addition) are set by the developer in the “Design” section → “Settings Registry” → “Called Modules” (see “Settings Registry”). The “Transfer Parameters” field at the bottom allows additional actions to be performed during calculation or saving (e.g., sending an SMS to the buyer).

Reports

The “Reports” panel and the “Show Report” button generate accompanying documents for the order — an order form, sales receipt and warranty card, waybill, as well as summaries (e.g., a purchase summary by supplier). For more details, see “Reports”.