Skip to main content

Orders

This module is mainly used to manage orders. The page displays data in a list format:

Orders List

Features​

  • The search area supports keyword-based fuzzy search and dropdown filters. Filters can also be combined.
  • Click the New Orders button to navigate to the Add Order page.
  • Click on a row in the list to view the corresponding order details.
  • A paginator is located in the bottom right corner to display data in pages.
  • Click the arrow in the table header to sort by fields. Multi-field sorting is supported based on the click order.
  • The Invoice Emailed column indicates whether an invoice email has been sent.
  • All screenshots below use test data.

Add Order​

This page allows you to create a new Order.

  • Select Invoice To
    Add Invoice To

  • Fill in Route and other related information
    Add Delivery Info

  • Click Add Product to add items to the order
    Add Order Item

  • Fill in other relevant information

  • Click the Save button to submit. Upon success, you will be redirected to the list page.
    Click Cancel to clear the entered information and return to the list page.

Order Details & Editing​

An order has two main statuses: Order Status and Payment Status

  • Order Status: Pending, Accepted, Rejected, Completed
  • Payment Status: Unpaid, Partially Paid, Paid

Only orders with a Pending status can be deleted.
Orders with Accepted or Completed status can download invoices.

The Invoice button is a dropdown with the following options:

  • Print Invoice: Print the invoice directly.
  • Download Invoice: Download the invoice as a PDF.
  • Send Invoice: Email the invoice to a specified address.

Status Operation Instructions​

  • When Order Status is Pending, the top right shows three buttons:

    • Approve: Approve the order
    • Reject: Reject the order
    • Edit: Edit the order
      Pending Order

  • When Order Status is Accepted and Payment Status is Unpaid:

    • The order can still be rejected
    • Clicking Completed indicates that payment has been made or partially made
    • Once payment is completed, the order can no longer be rejected
      Accepted Order Unpaid
      Accepted Order Partially Paid

  • When Order Status is Rejected:

    • You can click Approve again to accept the order
      Rejected Order

  • When Order Status is Completed:

    • Only the Invoice dropdown button remains on the page
      Completed Order