Docs › Modules › Orders › Operational activity Orders › Orders
Add / Edit a line in an order
Interface to add a line to an order once you have selected a specific item or service. The screen is divided into several parts: Item/Service Information (1), Requests (2), Order Details (3), Order Discount (4) and Description (5), Amount (6) :
Item/Service Information (1)
In this section you will find summary information about the item/service of the nomenclature you are adding. The field is informative only and you cannot change anything in it. Contains the following information:
| Field | Description |
| Code | Item/service code |
| Name | Name of item/service |
| Brand | Brand of the item/service |
| Category | Category of item/service |
| Description | Description of the item/service |
The Inventory Checker loads a table below the information box that shows you a list of the warehouses and their inventory of the selected item. Note that the warehouses that you are at least given permissions to view are displayed, not all warehouses in the system. The table contains the following data:
| Column | Description |
| Warehouse | Name of warehouse |
| Measure | Measure of the item |
| Availability | How much stock is available in the warehouse of the selected item in the measure |
| Blocked | How many of the items are blocked in the warehouse |
| Remaining quantity | How much of the item is free ( stock-blocked) |
The Previous Orders checker shows you a list of all orders already placed with the Supplier.
Requests (2)
The system allows you to see what has been requested of a specific item (from stock orders or sales service requests) and order it. By tapping on “Requests” you are presented with a table containing the following columns:
| Column | Description |
| Type | Document type, there can be 2 types: – Request – stock request – Sale – a sale on which a quantity has been requested through service requests |
| Document number | The order/sale number on which the service request was placed. |
| Info button | Opens the document file |
| Date | Date of document |
| Contractor | Counterparty of the document / Customer of the sale |
| Code | Article code |
| Name | Item name |
| Description | Item description |
| Remaining quantity | Remaining quantity to order |
| Selected quantity | What quantity do you want to add to the order |
Adding requested items to the Order is done by checking the desired lines. Once you have marked them, you can also change the quantity to order by double clicking in the Selected Quantity column.
Order details (3)
In the Order Details section (3), you fill in the following fields regarding what quantity at what price/at which list price you will order:
| Field | Description |
| Quantity | What quantity are you adding from the selected item/service measure |
| Measure | In what measure will the item/service be |
| Save to the price list | If you manually change the price at which you are going to purchase the item/service/other and the price is different from the price you have previously set in the price list, then by placing a check in Save to price list, the price in the price list will be updated to the current price you are going to write. |
| Price | Price for one quantity of the selected item/service without taxes |
| Price with taxes | Price for one quantity of the selected item/service with taxes |
| Total | Total price for the whole quantity without taxes= Price* Quantity |
Line Discount (4)
You have the option to discount the line by placing a check in Line Discount (3). Note that these discounts are a matter of configuration and you must be given permissions to work with them. If you have permissions, the following fields will appear:
| Field | Description |
| Percentage | Discount percentage. The system will automatically calculate the remaining two fields, depending on the price entered in Order Data (1). The maximum field value is 100. |
| Discount | Discount based on unit price. The system will automatically calculate the remaining two fields, depending on the price entered in Order Data (1). The maximum value of the field is the unit price excluding taxes. |
| Discount amount | Amount discounted base total price (unit price*quantity) excluding taxes. The system will automatically calculate the remaining two fields, depending on the price entered in Order Data (1). The maximum value of the field is the total price excluding taxes. |
Description (5)
The description of the item/service is automatically filled in. In case it is not filled in beforehand, the user can fill it in free text. The field is optional.
Sum (6)
The fields in Sum (6) add the data entered in the above sections and generate a summary of the row totals:
| Field | Description |
| Manual tax input | If you add a checker, the Taxes, % tax field will become free to write. |
| Amount, currency | Total amount excluding taxes (quantity*unit price excluding taxes). If you know that amount, you can write directly into it. |
| Taxes, % tax | Amount of the tax and its value in percentage according to the set tax rate. |
| Amount with taxes | Final sum (unit price with taxes* quantity). The field is free to write in and you can write directly in it if you know the final amount. The system will transfer the data on the other fields. |
To save your changes and add the line to the Order, you must click the Confirm button. If you want to exit without saving your changes, you need to click the Close button.